Smart Wealth LLC J P Morgan Exchange Traded Fd Transaction History
Smart Wealth LLC
- $255 Billion
- Q3 2024
A detailed history of Smart Wealth LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Smart Wealth LLC holds 85,771 shares of JEPI stock, worth $4.99 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
85,771
Previous 76,208
12.55%
Holding current value
$4.99 Million
Previous $4.32 Billion
18.17%
% of portfolio
2.0%
Previous 1.75%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,170Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.29 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.79 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.3 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$728 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$415 Million0.09% of portfolio