Fairway Wealth LLC J P Morgan Exchange Traded Fd Transaction History
Fairway Wealth LLC
- $197 Billion
- Q3 2024
A detailed history of Fairway Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fairway Wealth LLC holds 128,774 shares of JEPI stock, worth $7.59 Million. This represents 3.89% of its overall portfolio holdings.
Number of Shares
128,774
Previous 114,064
12.9%
Holding current value
$7.59 Million
Previous $6.47 Billion
18.53%
% of portfolio
3.89%
Previous 3.81%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,215Shares Held
283MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.32 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$737 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$420 Million0.09% of portfolio