Ivc Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Ivc Wealth Advisors LLC
- $184 Million
- Q1 2025
A detailed history of Ivc Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 190,409 shares of JEPI stock, worth $10.5 Million. This represents 5.86% of its overall portfolio holdings.
Number of Shares
190,409
Previous 168,421
13.06%
Holding current value
$10.5 Million
Previous $9.69 Million
11.38%
% of portfolio
5.86%
Previous 5.46%
Shares
11 transactions
Others Institutions Holding JEPI
# of Institutions
1,343Shares Held
312MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.28 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.72 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.14 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$800 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$422 Million0.08% of portfolio