Yarger Wealth Strategies, LLC J P Morgan Exchange Traded Fd Transaction History
Yarger Wealth Strategies, LLC
- $159 Million
- Q3 2024
A detailed history of Yarger Wealth Strategies, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Yarger Wealth Strategies, LLC holds 3,439 shares of JEPI stock, worth $203,829. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,439
Previous 3,615
4.87%
Holding current value
$203,829
Previous $204,000
-0.0%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,165Shares Held
279MCall 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$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.33 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$741 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$422 Million0.09% of portfolio