Iht Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Iht Wealth Management, LLC
- $2.62 Billion
- Q2 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 41,630 shares of JEPI stock, worth $2.43 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
41,630
Previous 45,018
7.53%
Holding current value
$2.43 Million
Previous $2.6 Million
9.41%
% of portfolio
0.09%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding JEPI
# of Institutions
1,139Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.23 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.65 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.1 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$740 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$415 Million0.14% of portfolio