Foguth Wealth Management, Llc. J P Morgan Exchange Traded Fd Transaction History
Foguth Wealth Management, Llc.
- $382 Billion
- Q4 2024
A detailed history of Foguth Wealth Management, Llc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 278,633 shares of JEPI stock, worth $16.6 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
278,633
Previous 199,537
39.64%
Holding current value
$16.6 Million
Previous $11.8 Billion
39.9%
% of portfolio
4.31%
Previous 4.28%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,323Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.47 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.86 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.23 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$865 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$456 Million0.08% of portfolio