Quaker Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Quaker Wealth Management, LLC
- $272 Million
- Q3 2024
A detailed history of Quaker Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Quaker Wealth Management, LLC holds 253,467 shares of JEPI stock, worth $15.1 Million. This represents 5.55% of its overall portfolio holdings.
Number of Shares
253,467Holding current value
$15.1 Million% of portfolio
5.55%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
279MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.34 Billion0.17% of portfolio
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Bank Of America Corp Charlotte, NC30.7MShares$1.83 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY22.4MShares$1.33 Billion0.11% of portfolio
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Wells Fargo & Company San Francisco, CA12.5MShares$744 Million0.17% of portfolio
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Ubs Group Ag7.13MShares$424 Million0.09% of portfolio