Global Wealth Management Investment Advisory, Inc. J P Morgan Exchange Traded Fd Transaction History
Global Wealth Management Investment Advisory, Inc.
- $490 Million
- Q1 2025
A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 324,439 shares of JEPI stock, worth $18.2 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
324,439
Previous 302,460
7.27%
Holding current value
$18.2 Million
Previous $17.4 Million
6.54%
% of portfolio
3.78%
Previous 3.61%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,369Shares Held
334MCall Options Held
511KPut Options Held
363K-
Morgan Stanley New York, NY43.9MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$881 Million0.21% of portfolio
-
Ubs Group Ag8.35MShares$468 Million0.09% of portfolio