Falcon Wealth Planning J P Morgan Exchange Traded Fd Transaction History
Falcon Wealth Planning
- $806 Million
- Q1 2025
A detailed history of Falcon Wealth Planning transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Falcon Wealth Planning holds 8,754 shares of JEPI stock, worth $471,227. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,754Holding current value
$471,227% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,343Shares Held
312MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.23 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.68 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY20.7MShares$1.12 Billion0.1% of portfolio
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Wells Fargo & Company San Francisco, CA14.6MShares$783 Million0.19% of portfolio
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Ubs Group Ag7.67MShares$413 Million0.08% of portfolio