One Ascent Family Office, LLC J P Morgan Exchange Traded Fd Transaction History
One Ascent Family Office, LLC
- $97.4 Million
- Q3 2025
A detailed history of One Ascent Family Office, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, One Ascent Family Office, LLC holds 35,889 shares of JEPI stock, worth $2.03 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
35,889Holding current value
$2.03 Million% of portfolio
2.1%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,430Shares Held
330MCall Options Held
839KPut Options Held
640K-
Morgan Stanley New York, NY45.8MShares$2.59 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.88 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA17MShares$958 Million0.19% of portfolio
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Envestnet Asset Management Inc9.43MShares$532 Million0.17% of portfolio
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Royal Bank Of Canada Toronto, A68.27MShares$467 Million0.09% of portfolio