Floyd Financial Group LLC J P Morgan Exchange Traded Fd Transaction History
Floyd Financial Group LLC
- $103 Million
- Q2 2025
A detailed history of Floyd Financial Group LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Floyd Financial Group LLC holds 126,656 shares of JEPI stock, worth $7.23 Million. This represents 6.99% of its overall portfolio holdings.
Number of Shares
126,656
Previous 14,634
765.49%
Holding current value
$7.23 Million
Previous $829,000
768.52%
% of portfolio
6.99%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,386Shares Held
732MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.9 Billion3.64% of portfolio
-
Morgan Stanley New York, NY43.9MShares$2.51 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.86 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$897 Million0.21% of portfolio