Future Financial Wealth Managment LLC J P Morgan Exchange Traded Fd Transaction History
Future Financial Wealth Managment LLC
- $138 Million
- Q3 2024
A detailed history of Future Financial Wealth Managment LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Future Financial Wealth Managment LLC holds 10,716 shares of JEPI stock, worth $623,671. This represents 0.46% of its overall portfolio holdings.
Number of Shares
10,716
Previous 10,218
4.87%
Holding current value
$623,671
Previous $579,000
10.02%
% of portfolio
0.46%
Previous 0.52%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.29 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.79 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.3 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$728 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$415 Million0.09% of portfolio