55 I, LLC J P Morgan Exchange Traded Fd Transaction History

55 I, LLC

$3.58 Billion
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$45.56 - $48.41 $656,291 - $697,346	-14,405 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$47.79 - $50.22 $688,414 - $723,419	14,405 New	14,405 $691,000

Others Institutions Holding JPIE

# of Institutions

203

Shares Held

26.4M

Call Options Held

0

Put Options Held

0

Heritage Financial Services, LLC

2.25M
Shares

$105 Million
15.11% of portfolio
Jpmorgan Chase & CO New York, NY

2.04M
Shares

$94.3 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

1.91M
Shares

$88.5 Million
0.02% of portfolio
Sequoia Financial Advisors, LLC

1.54M
Shares

$71.4 Million
0.87% of portfolio
Bank Of America Corp Charlotte, NC

1.21M
Shares

$56.1 Million
0.0% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

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