21 West Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
21 West Wealth Management LLC
- $99.1 Billion
- Q2 2025
A detailed history of 21 West Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, 21 West Wealth Management LLC holds 89,336 shares of JEPI stock, worth $5 Million. This represents 5.12% of its overall portfolio holdings.
Number of Shares
89,336Holding current value
$5 Million% of portfolio
5.12%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,389Shares Held
737MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.5 Billion3.64% of portfolio
-
Morgan Stanley New York, NY43.9MShares$2.46 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC32.7MShares$1.83 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA15.7MShares$880 Million0.21% of portfolio