Maia Wealth LLC J P Morgan Exchange Traded Fd Transaction History
Maia Wealth LLC
- $405 Billion
- Q3 2024
A detailed history of Maia Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Maia Wealth LLC holds 33,123 shares of JEPI stock, worth $2.01 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
33,123
Previous 32,787
1.02%
Holding current value
$2.01 Million
Previous $1.86 Billion
5.52%
% of portfolio
0.49%
Previous 0.56%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,168Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.39 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.87 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.36 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$759 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$432 Million0.09% of portfolio