Whipplewood Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Whipplewood Advisors, LLC
- $176 Billion
- Q4 2024
A detailed history of Whipplewood Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 37,996 shares of JEPI stock, worth $2.13 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
37,996Holding current value
$2.13 Million% of portfolio
1.24%Shares
1 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
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Bank Of America Corp Charlotte, NC31.3MShares$1.76 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY20.7MShares$1.16 Billion0.1% of portfolio
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Wells Fargo & Company San Francisco, CA14.6MShares$818 Million0.19% of portfolio
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Ubs Group Ag7.67MShares$431 Million0.08% of portfolio