First National Bank Of Mount Dora, Trust Investment Services J P Morgan Exchange Traded Fd Transaction History

First National Bank Of Mount Dora, Trust Investment Services

$423 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$52.86 - $62.23 $277,673 - $326,894	-5,253 Closed	0 $0
Q1 2022 Apr 06, 2022	BUY	$58.11 - $63.04 $305,251 - $331,149	5,253 New	5,253 $323,000

Others Institutions Holding JEPI

# of Institutions

1,170

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

Morgan Stanley New York, NY

39.4M
Shares

$2.29 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

30.7M
Shares

$1.79 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

22.4M
Shares

$1.3 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12.5M
Shares

$728 Million
0.17% of portfolio
Ubs Group Ag

7.13M
Shares

$415 Million
0.09% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

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