Ep Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Ep Wealth Advisors, LLC
- $8.44 Billion
- Q1 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 21,114 shares of JEPI stock, worth $1.19 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
21,114
Previous 2,235
844.7%
Holding current value
$1.19 Million
Previous $122,000
900.82%
% of portfolio
0.01%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,088Shares Held
272MCall Options Held
311KPut Options Held
428K-
Morgan Stanley New York, NY37.1MShares$2.09 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$1.5 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22MShares$1.24 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$691 Million0.17% of portfolio
-
Royal Bank Of Canada Toronto, A66.74MShares$380 Million0.09% of portfolio