Wilbanks Smith & Thomas Asset Management LLC J P Morgan Exchange Traded Fd Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	BUY	$53.5 - $55.92 $1,658 - $1,733	31 Added 0.17%	17,804 $953,000
Q2 2023 Aug 08, 2023	BUY	$53.85 - $55.4 $957,076 - $984,624	17,773 New	17,773 $983,000

Others Institutions Holding JEPI

# of Institutions

1,168

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

Morgan Stanley New York, NY

39.4M
Shares

$2.39 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

30.7M
Shares

$1.87 Billion
0.15% of portfolio
Jpmorgan Chase & CO New York, NY

22.4M
Shares

$1.36 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12.5M
Shares

$759 Million
0.17% of portfolio
Ubs Group Ag

7.13M
Shares

$432 Million
0.09% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

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