Kcs Wealth Advisory J P Morgan Exchange Traded Fd Transaction History
Kcs Wealth Advisory
- $224 Million
- Q3 2023
A detailed history of Kcs Wealth Advisory transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kcs Wealth Advisory holds 5,565 shares of JEPI stock, worth $311,973. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,565
Previous 10,732
48.15%
Holding current value
$311,973
Previous $593,000
49.75%
% of portfolio
0.13%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,389Shares Held
737MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.5 Billion3.64% of portfolio
-
Morgan Stanley New York, NY43.9MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$881 Million0.21% of portfolio