Stone Crest Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Stone Crest Wealth Management, Inc.
- $137 Billion
- Q3 2024
A detailed history of Stone Crest Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 64,287 shares of JEPI stock, worth $3.78 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
64,287
Previous 61,574
4.41%
Holding current value
$3.78 Million
Previous $3.49 Billion
9.62%
% of portfolio
2.78%
Previous 2.66%
Shares
4 transactions
Others Institutions Holding JEPI
# of Institutions
1,171Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.32 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.81 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.32 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$736 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$419 Million0.09% of portfolio