Bailard, Inc. J P Morgan Exchange Traded Fd Transaction History

Bailard, Inc.

$3.8 Billion
Q3 2024

A detailed history of Bailard, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Bailard, Inc. holds 4,425 shares of JEPI stock, worth $254,393. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,425

Holding current value

$254,393

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 30, 2024	BUY	$54.98 - $59.51 $243,286 - $263,331	4,425 New	4,425 $263,000

Others Institutions Holding JEPI

# of Institutions

1,172

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

Morgan Stanley New York, NY

39.4M
Shares

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

30.7M
Shares

$1.77 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

22.4M
Shares

$1.29 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12.5M
Shares

$719 Million
0.17% of portfolio
Ubs Group Ag

7.13M
Shares

$410 Million
0.09% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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