Zrc Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Zrc Wealth Management, LLC
- $211 Billion
- Q2 2024
A detailed history of Zrc Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Zrc Wealth Management, LLC holds 1,657 shares of JEPI stock, worth $94,067. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,657
Previous 937
76.84%
Holding current value
$94,067
Previous $54.2 Million
73.2%
% of portfolio
0.04%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding JEPI
# of Institutions
1,098Shares Held
275MCall Options Held
311KPut Options Held
428K-
Morgan Stanley New York, NY37.1MShares$2.11 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC26.6MShares$1.51 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22MShares$1.25 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$695 Million0.17% of portfolio
-
Royal Bank Of Canada Toronto, A66.74MShares$383 Million0.09% of portfolio