Benchmark Financial Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Benchmark Financial Wealth Advisors, LLC
- $300 Million
- Q2 2025
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 21,910 shares of JEPI stock, worth $1.25 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
21,910
Previous 24,088
9.04%
Holding current value
$1.25 Million
Previous $1.38 Million
9.52%
% of portfolio
0.41%
Previous 0.52%
Shares
8 transactions
Others Institutions Holding JEPI
# of Institutions
1,402Shares Held
747MCall Options Held
839KPut Options Held
634K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.9 Billion3.64% of portfolio
-
Morgan Stanley New York, NY45.8MShares$2.61 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.9 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$936 Million0.2% of portfolio