Vision Point Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 5,194 shares of JEPI stock, worth $294,136. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,194
Previous 4,489
15.71%
Holding current value
$294,136
Previous $255,000
15.69%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,412Shares Held
345MCall Options Held
839KPut Options Held
640K-
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