Big Sur Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Big Sur Wealth Management LLC
- $354 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.85 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY22.4MShares$1.35 Billion0.11% of portfolio
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Wells Fargo & Company San Francisco, CA12.5MShares$752 Million0.17% of portfolio
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Ubs Group Ag7.13MShares$429 Million0.09% of portfolio