Mark Sheptoff Financial Planning, LLC J P Morgan Exchange Traded Fd Transaction History
Mark Sheptoff Financial Planning, LLC
- $182 Million
- Q4 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 280 shares of JEPI stock, worth $16,534. This represents 0.01% of its overall portfolio holdings.
Number of Shares
280
Previous 280
-0.0%
Holding current value
$16,534
Previous $16,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,263Shares Held
292MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.33 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.22 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$738 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$421 Million0.09% of portfolio