Wealthcare Capital Management LLC J P Morgan Exchange Traded Fd Transaction History
Wealthcare Capital Management LLC
- $972 Million
- Q4 2024
A detailed history of Wealthcare Capital Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 7,427 shares of JEPI stock, worth $423,041. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,427
Previous 19,150
61.22%
Holding current value
$423,041
Previous $1.14 Million
62.51%
% of portfolio
0.04%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding JEPI
# of Institutions
1,328Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.36 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.78 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.18 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$829 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$437 Million0.08% of portfolio