Heritage Financial Services, LLC J P Morgan Exchange Traded Fd Call Options Transaction History
Heritage Financial Services, LLC
- $732 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JEPI
# of Institutions
1,143Shares Held
271MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.27 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.68 Billion0.14% of portfolio
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Jpmorgan Chase & CO New York, NY18.9MShares$1.12 Billion0.09% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$754 Million0.18% of portfolio
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Ubs Group Ag6.89MShares$411 Million0.1% of portfolio