Paragon Private Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Paragon Private Wealth Management, LLC
- $210 Million
- Q4 2024
A detailed history of Paragon Private Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 7,364 shares of JEPI stock, worth $428,584. This represents 0.2% of its overall portfolio holdings.
Number of Shares
7,364
Previous 7,837
6.04%
Holding current value
$428,584
Previous $466,000
9.23%
% of portfolio
0.2%
Previous 0.24%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,325Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.42 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.21 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$847 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$446 Million0.08% of portfolio