Iht Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q3 2024
A detailed history of Iht Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Iht Wealth Management, LLC holds 69,563 shares of JEPI stock, worth $4.18 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
69,563
Previous 41,630
67.1%
Holding current value
$4.18 Million
Previous $2.36 Million
75.46%
% of portfolio
0.12%
Previous 0.09%
Shares
8 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.35 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$752 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$429 Million0.09% of portfolio