Evoke Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Evoke Wealth, LLC

$3.68 Trillion
Q3 2024

A detailed history of Evoke Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Evoke Wealth, LLC holds 10,385 shares of JEPI stock, worth $604,407. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,385

Holding current value

$604,407

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$54.98 - $59.51 $570,967 - $618,011	10,385 New	10,385 $618 Million

Others Institutions Holding JEPI

# of Institutions

1,170

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

Morgan Stanley New York, NY

39.4M
Shares

$2.29 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

30.7M
Shares

$1.79 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

22.4M
Shares

$1.3 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12.5M
Shares

$728 Million
0.17% of portfolio
Ubs Group Ag

7.13M
Shares

$415 Million
0.09% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Account