Perissos Private Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Perissos Private Wealth Management, LLC
- $125 Billion
- Q3 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 93,422 shares of JEPI stock, worth $5.44 Million. This represents 4.46% of its overall portfolio holdings.
Number of Shares
93,422
Previous 70,601
32.32%
Holding current value
$5.44 Million
Previous $4 Billion
38.93%
% of portfolio
4.46%
Previous 3.59%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.29 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.79 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.3 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$728 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$415 Million0.09% of portfolio