Spire Wealth Management J P Morgan Exchange Traded Fd Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
A detailed history of Spire Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Spire Wealth Management holds 305,544 shares of JEPI stock, worth $17.3 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
305,544
Previous 282,296
8.24%
Holding current value
$17.3 Million
Previous $15.5 Million
13.9%
% of portfolio
0.59%
Previous 0.54%
Shares
13 transactions
Others Institutions Holding JEPI
# of Institutions
1,088Shares Held
272MCall Options Held
311KPut Options Held
428K-
Morgan Stanley New York, NY37.1MShares$2.1 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$1.51 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22MShares$1.25 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$694 Million0.17% of portfolio
-
Royal Bank Of Canada Toronto, A66.74MShares$382 Million0.09% of portfolio