Code Waechter LLC J P Morgan Exchange Traded Fd Transaction History

Code Waechter LLC

$122 Million
Q1 2025

A detailed history of Code Waechter LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Code Waechter LLC holds 10,568 shares of JEPI stock, worth $592,759. This represents 0.5% of its overall portfolio holdings.

Number of Shares

10,568

Holding current value

$592,759

% of portfolio

0.5%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$56.17 - $59.71 $593,604 - $631,015	10,568 New	10,568 $604,000

Others Institutions Holding JEPI

# of Institutions

1,372

Shares Held

334M

Call Options Held

511K

Put Options Held

363K

Morgan Stanley New York, NY

43.9M
Shares

$2.46 Billion
0.18% of portfolio
Bank Of America Corp Charlotte, NC

32.7M
Shares

$1.83 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

28.2M
Shares

$1.58 Billion
0.13% of portfolio
Wells Fargo & Company San Francisco, CA

15.7M
Shares

$881 Million
0.21% of portfolio
Ubs Group Ag

8.35M
Shares

$468 Million
0.09% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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