Cassaday & CO Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Cassaday & CO Wealth Management LLC
- $4.32 Billion
- Q3 2025
A detailed history of Cassaday & CO Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 4,582 shares of JEPI stock, worth $259,982. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,582Holding current value
$259,982% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,435Shares Held
333MCall Options Held
737KPut Options Held
636K-
Morgan Stanley New York, NY47MShares$2.67 Billion0.17% of portfolio
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Bank Of America Corp Charlotte, NC32.9MShares$1.87 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA17MShares$963 Million0.19% of portfolio
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Envestnet Asset Management Inc9.43MShares$535 Million0.17% of portfolio
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Jpmorgan Chase & CO New York, NY8.22MShares$466 Million0.03% of portfolio