Vahanian & Associates Financial Planning Inc. J P Morgan Exchange Traded Fd Transaction History

Vahanian & Associates Financial Planning Inc.

$24.5 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	BUY	$50.88 - $56.78 $71,232 - $79,492	1,400 Added 26.9%	6,605 $359,000
Q3 2022 Nov 02, 2022	BUY	$51.23 - $57.83 $266,652 - $301,005	5,205 New	5,205 $267,000

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

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About J P MORGAN EXCHANGE-TRADED FD

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