Executive Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Executive Wealth Management, LLC
- $730 Million
- 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 $5.85 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
100,066
Previous 91,833
8.97%
Holding current value
$5.85 Million
Previous $5.21 Million
14.39%
% of portfolio
0.82%
Previous 1.05%
Shares
11 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