Endowment Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Endowment Wealth Management, Inc.
- $125 Million
- Q2 2024
A detailed history of Endowment Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Endowment Wealth Management, Inc. holds 6,195 shares of JEPI stock, worth $362,221. This represents 0.28% of its overall portfolio holdings.
Number of Shares
6,195
Previous 6,390
3.05%
Holding current value
$362,221
Previous $369,000
4.88%
% of portfolio
0.28%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,139Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.23 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.65 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.1 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$740 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$415 Million0.14% of portfolio