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 $3.15 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
55,193
Previous 35,300
56.35%
Holding current value
$3.15 Million
Previous $2.1 Million
51.19%
% of portfolio
1.05%
Previous 0.72%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,328Shares Held
303MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.78 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.18 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$831 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$438 Million0.08% of portfolio