Wealth Alliance Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History
Wealth Alliance Advisory Group, LLC
- $411 Million
- Q2 2024
A detailed history of Wealth Alliance Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Alliance Advisory Group, LLC holds 24,730 shares of JEPI stock, worth $1.43 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
24,730
Previous 25,306
2.28%
Holding current value
$1.43 Million
Previous $1.46 Million
4.3%
% of portfolio
0.34%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,129Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.21 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.63 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$733 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$412 Million0.14% of portfolio