Wincap Financial LLC J P Morgan Exchange Traded Fd Transaction History
Wincap Financial LLC
- $145 Billion
- Q3 2025
A detailed history of Wincap Financial LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wincap Financial LLC holds 85,530 shares of JEPI stock, worth $4.85 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
85,530
Previous 60,402
41.6%
Holding current value
$4.85 Million
Previous $3.43 Billion
42.22%
% of portfolio
3.37%
Previous 2.76%
Shares
4 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