Lowe Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Lowe Wealth Advisors, LLC
- $230 Million
- Q3 2024
A detailed history of Lowe Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 101,177 shares of JEPI stock, worth $6.09 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
101,177
Previous 97,577
3.69%
Holding current value
$6.09 Million
Previous $5.53 Million
8.88%
% of portfolio
2.62%
Previous 2.54%
Shares
13 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.35 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$752 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$429 Million0.09% of portfolio