Cic Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Cic Wealth, LLC
- $387 Billion
- Q3 2024
A detailed history of Cic Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cic Wealth, LLC holds 125,075 shares of JEPI stock, worth $7.49 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
125,075
Previous 120,985
3.38%
Holding current value
$7.49 Million
Previous $6.86 Billion
8.54%
% of portfolio
1.92%
Previous 1.89%
Shares
8 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
279MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.36 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.84 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.34 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$749 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$427 Million0.09% of portfolio