Beacon Harbor Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Beacon Harbor Wealth Advisors, Inc.
- $387 Million
- Q2 2025
A detailed history of Beacon Harbor Wealth Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Beacon Harbor Wealth Advisors, Inc. holds 3,760 shares of JEPI stock, worth $210,785. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,760Holding current value
$210,785% of portfolio
0.06%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$881 Million0.21% of portfolio