Rooted Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 264,139 shares of JEPI stock, worth $14.8 Million. This represents 5.45% of its overall portfolio holdings.
Number of Shares
264,139
Previous 249,478
5.88%
Holding current value
$14.8 Million
Previous $14.1 Million
6.2%
% of portfolio
5.45%
Previous 5.9%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,389Shares Held
737MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.5 Billion3.64% of portfolio
-
Morgan Stanley New York, NY43.9MShares$2.46 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.83 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$881 Million0.21% of portfolio