Fsc Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Fsc Wealth Advisors, LLC
- $149 Million
- Q4 2024
A detailed history of Fsc Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 7,555 shares of JEPI stock, worth $448,842. This represents 0.29% of its overall portfolio holdings.
Number of Shares
7,555
Previous 7,112
6.23%
Holding current value
$448,842
Previous $423,000
2.6%
% of portfolio
0.29%
Previous 0.31%
Shares
13 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