Talisman Wealth Advisors LLC J P Morgan Exchange Traded Fd Transaction History
Talisman Wealth Advisors LLC
- $97.5 Million
- Q1 2025
A detailed history of Talisman Wealth Advisors LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 4,814 shares of JEPI stock, worth $269,198. This represents 0.28% of its overall portfolio holdings.
Number of Shares
4,814Holding current value
$269,198% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,367Shares 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
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Jpmorgan Chase & CO New York, NY28.2MShares$1.58 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA15.7MShares$879 Million0.21% of portfolio
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Ubs Group Ag8.35MShares$467 Million0.09% of portfolio