Kingswood Wealth Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 38,175 shares of JEPQ stock, worth $2.12 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
38,175
Previous 39,324
2.92%
Holding current value
$2.12 Million
Previous $1.96 Billion
5.46%
% of portfolio
0.24%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding JEPQ
# of Institutions
514Shares Held
85.9MCall Options Held
65.2KPut Options Held
102K-
Morgan Stanley New York, NY10.3MShares$571 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$557 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.2MShares$345 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC4.47MShares$249 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.1MShares$228 Million0.05% of portfolio