Pensionmark Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History
Pensionmark Financial Group, LLC
- $4.23 Billion
- Q2 2025
A detailed history of Pensionmark Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 200,262 shares of JEPI stock, worth $11.2 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
200,262
Previous 196,699
1.81%
Holding current value
$11.2 Million
Previous $11.2 Million
1.29%
% of portfolio
0.27%
Previous 0.3%
Shares
8 transactions
Others Institutions Holding JEPI
# of Institutions
1,399Shares Held
746MCall Options Held
839KPut Options Held
634K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.5 Billion3.64% of portfolio
-
Morgan Stanley New York, NY45.8MShares$2.57 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.87 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$921 Million0.2% of portfolio