Zimmermann Investment Management & Planning LLC J P Morgan Exchange Traded Fd Transaction History
Zimmermann Investment Management & Planning LLC
- $287 Million
- Q3 2024
A detailed history of Zimmermann Investment Management & Planning LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 163,220 shares of JEPI stock, worth $9.54 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
163,220
Previous 141,630
15.24%
Holding current value
$9.54 Million
Previous $8.03 Million
21.0%
% of portfolio
3.38%
Previous 2.85%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,139Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.23 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.65 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.1 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$740 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$415 Million0.14% of portfolio