Reliant Wealth Planning J P Morgan Exchange Traded Fd Transaction History
Reliant Wealth Planning
- $200 Million
- Q4 2024
A detailed history of Reliant Wealth Planning transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Reliant Wealth Planning holds 4,713 shares of JEPI stock, worth $277,925. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,713
Previous 4,713
-0.0%
Holding current value
$277,925
Previous $280,000
3.21%
% of portfolio
0.14%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,215Shares Held
283MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.32 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$737 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$420 Million0.09% of portfolio