New Wave Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 2,154 shares of JEPI stock, worth $124,867. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,154Holding current value
$124,867% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,324Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.41 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.2 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$844 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$445 Million0.08% of portfolio