U.S. Capital Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
U.S. Capital Wealth Advisors, LLC
- $2.46 Billion
- Q2 2024
A detailed history of U.S. Capital Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 373,429 shares of JEPI stock, worth $22.2 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
373,429
Previous 362,047
3.14%
Holding current value
$22.2 Million
Previous $20.9 Million
1.04%
% of portfolio
0.86%
Previous 0.87%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,132Shares Held
270MCall 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, NY18.9MShares$1.12 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$752 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$422 Million0.14% of portfolio