American Trust J P Morgan Exchange Traded Fd Transaction History

American Trust

$1.2 Billion
Q4 2024

A detailed history of American Trust transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, American Trust holds 87,298 shares of JEPI stock, worth $5.21 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

87,298

Holding current value

$5.21 Million

% of portfolio

0.42%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$57.53 - $60.83 $5.02 Million - $5.31 Million	87,298 New	87,298 $5.02 Million

Others Institutions Holding JEPI

# of Institutions

1,316

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

Morgan Stanley New York, NY

41.5M
Shares

$2.48 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

31.3M
Shares

$1.87 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

20.7M
Shares

$1.24 Billion
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

14.6M
Shares

$869 Million
0.19% of portfolio
Ubs Group Ag

7.67M
Shares

$458 Million
0.08% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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