New Insight Wealth Advisors J P Morgan Exchange Traded Fd Transaction History
New Insight Wealth Advisors
- $243 Billion
- Q2 2025
A detailed history of New Insight Wealth Advisors transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, New Insight Wealth Advisors holds 4,567 shares of JEPI stock, worth $258,629. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,567Holding current value
$258,629% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,415Shares Held
345MCall Options Held
839KPut Options Held
640K-
Morgan Stanley New York, NY45.8MShares$2.6 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.89 Billion0.14% of portfolio
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Jpmorgan Chase & CO New York, NY28.2MShares$1.6 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA16.4MShares$931 Million0.2% of portfolio
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Envestnet Asset Management Inc8.94MShares$506 Million0.16% of portfolio