R Pg Family Wealth Advisory, LLC J P Morgan Exchange Traded Fd Transaction History
R Pg Family Wealth Advisory, LLC
- $251 Million
- Q4 2024
A detailed history of R Pg Family Wealth Advisory, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, R Pg Family Wealth Advisory, LLC holds 55,301 shares of JEPI stock, worth $3.27 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
55,301
Previous 52,993
4.36%
Holding current value
$3.27 Million
Previous $3.15 Million
0.89%
% of portfolio
1.27%
Previous 1.11%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,291Shares Held
297MCall Options Held
307KPut Options Held
332K-
Morgan Stanley New York, NY39.4MShares$2.33 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.22 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$859 Million0.19% of portfolio
-
Ubs Group Ag7.13MShares$421 Million0.09% of portfolio