Epg Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Epg Wealth Management LLC
- $359 Billion
- Q1 2025
A detailed history of Epg Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Epg Wealth Management LLC holds 47,746 shares of JPIE stock, worth $2.19 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
47,746
Previous 1,300
3572.77%
Holding current value
$2.19 Million
Previous $59.3 Million
3609.01%
% of portfolio
0.61%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
305Shares Held
52.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$233 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.2MShares$147 Million0.01% of portfolio
-
Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
-
Heritage Financial Services, LLC2.18MShares$100 Million10.15% of portfolio
-
Sequoia Financial Advisors, LLC2.16MShares$99.2 Million0.86% of portfolio