Tanglewood Wealth Management, Inc. J P Morgan Exchange Traded Fd Transaction History
Tanglewood Wealth Management, Inc.
- $971 Million
- Q2 2025
A detailed history of Tanglewood Wealth Management, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 7,040 shares of JEPI stock, worth $398,675. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,040
Previous 7,040
-0.0%
Holding current value
$398,675
Previous $399,000
0.25%
% of portfolio
0.04%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,400Shares Held
345MCall Options Held
839KPut Options Held
634K-
Morgan Stanley New York, NY45.8MShares$2.6 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.89 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$931 Million0.2% of portfolio
-
Envestnet Asset Management Inc8.94MShares$506 Million0.16% of portfolio