Advanced Research Investment Solutions, LLC J P Morgan Exchange Traded Fd Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 10, 2022	SELL	$58.11 - $63.04 $131,386 - $142,533	-2,261 Closed	0 $0
Q3 2021 Nov 04, 2021	BUY	$59.61 - $62.63 $134,778 - $141,606	2,261 New	2,261 $0

Others Institutions Holding JEPI

# of Institutions

1,166

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

Morgan Stanley New York, NY

39.4M
Shares

$2.37 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

30.7M
Shares

$1.85 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

22.4M
Shares

$1.35 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12.5M
Shares

$752 Million
0.17% of portfolio
Ubs Group Ag

7.13M
Shares

$429 Million
0.09% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

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