Sterling Investment Counsel, LLC J P Morgan Exchange Traded Fd Transaction History
Sterling Investment Counsel, LLC
- $170 Million
- Q2 2025
A detailed history of Sterling Investment Counsel, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sterling Investment Counsel, LLC holds 212,830 shares of JEPI stock, worth $11.9 Million. This represents 7.12% of its overall portfolio holdings.
Number of Shares
212,830
Previous 414,001
48.59%
Holding current value
$11.9 Million
Previous $23.7 Million
48.85%
% of portfolio
7.12%
Previous 8.14%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,399Shares Held
746MCall Options Held
839KPut Options Held
634K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.5 Billion3.64% of portfolio
-
Morgan Stanley New York, NY45.8MShares$2.57 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.87 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$921 Million0.2% of portfolio