Element Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Element Wealth, LLC
- $187 Million
- Q3 2024
A detailed history of Element Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Element Wealth, LLC holds 7,925 shares of JEPI stock, worth $472,250. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,925
Previous 8,072
1.82%
Holding current value
$472,250
Previous $457,000
3.06%
% of portfolio
0.25%
Previous 0.26%
Shares
7 transactions
Others Institutions Holding JEPI
# of Institutions
1,143Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.27 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.68 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.33 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$754 Million0.18% of portfolio
-
Ubs Group Ag6.89MShares$411 Million0.1% of portfolio