Trinity Legacy Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Trinity Legacy Partners, LLC
- $397 Million
- Q2 2025
A detailed history of Trinity Legacy Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Trinity Legacy Partners, LLC holds 257,112 shares of JEPI stock, worth $14.7 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
257,112
Previous 251,590
2.19%
Holding current value
$14.7 Million
Previous $14.4 Million
1.68%
% of portfolio
3.68%
Previous 3.76%
Shares
12 transactions
Others Institutions Holding JEPI
# of Institutions
1,387Shares Held
732MCall Options Held
511KPut Options Held
363K-
Kingstone Capital Partners Texas, LLC Frisco, TX402MShares$23 Billion3.64% of portfolio
-
Morgan Stanley New York, NY43.9MShares$2.52 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.87 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY28.2MShares$1.61 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA15.7MShares$901 Million0.21% of portfolio