Lji Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Lji Wealth Management, LLC
- $508 Billion
- Q4 2024
A detailed history of Lji Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lji Wealth Management, LLC holds 15,507 shares of JEPI stock, worth $913,982. This represents 0.18% of its overall portfolio holdings.
Number of Shares
15,507
Previous 28,870
46.29%
Holding current value
$913,982
Previous $1.72 Billion
48.07%
% of portfolio
0.18%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding JEPI
# of Institutions
1,205Shares Held
283MCall 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$737 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$420 Million0.09% of portfolio