Stone Crest Wealth Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History
Stone Crest Wealth Management, Inc.
- $137 Billion
- Q3 2024
A detailed history of Stone Crest Wealth Management, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 84,195 shares of JEPQ stock, worth $4.59 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
84,195
Previous 86,865
3.07%
Holding current value
$4.59 Million
Previous $4.82 Billion
4.07%
% of portfolio
3.36%
Previous 3.68%
Shares
4 transactions
Others Institutions Holding JEPQ
# of Institutions
606Shares Held
110MCall Options Held
80.9KPut Options Held
82.6K-
Jpmorgan Chase & CO New York, NY16.4MShares$894 Million0.08% of portfolio
-
Morgan Stanley New York, NY12.6MShares$689 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.22MShares$393 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$316 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA4.83MShares$263 Million0.07% of portfolio