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 $543,820. This represents 0.37% of its overall portfolio holdings.
Number of Shares
9,344
Previous 9,344
-0.0%
Holding current value
$543,820
Previous $517 Million
3.2%
% of portfolio
0.37%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,325Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.42 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.21 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$847 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$446 Million0.08% of portfolio