Acorn Financial Advisory Services Inc J P Morgan Exchange Traded Fd Transaction History
Acorn Financial Advisory Services Inc
- $498 Million
- Q2 2025
A detailed history of Acorn Financial Advisory Services Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 4,864 shares of JEPI stock, worth $278,464. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,864
Previous 4,245
14.58%
Holding current value
$278,464
Previous $242,000
14.05%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,403Shares Held
748MCall Options Held
839KPut Options Held
634K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$23 Billion3.64% of portfolio
-
Morgan Stanley New York, NY45.8MShares$2.62 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.91 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$941 Million0.2% of portfolio