Outlook Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 4,255 shares of JEPI stock, worth $239,003. This represents 0.08% of its overall portfolio holdings.
Number of Shares
4,255
Previous 4,255
-0.0%
Holding current value
$239,003
Previous $253,000
3.56%
% of portfolio
0.08%
Previous 0.09%
Shares
15 transactions
Others Institutions Holding JEPI
# of Institutions
1,327Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.33 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.76 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.16 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$818 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$431 Million0.08% of portfolio