Monterey Private Wealth, Inc. J P Morgan Exchange Traded Fd Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 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 30,202 shares of JEPI stock, worth $1.75 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
30,202Holding current value
$1.75 Million% of portfolio
0.64%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,129Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.21 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.63 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.09 Billion0.09% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$733 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$412 Million0.14% of portfolio