Slate Stone Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Slate Stone Wealth, LLC
- $923 Million
- Q2 2024
A detailed history of Slate Stone Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 76,618 shares of JEPI stock, worth $4.54 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
76,618
Previous 72,313
5.95%
Holding current value
$4.54 Million
Previous $4.18 Million
3.8%
% of portfolio
0.47%
Previous 0.42%
Shares
10 transactions
Others Institutions Holding JEPI
# of Institutions
1,136Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.26 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.67 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.12 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$750 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$421 Million0.14% of portfolio