Frederick Financial Consultants, LLC J P Morgan Exchange Traded Fd Transaction History
Frederick Financial Consultants, LLC
- $125 Billion
- Q4 2024
A detailed history of Frederick Financial Consultants, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Frederick Financial Consultants, LLC holds 44,314 shares of JEPI stock, worth $2.62 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
44,314Holding current value
$2.62 Million% of portfolio
2.04%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,302Shares Held
301MCall Options Held
284KPut Options Held
338K-
Morgan Stanley New York, NY41.5MShares$2.46 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.85 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY20.7MShares$1.23 Billion0.1% of portfolio
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Wells Fargo & Company San Francisco, CA14.6MShares$861 Million0.19% of portfolio
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Ubs Group Ag7.67MShares$454 Million0.08% of portfolio