Ep Wealth Advisors, LLC J P Morgan Exchg Traded Fd Tr Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 249,433 shares of JIRE stock, worth $18.6 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
249,433Holding current value
$18.6 Million% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding JIRE
# of Institutions
256Shares Held
103MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY62.2MShares$4.63 Billion0.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.05MShares$302 Million0.1% of portfolio
-
Envestnet Asset Management Inc2.06MShares$154 Million0.04% of portfolio
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Janney Montgomery Scott LLC1.73MShares$129 Million0.3% of portfolio
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Assetmark, Inc1.7MShares$127 Million0.29% of portfolio