Empirical Financial Services, LLC D.B.A. Empirical Wealth Management J P Morgan Exchange Traded Fd Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$53.85 - $55.4 $214,915 - $221,101	3,991 New	3,991 $220,000

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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