Sheets Smith Wealth Management J P Morgan Exchange Traded Fd Transaction History
Sheets Smith Wealth Management
- $832 Million
- Q2 2025
A detailed history of Sheets Smith Wealth Management transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sheets Smith Wealth Management holds 40,056 shares of JEPI stock, worth $2.3 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
40,056
Previous 39,370
1.74%
Holding current value
$2.3 Million
Previous $2.25 Million
1.24%
% of portfolio
0.27%
Previous 0.28%
Shares
13 transactions
Others Institutions Holding JEPI
# of Institutions
1,387Shares Held
732MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$23 Billion3.64% of portfolio
-
Morgan Stanley New York, NY43.9MShares$2.52 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.87 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$901 Million0.21% of portfolio