Clarity Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Clarity Wealth Advisors, LLC
- $341 Million
- Q3 2024
A detailed history of Clarity Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 55,287 shares of JEPI stock, worth $3.33 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
55,287
Previous 54,927
0.66%
Holding current value
$3.33 Million
Previous $3.11 Million
5.69%
% of portfolio
0.96%
Previous 1.01%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,168Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.35 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$752 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$429 Million0.09% of portfolio