Frg Family Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Frg Family Wealth Advisors LLC
- $682 Million
- Q2 2024
A detailed history of Frg Family Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 82,611 shares of JEPI stock, worth $4.79 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
82,611
Previous 66,815
23.64%
Holding current value
$4.79 Million
Previous $3.87 Million
21.14%
% of portfolio
0.69%
Previous 0.74%
Shares
8 transactions
Others Institutions Holding JEPI
# of Institutions
1,129Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.21 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.63 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$733 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$412 Million0.14% of portfolio