Pasadena Private Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Pasadena Private Wealth, LLC
- $476 Million
- Q1 2025
A detailed history of Pasadena Private Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 19,985 shares of JEPI stock, worth $1.12 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
19,985Holding current value
$1.12 Million% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,367Shares Held
334MCall Options Held
511KPut Options Held
363K-
Morgan Stanley New York, NY43.9MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA15.7MShares$879 Million0.21% of portfolio
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Ubs Group Ag8.35MShares$467 Million0.09% of portfolio