Selective Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
A detailed history of Selective Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 160,274 shares of JEPI stock, worth $9.47 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
160,274
Previous 159,371
0.57%
Holding current value
$9.47 Million
Previous $9.48 Million
2.78%
% of portfolio
3.73%
Previous 3.96%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,199Shares Held
280MCall Options Held
307KPut Options Held
341K-
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, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$739 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$421 Million0.09% of portfolio