Jupiter Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Jupiter Wealth Management LLC
- $185 Million
- Q3 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 52,682 shares of JEPI stock, worth $3.09 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
52,682
Previous 44,982
17.12%
Holding current value
$3.09 Million
Previous $2.55 Million
22.99%
% of portfolio
1.7%
Previous 1.2%
Shares
5 transactions
Others Institutions Holding JEPI
# of Institutions
1,229Shares Held
284MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.31 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.8 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.31 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$734 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$418 Million0.09% of portfolio