Code Waechter LLC J P Morgan Exchange Traded Fd Transaction History
Code Waechter LLC
- $153 Million
- Q3 2025
A detailed history of Code Waechter LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Code Waechter LLC holds 21,235 shares of JEPI stock, worth $1.2 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
21,235
Previous 22,156
4.16%
Holding current value
$1.2 Million
Previous $1.26 Million
3.73%
% of portfolio
0.79%
Previous 0.9%
Shares
3 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