Heritage Wealth Architects, Inc. J P Morgan Exchange Traded Fd Transaction History
Heritage Wealth Architects, Inc.
- $103 Billion
- Q1 2025
A detailed history of Heritage Wealth Architects, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Heritage Wealth Architects, Inc. holds 86,044 shares of JEPI stock, worth $4.72 Million. This represents 4.78% of its overall portfolio holdings.
Number of Shares
86,044Holding current value
$4.72 Million% of portfolio
4.78%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,364Shares Held
333MCall Options Held
511KPut Options Held
363K-
Morgan Stanley New York, NY43.9MShares$2.41 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.79 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.55 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA15.7MShares$862 Million0.21% of portfolio
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Ubs Group Ag8.35MShares$458 Million0.09% of portfolio