Empirical Financial Services, LLC D.B.A. Empirical Wealth Management J P Morgan Exchange Traded Fd Transaction History
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
- $3.65 Billion
- Q4 2024
A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,346 shares of JEPI stock, worth $255,849. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,346Holding current value
$255,849% of portfolio
0.01%Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,192Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.32 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$736 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$419 Million0.09% of portfolio