Waller Financial Planning Group, Inc J P Morgan Exchange Traded Fd Transaction History
Waller Financial Planning Group, Inc
- $403 Million
- Q3 2024
A detailed history of Waller Financial Planning Group, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 4,771 shares of JEPI stock, worth $286,403. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,771
Previous 4,924
3.11%
Holding current value
$286,403
Previous $279,000
1.43%
% of portfolio
0.07%
Previous 0.07%
Shares
3 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