Naviter Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Naviter Wealth, LLC
- $710 Million
- Q3 2024
A detailed history of Naviter Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Naviter Wealth, LLC holds 8,541 shares of JEPI stock, worth $511,691. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,541
Previous 157,698
94.58%
Holding current value
$511,691
Previous $8.94 Million
94.32%
% of portfolio
0.07%
Previous 1.35%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
279MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.36 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.84 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.34 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$749 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$427 Million0.09% of portfolio