Bridgewealth Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History
Bridgewealth Advisory Group, LLC
- $431 Billion
- Q3 2025
A detailed history of Bridgewealth Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 111,379 shares of JEPI stock, worth $6.32 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
111,379
Previous 102,707
8.44%
Holding current value
$6.32 Million
Previous $5.84 Billion
8.92%
% of portfolio
1.47%
Previous 1.48%
Shares
11 transactions
Others Institutions Holding JEPI
# of Institutions
1,433Shares Held
333MCall Options Held
737KPut Options Held
636K-
Morgan Stanley New York, NY47MShares$2.67 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC32.9MShares$1.87 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17MShares$963 Million0.19% of portfolio
-
Envestnet Asset Management Inc9.43MShares$535 Million0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY8.22MShares$466 Million0.03% of portfolio