Element Wealth, LLC J P Morgan Exchange Traded Fd Transaction History
Element Wealth, LLC
- $209 Million
- Q2 2025
A detailed history of Element Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Element Wealth, LLC holds 3,844 shares of JEPI stock, worth $217,685. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,844
Previous 4,352
11.67%
Holding current value
$217,685
Previous $248,000
12.1%
% of portfolio
0.1%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding JEPI
# of Institutions
1,412Shares Held
345MCall Options Held
839KPut Options Held
640K-
Morgan Stanley New York, NY45.8MShares$2.6 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.89 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$931 Million0.2% of portfolio
-
Envestnet Asset Management Inc8.94MShares$506 Million0.16% of portfolio