Summit Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 75,653 shares of JEPI stock, worth $4.54 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
75,653
Previous 76,928
1.66%
Holding current value
$4.54 Million
Previous $4.36 Billion
3.25%
% of portfolio
0.87%
Previous 0.91%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,147Shares Held
274MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.29 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.69 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.34 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$760 Million0.18% of portfolio
-
Ubs Group Ag6.89MShares$414 Million0.1% of portfolio