Ep Wealth Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 43,156 shares of JCPB stock, worth $2.04 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
43,156
Previous 4,610
836.14%
Holding current value
$2.04 Million
Previous $216,000
839.81%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding JCPB
# of Institutions
418Shares Held
150MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC10.4MShares$494 Million3.42% of portfolio
-
Bank Of America Corp Charlotte, NC8.41MShares$399 Million0.03% of portfolio
-
Factory Mutual Insurance CO Waltham, MA5.85MShares$277 Million2.75% of portfolio
-
Morgan Stanley New York, NY4.25MShares$201 Million0.01% of portfolio
-
Jpmorgan Chase & CO New York, NY3.99MShares$189 Million0.01% of portfolio