5 T Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, 5 T Wealth, LLC holds 34,593 shares of JEPI stock, worth $2.05 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

34,593

Holding current value

$2.05 Million

% of portfolio

1.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$57.53 - $60.83 $1.99 Million - $2.1 Million	34,593 New	34,593 $1.99 Billion

Others Institutions Holding JEPI

# of Institutions

1,215

Shares Held

283M

Call Options Held

307K

Put Options Held

344K

Morgan Stanley New York, NY

39.4M
Shares

$2.33 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

30.7M
Shares

$1.82 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

22.4M
Shares

$1.32 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12.5M
Shares

$739 Million
0.17% of portfolio
Ubs Group Ag

7.13M
Shares

$421 Million
0.09% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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