Cornerstone Advisors Asset Management, Inc J P Morgan Exchange Traded Fd Transaction History

Cornerstone Advisors Asset Management, Inc

$452 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 19, 2024	SELL	$53.5 - $55.92 $195,489 - $204,331	-3,654 Closed	0 $0
Q2 2023 Nov 19, 2024	BUY	$53.85 - $55.4 $196,767 - $202,431	3,654 New	3,654 $202 Million

Others Institutions Holding JEPI

# of Institutions

1,170

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

Morgan Stanley New York, NY

39.4M
Shares

$2.32 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

30.7M
Shares

$1.81 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

22.4M
Shares

$1.32 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12.5M
Shares

$735 Million
0.17% of portfolio
Ubs Group Ag

7.13M
Shares

$419 Million
0.09% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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