Monterey Private Wealth, Inc. J P Morgan Exchange Traded Fd Transaction History
Monterey Private Wealth, Inc.
- $303 Million
- Q4 2024
A detailed history of Monterey Private Wealth, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 55,193 shares of JEPI stock, worth $3.25 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
55,193
Previous 35,300
56.35%
Holding current value
$3.25 Million
Previous $2.1 Million
51.19%
% of portfolio
1.05%
Previous 0.72%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,205Shares Held
283MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.32 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$737 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$420 Million0.09% of portfolio