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

1,168

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

Morgan Stanley New York, NY

39.4M
Shares

$2.39 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

30.7M
Shares

$1.87 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

22.4M
Shares

$1.36 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12.5M
Shares

$759 Million
0.17% of portfolio
Ubs Group Ag

7.13M
Shares

$432 Million
0.09% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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