Quaker Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Quaker Wealth Management, LLC
- $282 Million
- Q2 2025
A detailed history of Quaker Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Quaker Wealth Management, LLC holds 77 shares of JEPI stock, worth $4,386. This represents 0.0% of its overall portfolio holdings.
Number of Shares
77
Previous 77
-0.0%
Holding current value
$4,386
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,400Shares Held
748MCall Options Held
839KPut Options Held
634K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.9 Billion3.64% of portfolio
-
Morgan Stanley New York, NY45.8MShares$2.61 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.9 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$936 Million0.2% of portfolio