Stone Crest Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Stone Crest Wealth Management, Inc.
- $157 Billion
- Q1 2025
A detailed history of Stone Crest Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 69,876 shares of JEPI stock, worth $3.76 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
69,876
Previous 68,019
2.73%
Holding current value
$3.76 Million
Previous $3.91 Billion
2.03%
% of portfolio
2.54%
Previous 2.55%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,343Shares Held
312MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.23 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.68 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.12 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$783 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$413 Million0.08% of portfolio