Waller Financial Planning Group, Inc J P Morgan Exchange Traded Fd Transaction History
Waller Financial Planning Group, Inc
- $434 Million
- Q3 2025
A detailed history of Waller Financial Planning Group, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 7,650 shares of JEPI stock, worth $434,061. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,650
Previous 6,650
15.04%
Holding current value
$434,061
Previous $376,000
15.96%
% of portfolio
0.1%
Previous 0.09%
Shares
7 transactions
Others Institutions Holding JEPI
# of Institutions
1,434Shares Held
333MCall 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