Meadow Creek Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Meadow Creek Wealth Advisors LLC
- $125 Million
- Q3 2024
A detailed history of Meadow Creek Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Meadow Creek Wealth Advisors LLC holds 70,165 shares of JEPI stock, worth $4.1 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
70,165
Previous 65,064
7.84%
Holding current value
$4.1 Million
Previous $3.69 Million
13.24%
% of portfolio
3.34%
Previous 3.52%
Shares
5 transactions
Others Institutions Holding JEPI
# of Institutions
1,139Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.23 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.65 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.1 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$740 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$415 Million0.14% of portfolio