Family Legacy Financial Solutions, LLC J P Morgan Exchange Traded Fd Transaction History
Family Legacy Financial Solutions, LLC
- $131 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,422Shares Held
346MCall Options Held
839KPut Options Held
640K-
Morgan Stanley New York, NY45.8MShares$2.6 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC33.4MShares$1.89 Billion0.14% of portfolio
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Jpmorgan Chase & CO New York, NY28.2MShares$1.6 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA16.4MShares$931 Million0.2% of portfolio
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Envestnet Asset Management Inc9.43MShares$534 Million0.17% of portfolio