Avion Wealth J P Morgan Exchange Traded Fd Transaction History

Avion Wealth

$382 Million
Q3 2024

A detailed history of Avion Wealth transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Avion Wealth holds 541 shares of JEPI stock, worth $32,238. This represents 0.01% of its overall portfolio holdings.

Number of Shares

541

Previous 541 -0.0%

Holding current value

$32,238

Previous $30,000 6.67%

% of portfolio

0.01%

Previous 0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 26, 2024	BUY	$55.45 - $57.39 $29,998 - $31,047	541 New	541 $30,000

Others Institutions Holding JEPI

# of Institutions

1,143

Shares Held

271M

Call Options Held

283K

Put Options Held

338K

Morgan Stanley New York, NY

38.1M
Shares

$2.27 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

28.2M
Shares

$1.68 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

22.4M
Shares

$1.33 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$754 Million
0.18% of portfolio
Ubs Group Ag

6.89M
Shares

$411 Million
0.1% 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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