Canvas Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Canvas Wealth Advisors, LLC
- $308 Million
- Q1 2024
A detailed history of Canvas Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 8,871 shares of JEPI stock, worth $500,146. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,871Holding current value
$500,146% of portfolio
0.17%Shares
1 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
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Bank Of America Corp Charlotte, NC26.6MShares$1.5 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY22MShares$1.24 Billion0.12% of portfolio
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Wells Fargo & Company San Francisco, CA12.3MShares$691 Million0.17% of portfolio
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Royal Bank Of Canada Toronto, A66.74MShares$380 Million0.09% of portfolio