Wealth Shield Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Wealth Shield Partners, LLC
- $690 Million
- Q4 2024
A detailed history of Wealth Shield Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 397 shares of JEPI stock, worth $22,299. This represents 0.0% of its overall portfolio holdings.
Number of Shares
397
Previous 397
-0.0%
Holding current value
$22,299
Previous $23,000
4.35%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,327Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.33 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.76 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.16 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$818 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$431 Million0.08% of portfolio