Centurion Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Centurion Wealth Management LLC
- $313 Billion
- Q3 2024
A detailed history of Centurion Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Centurion Wealth Management LLC holds 234,238 shares of JEPI stock, worth $13.6 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
234,238
Previous 207,183
13.06%
Holding current value
$13.6 Million
Previous $12 Billion
16.28%
% of portfolio
4.45%
Previous 4.72%
Shares
8 transactions
Others Institutions Holding JEPI
# of Institutions
1,172Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.28 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.78 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.3 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$725 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$413 Million0.09% of portfolio