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 $3.92 Million. This represents 2.54% of its overall portfolio holdings.
Number of Shares
69,876
Previous 68,019
2.73%
Holding current value
$3.92 Million
Previous $3.91 Billion
2.03%
% of portfolio
2.54%
Previous 2.55%
Shares
6 transactions
Others Institutions Holding JEPI
# of Institutions
1,369Shares Held
334MCall Options Held
511KPut Options Held
363K-
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
-
Ubs Group Ag8.35MShares$468 Million0.09% of portfolio