Teamwork Financial Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Teamwork Financial Advisors, LLC
- $774 Million
- Q2 2025
A detailed history of Teamwork Financial Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 907,939 shares of JEPI stock, worth $51.6 Million. This represents 6.67% of its overall portfolio holdings.
Number of Shares
907,939
Previous 753,687
20.47%
Holding current value
$51.6 Million
Previous $42.7 Million
20.83%
% of portfolio
6.67%
Previous 5.98%
Shares
11 transactions
Others Institutions Holding JEPI
# of Institutions
1,383Shares Held
727MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$22.8 Billion3.64% of portfolio
-
Morgan Stanley New York, NY43.9MShares$2.49 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.86 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY28.2MShares$1.6 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$892 Million0.21% of portfolio