Vision Point Advisory Group, LLC J P Morgan Exchange Traded Fd Transaction History
Vision Point Advisory Group, LLC
- $485 Million
- Q4 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 5,071 shares of JEPI stock, worth $287,728. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,071
Previous 5,194
2.37%
Holding current value
$287,728
Previous $295,000
2.71%
% of portfolio
0.06%
Previous 0.06%
Shares
10 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
-
Wells Fargo & Company San Francisco, CA17MShares$963 Million0.19% of portfolio
-
Envestnet Asset Management Inc9.43MShares$535 Million0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY8.22MShares$466 Million0.03% of portfolio