Heritage Wealth Architects, Inc. J P Morgan Exchange Traded Fd Transaction History
Heritage Wealth Architects, Inc.
- $162 Billion
- Q3 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 116,264 shares of JEPI stock, worth $6.56 Million. This represents 4.09% of its overall portfolio holdings.
Number of Shares
116,264
Previous 87,760
32.48%
Holding current value
$6.56 Million
Previous $4.99 Billion
33.06%
% of portfolio
4.09%
Previous 3.67%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,423Shares Held
326MCall Options Held
839KPut Options Held
640K-
Morgan Stanley New York, NY45.8MShares$2.59 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.88 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$928 Million0.2% of portfolio
-
Envestnet Asset Management Inc9.43MShares$532 Million0.17% of portfolio
-
Ubs Group Ag8.47MShares$478 Million0.09% of portfolio