Global Financial Private Client, LLC J P Morgan Exchange Traded Fd Transaction History
Global Financial Private Client, LLC
- $281 Billion
- Q3 2025
A detailed history of Global Financial Private Client, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Global Financial Private Client, LLC holds 5,317 shares of JEPI stock, worth $301,686. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,317
Previous 5,128
3.69%
Holding current value
$301,686
Previous $292 Million
4.14%
% of portfolio
0.11%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,434Shares Held
333MCall Options Held
737KPut Options Held
636K-
Morgan Stanley New York, NY47MShares$2.67 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC32.9MShares$1.87 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA17MShares$963 Million0.19% of portfolio
-
Envestnet Asset Management Inc9.43MShares$535 Million0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY8.22MShares$466 Million0.03% of portfolio