Fma Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Fma Wealth Management, LLC
- $130 Billion
- Q1 2025
A detailed history of Fma Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fma Wealth Management, LLC holds 45,754 shares of JEPI stock, worth $2.46 Million. This represents 2.09% of its overall portfolio holdings.
Number of Shares
45,754
Previous 45,429
0.72%
Holding current value
$2.46 Million
Previous $2.61 Billion
4.01%
% of portfolio
2.09%
Previous 1.95%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,340Shares Held
312MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.23 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.68 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.11 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$782 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$412 Million0.08% of portfolio