Kingswood Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 106,788 shares of JEPI stock, worth $6.1 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
106,788
Previous 108,718
1.78%
Holding current value
$6.1 Million
Previous $6.47 Billion
5.04%
% of portfolio
0.46%
Previous 0.46%
Shares
7 transactions
Others Institutions Holding JEPI
# of Institutions
1,328Shares Held
303MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.78 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.18 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$831 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$438 Million0.08% of portfolio