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

1,143

Shares Held

271M

Call Options Held

283K

Put Options Held

338K

Morgan Stanley New York, NY

38.1M
Shares

$2.27 Billion
0.17% of portfolio
Bank Of America Corp Charlotte, NC

28.2M
Shares

$1.68 Billion
0.14% of portfolio
Jpmorgan Chase & CO New York, NY

22.4M
Shares

$1.33 Billion
0.11% of portfolio
Wells Fargo & Company San Francisco, CA

12.7M
Shares

$754 Million
0.18% of portfolio
Ubs Group Ag

6.89M
Shares

$411 Million
0.1% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

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