Cypress Wealth Services, LLC J P Morgan Exchange Traded Fd Transaction History
Cypress Wealth Services, LLC
- $652 Million
- Q4 2025
A detailed history of Cypress Wealth Services, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 12,267 shares of JEPI stock, worth $696,029. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,267Holding current value
$696,029% of portfolio
0.11%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,435Shares Held
332MCall Options Held
737KPut Options Held
636K-
Morgan Stanley New York, NY47MShares$2.67 Billion0.17% of portfolio
-
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