Sheets Smith Wealth Management J P Morgan Exchange Traded Fd Transaction History
Sheets Smith Wealth Management
- $807 Million
- Q3 2024
A detailed history of Sheets Smith Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sheets Smith Wealth Management holds 30,164 shares of JEPI stock, worth $1.81 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
30,164
Previous 30,256
0.3%
Holding current value
$1.81 Million
Previous $1.71 Million
4.73%
% of portfolio
0.22%
Previous 0.21%
Shares
10 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