Wr Wealth Planners, LLC J P Morgan Exchange Traded Fd Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,876 shares of JEPI stock, worth $110,965. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,876
Previous 1,876
-0.0%
Holding current value
$110,965
Previous $106,000
4.72%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,137Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.26 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.67 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.12 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$749 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$420 Million0.14% of portfolio