Harbor Asset Planning, Inc. J P Morgan Exchange Traded Fd Transaction History
Harbor Asset Planning, Inc.
- $105 Billion
- Q2 2025
A detailed history of Harbor Asset Planning, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Harbor Asset Planning, Inc. holds 13,839 shares of JEPI stock, worth $792,282. This represents 0.75% of its overall portfolio holdings.
Number of Shares
13,839Holding current value
$792,282% of portfolio
0.75%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,403Shares Held
748MCall Options Held
839KPut Options Held
634K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$23 Billion3.64% of portfolio
-
Morgan Stanley New York, NY45.8MShares$2.62 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC33.4MShares$1.91 Billion0.14% of portfolio
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Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA16.4MShares$941 Million0.2% of portfolio