Tobias Financial Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Tobias Financial Advisors, Inc.
- $569 Million
- Q2 2025
A detailed history of Tobias Financial Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 260,970 shares of JEPI stock, worth $14.9 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
260,970Holding current value
$14.9 Million% of portfolio
2.61%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,403Shares Held
748MCall Options Held
839KPut Options Held
634K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$23 Billion3.64% of portfolio
-
Morgan Stanley New York, NY45.8MShares$2.62 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.91 Billion0.14% of portfolio
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Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA16.4MShares$941 Million0.2% of portfolio