Modern Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Modern Wealth Management, LLC
- $2.86 Trillion
- Q4 2024
A detailed history of Modern Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Modern Wealth Management, LLC holds 97,664 shares of JEPI stock, worth $5.77 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
97,664Holding current value
$5.77 Million% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,317Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.45 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.85 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY20.7MShares$1.23 Billion0.1% of portfolio
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Wells Fargo & Company San Francisco, CA14.6MShares$861 Million0.19% of portfolio
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Ubs Group Ag7.67MShares$453 Million0.08% of portfolio