Burling Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Burling Wealth Partners, LLC
- $490 Billion
- Q4 2024
A detailed history of Burling Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 26,906 shares of JEPI stock, worth $1.61 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
26,906Holding current value
$1.61 Million% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,315Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.48 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.87 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.24 Billion0.1% of portfolio
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Wells Fargo & Company San Francisco, CA14.6MShares$869 Million0.19% of portfolio
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Ubs Group Ag7.67MShares$458 Million0.08% of portfolio