Balboa Wealth Partners J P Morgan ETF Tr Nasdaq Equit Transaction History
Balboa Wealth Partners
- $389 Million
- Q3 2024
A detailed history of Balboa Wealth Partners transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Balboa Wealth Partners holds 25,440 shares of JEPQ stock, worth $1.48 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
25,440
Previous 29,888
14.88%
Holding current value
$1.48 Million
Previous $1.66 Million
15.74%
% of portfolio
0.36%
Previous 0.45%
Shares
5 transactions
Others Institutions Holding JEPQ
# of Institutions
630Shares Held
118MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$1.01 Billion0.08% of portfolio
-
Morgan Stanley New York, NY14.8MShares$861 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.05MShares$468 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.82MShares$397 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA5.2MShares$302 Million0.07% of portfolio