Precedent Wealth Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Precedent Wealth Partners, LLC
- $303 Billion
- Q3 2024
A detailed history of Precedent Wealth Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 20,190 shares of JEPQ stock, worth $1.14 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
20,190
Previous 9,844
105.1%
Holding current value
$1.14 Million
Previous $546 Million
102.99%
% of portfolio
0.37%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding JEPQ
# of Institutions
627Shares Held
118MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$982 Million0.08% of portfolio
-
Morgan Stanley New York, NY14.8MShares$833 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.05MShares$453 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.82MShares$384 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA5.2MShares$292 Million0.07% of portfolio