Executive Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Executive Wealth Management, LLC
- $1.16 Billion
- Q3 2024
A detailed history of Executive Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Executive Wealth Management, LLC holds 100,066 shares of JEPI stock, worth $6.02 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
100,066
Previous 100,066
-0.0%
Holding current value
$6.02 Million
Previous $5.95 Million
-0.0%
% of portfolio
0.51%
Previous 0.82%
Shares
11 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.35 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$752 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$429 Million0.09% of portfolio