Ballast, Inc. J P Morgan Exchange Traded Fd Transaction History

Ballast, Inc.

$202 Million
Q2 2025

A detailed history of Ballast, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ballast, Inc. holds 81,366 shares of JEPI stock, worth $4.56 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

81,366

Holding current value

$4.56 Million

% of portfolio

2.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 29, 2025	BUY	$51.14 - $57.0 $4.16 Million - $4.64 Million	81,366 New	81,366 $4.63 Million

Others Institutions Holding JEPI

# of Institutions

1,385

Shares Held

735M

Call Options Held

511K

Put Options Held

363K

Kingstone Capital Partners Texas, LLC Frisco, TX

402M
Shares

$22.5 Billion
3.64% of portfolio
Morgan Stanley New York, NY

43.9M
Shares

$2.46 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

32.7M
Shares

$1.83 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

28.2M
Shares

$1.58 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

15.7M
Shares

$880 Million
0.21% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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