Slate Stone Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Slate Stone Wealth, LLC
- $1.11 Billion
- Q3 2024
A detailed history of Slate Stone Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 62,693 shares of JEPI stock, worth $3.74 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
62,693
Previous 76,618
18.17%
Holding current value
$3.74 Million
Previous $4.34 Million
14.09%
% of portfolio
0.34%
Previous 0.47%
Shares
11 transactions
Others Institutions Holding JEPI
# of Institutions
1,143Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.27 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.68 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.33 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$754 Million0.18% of portfolio
-
Ubs Group Ag6.89MShares$411 Million0.1% of portfolio