Legacy Wealth Managment, Llc/Id J P Morgan Exchange Traded Fd Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 1,538 shares of JEPI stock, worth $89,973. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,538
Previous 1,593
3.45%
Holding current value
$89,973
Previous $94,000
6.38%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,324Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.43 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.21 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$851 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$449 Million0.08% of portfolio