Long View Wealth Management J P Morgan Exchange Traded Fd Transaction History
Long View Wealth Management
- $330 Billion
- Q2 2025
A detailed history of Long View Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Long View Wealth Management holds 25,508 shares of JEPI stock, worth $1.46 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
25,508
Previous 17,087
49.28%
Holding current value
$1.46 Million
Previous $976 Million
48.52%
% of portfolio
0.44%
Previous 0.29%
Shares
3 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
-
Bank Of America Corp Charlotte, NC33.4MShares$1.91 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$941 Million0.2% of portfolio