Global Wealth Management Investment Advisory, Inc. J P Morgan Exchange Traded Fd Transaction History
Global Wealth Management Investment Advisory, Inc.
- $462 Million
- Q3 2024
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 287,845 shares of JEPI stock, worth $17.1 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
287,845
Previous 275,552
4.46%
Holding current value
$17.1 Million
Previous $15.6 Million
9.67%
% of portfolio
3.71%
Previous 3.64%
Shares
7 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
279MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.34 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.33 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$744 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$424 Million0.09% of portfolio