Rialto Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Rialto Wealth Management, LLC
- $303 Billion
- Q4 2024
A detailed history of Rialto Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 1,589 shares of JEPI stock, worth $90,509. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,589Holding current value
$90,509% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,328Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.36 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.78 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY20.7MShares$1.18 Billion0.1% of portfolio
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Wells Fargo & Company San Francisco, CA14.6MShares$829 Million0.19% of portfolio
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Ubs Group Ag7.67MShares$437 Million0.08% of portfolio