Connectus Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Connectus Wealth, LLC
- $4.37 Billion
- Q1 2024
A detailed history of Connectus Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Connectus Wealth, LLC holds 227,626 shares of JEPI stock, worth $13.8 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
227,626
Previous 244,081
6.74%
Holding current value
$13.8 Million
Previous $13.4 Million
1.86%
% of portfolio
0.3%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,168Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.39 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.87 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.36 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$759 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$432 Million0.09% of portfolio