Valley Financial Management, Inc. J P Morgan Exchange Traded Fd Call Options Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JEPI
# of Institutions
1,147Shares Held
274MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.29 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.69 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.34 Billion0.11% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$760 Million0.18% of portfolio
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Ubs Group Ag6.89MShares$414 Million0.1% of portfolio