Bridgewealth Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History
Bridgewealth Advisory Group, LLC
- $204 Billion
- Q1 2024
A detailed history of Bridgewealth Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 115,246 shares of JEPI stock, worth $6.5 Million. This represents 3.26% of its overall portfolio holdings.
Number of Shares
115,246
Previous 42,215
173.0%
Holding current value
$6.5 Million
Previous $2.32 Billion
187.3%
% of portfolio
3.26%
Previous 1.78%
Shares
5 transactions
Others Institutions Holding JEPI
# of Institutions
1,088Shares Held
272MCall Options Held
311KPut Options Held
428K-
Morgan Stanley New York, NY37.1MShares$2.09 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$1.5 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22MShares$1.24 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$691 Million0.17% of portfolio
-
Royal Bank Of Canada Toronto, A66.74MShares$380 Million0.09% of portfolio