Prosperity Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Prosperity Wealth Management, Inc.
- $270 Billion
- Q2 2025
A detailed history of Prosperity Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Prosperity Wealth Management, Inc. holds 23,624 shares of JEPI stock, worth $1.34 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
23,624
Previous 17,117
38.01%
Holding current value
$1.34 Million
Previous $978 Million
37.31%
% of portfolio
0.5%
Previous 0.46%
Shares
11 transactions
Others Institutions Holding JEPI
# of Institutions
1,419Shares 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
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$931 Million0.2% of portfolio
-
Envestnet Asset Management Inc8.94MShares$506 Million0.16% of portfolio