Frank, Rimerman Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Frank, Rimerman Advisors LLC
- $1.24 Billion
- Q1 2025
A detailed history of Frank, Rimerman Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Frank, Rimerman Advisors LLC holds 18,751 shares of JEPI stock, worth $1.05 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
18,751
Previous 10,108
85.51%
Holding current value
$1.05 Million
Previous $581,000
84.34%
% of portfolio
0.09%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,372Shares Held
334MCall Options Held
511KPut Options Held
363K-
Morgan Stanley New York, NY43.9MShares$2.45 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.57 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$876 Million0.21% of portfolio
-
Ubs Group Ag8.35MShares$466 Million0.09% of portfolio