Bcs Wealth Management J P Morgan Exchange Traded Fd Transaction History
Bcs Wealth Management
- $465 Million
- Q2 2025
A detailed history of Bcs Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bcs Wealth Management holds 13,858 shares of JEPI stock, worth $794,340. This represents 0.17% of its overall portfolio holdings.
Number of Shares
13,858
Previous 18,025
23.12%
Holding current value
$794,340
Previous $1.03 Million
23.5%
% of portfolio
0.17%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,386Shares Held
732MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$23 Billion3.64% of portfolio
-
Morgan Stanley New York, NY43.9MShares$2.52 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.87 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$901 Million0.21% of portfolio