Wealth Spring Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Wealth Spring Partners, LLC
- $134 Billion
- Q3 2023
A detailed history of Wealth Spring Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Spring Partners, LLC holds 9,344 shares of JEPI stock, worth $555,313. This represents 0.37% of its overall portfolio holdings.
Number of Shares
9,344
Previous 9,344
-0.0%
Holding current value
$555,313
Previous $517 Million
3.2%
% of portfolio
0.37%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.34 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.33 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$743 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$423 Million0.09% of portfolio