Wealth Plan Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Wealth Plan Partners, LLC
- $705 Billion
- Q4 2024
A detailed history of Wealth Plan Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 5,145 shares of JEPI stock, worth $304,429. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,145
Previous 6,285
18.14%
Holding current value
$304,429
Previous $374 Million
20.86%
% of portfolio
0.04%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,308Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.46 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.23 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$861 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$454 Million0.08% of portfolio