Whalen Wealth Management Inc. J P Morgan Exchange Traded Fd Call Options Transaction History
Whalen Wealth Management Inc.
- $171 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JEPI
# of Institutions
1,423Shares Held
326MCall Options Held
839KPut Options Held
640K-
Morgan Stanley New York, NY45.8MShares$2.59 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC33.4MShares$1.88 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA16.4MShares$928 Million0.2% of portfolio
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Envestnet Asset Management Inc9.43MShares$532 Million0.17% of portfolio
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Ubs Group Ag8.47MShares$478 Million0.09% of portfolio