First Purpose Wealth LLC J P Morgan Exchange Traded Fd Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, First Purpose Wealth LLC holds 9,232 shares of JEPI stock, worth $537,302. This represents 0.19% of its overall portfolio holdings.
Number of Shares
9,232
Previous 6,957
32.7%
Holding current value
$537,302
Previous $382,000
39.79%
% of portfolio
0.19%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.29 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.79 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.3 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$728 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$415 Million0.09% of portfolio