Evanson Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History
Evanson Asset Management, LLC
- $1.43 Billion
- Q2 2025
A detailed history of Evanson Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Evanson Asset Management, LLC holds 4,102 shares of JEPI stock, worth $229,670. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,102Holding current value
$229,670% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,386Shares Held
737MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.5 Billion3.64% of portfolio
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Morgan Stanley New York, NY43.9MShares$2.46 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC32.7MShares$1.83 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA15.7MShares$880 Million0.21% of portfolio