Frg Family Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Frg Family Wealth Advisors LLC
- $545 Million
- Q3 2024
A detailed history of Frg Family Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 87,421 shares of JEPI stock, worth $5.14 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
87,421
Previous 82,611
5.82%
Holding current value
$5.14 Million
Previous $4.68 Million
11.11%
% of portfolio
0.95%
Previous 0.69%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.32 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$735 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$419 Million0.09% of portfolio