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

1,131

Shares Held

270M

Call Options Held

283K

Put Options Held

338K

Morgan Stanley New York, NY

38.1M
Shares

$2.24 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

28.2M
Shares

$1.66 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

18.9M
Shares

$1.11 Billion
0.09% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$745 Million
0.18% of portfolio
Envestnet Asset Management Inc

7.1M
Shares

$418 Million
0.14% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

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