Adg Wealth Management Group, LLC J P Morgan Exchange Traded Fd Transaction History
Adg Wealth Management Group, LLC
- $113 Billion
- Q4 2024
A detailed history of Adg Wealth Management Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 163,039 shares of JEPI stock, worth $9.57 Million. This represents 8.33% of its overall portfolio holdings.
Number of Shares
163,039Holding current value
$9.57 Million% of portfolio
8.33%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,229Shares Held
284MCall Options Held
307KPut Options Held
344K-
Morgan Stanley New York, NY39.4MShares$2.31 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.8 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY22.4MShares$1.31 Billion0.11% of portfolio
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Wells Fargo & Company San Francisco, CA12.5MShares$734 Million0.17% of portfolio
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Ubs Group Ag7.13MShares$418 Million0.09% of portfolio