Ica Group Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Ica Group Wealth Management, LLC
- $164 Million
- Q2 2024
A detailed history of Ica Group Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 80,907 shares of JEPI stock, worth $4.71 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
80,907
Previous 71,204
13.63%
Holding current value
$4.71 Million
Previous $4.12 Million
11.31%
% of portfolio
2.8%
Previous 0.84%
Shares
9 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