Occidental Asset Management, LLC J P Morgan Exchange Traded Fd Transaction History
Occidental Asset Management, LLC
- $818 Million
- Q4 2025
A detailed history of Occidental Asset Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Occidental Asset Management, LLC holds 3,895 shares of JEPI stock, worth $221,002. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,895Holding current value
$221,002% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,434Shares 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