Retirement Financial Solutions, LLC J P Morgan Exchange Traded Fd Transaction History
Retirement Financial Solutions, LLC
- $228 Billion
- Q3 2024
A detailed history of Retirement Financial Solutions, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Retirement Financial Solutions, LLC holds 142,527 shares of JEPI stock, worth $8.57 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
142,527
Previous 139,828
1.93%
Holding current value
$8.57 Million
Previous $7.93 Billion
7.02%
% of portfolio
3.71%
Previous 3.73%
Shares
5 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.35 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$752 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$429 Million0.09% of portfolio