Ferguson Wellman Capital Management, Inc J P Morgan Exchange Traded Fd Transaction History

Ferguson Wellman Capital Management, Inc

$5.48 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 11, 2024	BUY	$51.51 - $55.33 $402,344 - $432,182	7,811 New	7,811 $429,000

Others Institutions Holding JEPI

# of Institutions

1,380

Shares Held

726M

Call Options Held

511K

Put Options Held

363K

Kingstone Capital Partners Texas, LLC Frisco, TX

402M
Shares

$23 Billion
3.64% of portfolio
Morgan Stanley New York, NY

43.9M
Shares

$2.51 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

32.7M
Shares

$1.87 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

28.2M
Shares

$1.61 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

15.7M
Shares

$898 Million
0.21% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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