Cherry Tree Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Cherry Tree Wealth Management, LLC
- $422 Billion
- Q3 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 6,100 shares of JEPQ stock, worth $345,077. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,100
Previous 5,918
3.08%
Holding current value
$345,077
Previous $328 Million
2.02%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding JEPQ
# of Institutions
627Shares Held
118MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$987 Million0.08% of portfolio
-
Morgan Stanley New York, NY14.8MShares$838 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.05MShares$456 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.82MShares$386 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA5.2MShares$294 Million0.07% of portfolio