Cornerstone Wealth Group, LLC J P Morgan Exchange Traded Fd Transaction History
Cornerstone Wealth Group, LLC
- $1.35 Billion
- Q2 2025
A detailed history of Cornerstone Wealth Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 99,057 shares of JEPI stock, worth $5.65 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
99,057
Previous 101,205
2.12%
Holding current value
$5.65 Million
Previous $5.78 Million
2.61%
% of portfolio
0.42%
Previous 0.48%
Shares
11 transactions
Others Institutions Holding JEPI
# of Institutions
1,386Shares Held
732MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.9 Billion3.64% of portfolio
-
Morgan Stanley New York, NY43.9MShares$2.51 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.86 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$897 Million0.21% of portfolio