Welch Group, LLC J P Morgan Exchange Traded Fd Transaction History

Welch Group, LLC

$2.22 Billion
Q4 2024

A detailed history of Welch Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Welch Group, LLC holds 7,496 shares of JEPI stock, worth $440,689. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,496

Holding current value

$440,689

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$57.53 - $60.83 $431,244 - $455,981	7,496 New	7,496 $431,000

Others Institutions Holding JEPI

# of Institutions

1,245

Shares Held

290M

Call Options Held

307K

Put Options Held

344K

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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