Ridgecrest Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Ridgecrest Wealth Partners, LLC
- $183 Million
- Q4 2024
A detailed history of Ridgecrest Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 3,500 shares of JEPI stock, worth $204,750. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,500Holding current value
$204,750% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,325Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.43 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.83 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY20.7MShares$1.21 Billion0.1% of portfolio
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Wells Fargo & Company San Francisco, CA14.6MShares$851 Million0.19% of portfolio
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Ubs Group Ag7.67MShares$449 Million0.08% of portfolio