Freedom Wealth Alliance, LLC J P Morgan Exchange Traded Fd Transaction History
Freedom Wealth Alliance, LLC
- $60.8 Billion
- Q3 2023
A detailed history of Freedom Wealth Alliance, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Freedom Wealth Alliance, LLC holds 20,677 shares of JEPI stock, worth $1.18 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
20,677
Previous 20,978
1.43%
Holding current value
$1.18 Million
Previous $1.16 Billion
4.35%
% of portfolio
1.82%
Previous 1.62%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,103Shares Held
274MCall Options Held
311KPut Options Held
428K-
Morgan Stanley New York, NY37.1MShares$2.12 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$1.52 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22MShares$1.25 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$698 Million0.17% of portfolio
-
Royal Bank Of Canada Toronto, A66.74MShares$384 Million0.09% of portfolio