Fma Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Fma Wealth Management, LLC
- $138 Billion
- Q3 2024
A detailed history of Fma Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fma Wealth Management, LLC holds 44,580 shares of JEPI stock, worth $2.67 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
44,580
Previous 43,484
2.52%
Holding current value
$2.67 Million
Previous $2.46 Billion
7.64%
% of portfolio
1.92%
Previous 1.99%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
279MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.36 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.84 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.34 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$749 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$427 Million0.09% of portfolio