Ivc Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Ivc Wealth Advisors LLC
- $177 Million
- Q4 2024
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 168,421 shares of JEPI stock, worth $10 Million. This represents 5.46% of its overall portfolio holdings.
Number of Shares
168,421
Previous 160,148
5.17%
Holding current value
$10 Million
Previous $9.53 Million
1.67%
% of portfolio
5.46%
Previous 5.25%
Shares
10 transactions
Others Institutions Holding JEPI
# of Institutions
1,323Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.47 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.86 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.23 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$865 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$456 Million0.08% of portfolio