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

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 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

1,166

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

Morgan Stanley New York, NY

39.4M
Shares

$2.37 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

30.7M
Shares

$1.85 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

22.4M
Shares

$1.35 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12.5M
Shares

$752 Million
0.17% of portfolio
Ubs Group Ag

7.13M
Shares

$429 Million
0.09% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Account