Summit Wealth & Retirement Planning, Inc. J P Morgan Exchange Traded Fd Transaction History
Summit Wealth & Retirement Planning, Inc.
- $300 Million
- Q3 2024
A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 3,878 shares of JEPI stock, worth $229,228. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,878Holding current value
$229,228% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.33 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.82 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
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Wells Fargo & Company San Francisco, CA12.5MShares$739 Million0.17% of portfolio
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Ubs Group Ag7.13MShares$421 Million0.09% of portfolio