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 $9.71 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
163,220
Previous 141,630
15.24%
Holding current value
$9.71 Million
Previous $8.03 Million
21.0%
% of portfolio
3.38%
Previous 2.85%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares 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$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.33 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$744 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$424 Million0.09% of portfolio