Jupiter Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Jupiter Wealth Management LLC
- $212 Million
- Q2 2024
A detailed history of Jupiter Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 44,982 shares of JEPI stock, worth $2.61 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
44,982
Previous 104,513
56.96%
Holding current value
$2.61 Million
Previous $6.05 Million
57.85%
% of portfolio
1.2%
Previous 3.36%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,129Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.21 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.63 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$733 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$412 Million0.14% of portfolio