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 $323,883. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,565
Previous 10,732
48.15%
Holding current value
$323,883
Previous $593,000
49.75%
% of portfolio
0.13%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.29 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.79 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.3 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$728 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$415 Million0.09% of portfolio