Goal Vest Advisory LLC J P Morgan Exchange Traded Fd Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Goal Vest Advisory LLC holds 2,000 shares of JEPI stock, worth $117,640. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,000

Holding current value

$117,640

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 06, 2024	BUY	$54.98 - $59.51 $109,960 - $119,020	2,000 New	2,000 $119,000

Others Institutions Holding JEPI

# of Institutions

1,170

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

Morgan Stanley New York, NY

39.4M
Shares

$2.32 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

30.7M
Shares

$1.81 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

22.4M
Shares

$1.32 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12.5M
Shares

$735 Million
0.17% of portfolio
Ubs Group Ag

7.13M
Shares

$419 Million
0.09% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

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Goal Vest Advisory LLC J P Morgan Exchange Traded Fd Transaction History