Gerber Kawasaki Wealth & Investment Management J P Morgan Exchange Traded Fd Transaction History

Gerber Kawasaki Wealth & Investment Management

$1.98 Billion
Q2 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$51.23 - $57.83 $222,901 - $251,618	4,351 New	4,351 $222,000

Others Institutions Holding JEPI

# of Institutions

1,139

Shares Held

271M

Call Options Held

283K

Put Options Held

338K

Morgan Stanley New York, NY

38.1M
Shares

$2.23 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

28.2M
Shares

$1.65 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

18.9M
Shares

$1.1 Billion
0.09% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$740 Million
0.18% of portfolio
Envestnet Asset Management Inc

7.1M
Shares

$415 Million
0.14% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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