Orgel Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Orgel Wealth Management, LLC
- $3.93 Billion
- Q2 2025
A detailed history of Orgel Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 5,080 shares of JEPI stock, worth $284,429. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,080Holding current value
$284,429% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,385Shares Held
735MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.5 Billion3.64% of portfolio
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Morgan Stanley New York, NY43.9MShares$2.46 Billion0.18% of portfolio
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Bank Of America Corp Charlotte, NC32.7MShares$1.83 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA15.7MShares$880 Million0.21% of portfolio