Sovereign Financial Group, Inc. J P Morgan Exchange Traded Fd Transaction History
Sovereign Financial Group, Inc.
- $470 Million
- Q2 2025
A detailed history of Sovereign Financial Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 31,504 shares of JEPI stock, worth $1.8 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
31,504
Previous 27,109
16.21%
Holding current value
$1.8 Million
Previous $1.54 Million
16.6%
% of portfolio
0.38%
Previous 0.36%
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$22.9 Billion3.64% of portfolio
-
Morgan Stanley New York, NY43.9MShares$2.51 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.86 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$897 Million0.21% of portfolio