Fortis Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Fortis Advisors, LLC

$133 Million
Q1 2024

A detailed history of Fortis Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fortis Advisors, LLC holds 2,950 shares of JEPI stock, worth $166,321. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,950

Holding current value

$166,321

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$54.75 - $57.86 $161,512 - $170,687	2,950 New	2,950 $170,000

Others Institutions Holding JEPI

# of Institutions

1,088

Shares Held

272M

Call Options Held

311K

Put Options Held

428K

Morgan Stanley New York, NY

37.1M
Shares

$2.09 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

26.6M
Shares

$1.5 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

22M
Shares

$1.24 Billion
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

12.3M
Shares

$691 Million
0.17% of portfolio
Royal Bank Of Canada Toronto, A6

6.74M
Shares

$380 Million
0.09% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Fortis Advisors, LLC J P Morgan Exchange Traded Fd Transaction History