Rooted Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 280,323 shares of JEPI stock, worth $15.9 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
280,323
Previous 264,139
6.13%
Holding current value
$15.9 Million
Previous $15 Million
6.59%
% of portfolio
5.2%
Previous 5.45%
Shares
10 transactions
Others Institutions Holding JEPI
# of Institutions
1,402Shares Held
345MCall Options Held
839KPut Options Held
634K-
Morgan Stanley New York, NY45.8MShares$2.6 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.89 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$931 Million0.2% of portfolio
-
Envestnet Asset Management Inc8.94MShares$506 Million0.16% of portfolio