Wealth Enhancement Advisory Services, LLC J P Morgan Exchange Traded Fd Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,636,124 shares of JEPI stock, worth $96.2 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,636,124
Previous 1,504,186
8.77%
Holding current value
$96.2 Million
Previous $87 Million
6.55%
% of portfolio
0.23%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding JEPI
# of Institutions
1,131Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.24 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.66 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.11 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$744 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$418 Million0.14% of portfolio