First Republic Investment Management, Inc. J P Morgan Exchange Traded Fd Transaction History

First Republic Investment Management, Inc.

$34.7 Billion
Q3 2023

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 11, 2023	BUY	$52.13 - $55.7 $173 Million - $185 Million	3,321,921 New	3,321,921 $181 Million

Others Institutions Holding JEPI

# of Institutions

1,147

Shares Held

274M

Call Options Held

283K

Put Options Held

338K

Morgan Stanley New York, NY

38.1M
Shares

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

28.2M
Shares

$1.69 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

22.4M
Shares

$1.34 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$760 Million
0.18% of portfolio
Ubs Group Ag

6.89M
Shares

$414 Million
0.1% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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