Schwarz Dygos Wheeler Investment Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Schwarz Dygos Wheeler Investment Advisors LLC
- $399 Million
- Q4 2024
A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 21,448 shares of JEPI stock, worth $1.27 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
21,448
Previous 17,639
21.59%
Holding current value
$1.27 Million
Previous $1.05 Million
17.54%
% of portfolio
0.31%
Previous 0.27%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,302Shares Held
301MCall Options Held
284KPut Options Held
338K-
Morgan Stanley New York, NY41.5MShares$2.46 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.23 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$861 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$454 Million0.08% of portfolio