Ritholtz Wealth Management J P Morgan Exchange Traded Fd Transaction History
Ritholtz Wealth Management
- $3.37 Billion
- Q4 2024
A detailed history of Ritholtz Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ritholtz Wealth Management holds 7,635 shares of JEPI stock, worth $440,157. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,635
Previous 5,750
32.78%
Holding current value
$440,157
Previous $342,000
28.36%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,329Shares Held
303MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.39 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.8 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.2 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$839 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$442 Million0.08% of portfolio