Intrepid Financial Planning Group LLC J P Morgan Exchange Traded Fd Transaction History
Intrepid Financial Planning Group LLC
- $230 Million
- Q1 2024
A detailed history of Intrepid Financial Planning Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 30,429 shares of JEPI stock, worth $1.72 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
30,429
Previous 17,296
75.93%
Holding current value
$1.72 Million
Previous $950,000
85.26%
% of portfolio
0.76%
Previous 0.46%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,088Shares Held
272MCall Options Held
311KPut Options Held
428K-
Morgan Stanley New York, NY37.1MShares$2.1 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$1.51 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22MShares$1.25 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$694 Million0.17% of portfolio
-
Royal Bank Of Canada Toronto, A66.74MShares$382 Million0.09% of portfolio