Etesian Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Etesian Wealth Advisors, Inc.
- $268 Billion
- Q2 2025
A detailed history of Etesian Wealth Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Etesian Wealth Advisors, Inc. holds 34,867 shares of JEPI stock, worth $1.95 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
34,867
Previous 24,953
39.73%
Holding current value
$1.95 Million
Previous $1.43 Billion
39.02%
% of portfolio
0.74%
Previous 0.61%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,385Shares Held
735MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.5 Billion3.64% of portfolio
-
Morgan Stanley New York, NY43.9MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$880 Million0.21% of portfolio