Retirement Group, LLC J P Morgan Exchange Traded Fd Transaction History
Retirement Group, LLC
- $268 Million
- Q1 2024
A detailed history of Retirement Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Retirement Group, LLC holds 4,136 shares of JEPI stock, worth $240,715. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,136
Previous 3,206
29.01%
Holding current value
$240,715
Previous $176,000
35.8%
% of portfolio
0.09%
Previous 0.07%
Shares
9 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