Ep Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Ep Wealth Advisors, LLC
- $11.3 Billion
- Q3 2024
A detailed history of Ep Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 261,230 shares of JEPI stock, worth $15.2 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
261,230
Previous 76,862
239.87%
Holding current value
$15.2 Million
Previous $4.36 Million
256.86%
% of portfolio
0.14%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.29 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.79 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.3 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$728 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$415 Million0.09% of portfolio