Triad Wealth Partners, LLC J P Morgan Exchange Traded Fd Call Options Transaction History
Triad Wealth Partners, LLC
- $322 Billion
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JEPI
# of Institutions
1,363Shares Held
327MCall Options Held
221KPut Options Held
315K-
Morgan Stanley New York, NY43.9MShares$2.41 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC32.7MShares$1.79 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY28.2MShares$1.55 Billion0.13% of portfolio
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Wells Fargo & Company San Francisco, CA15.7MShares$862 Million0.21% of portfolio
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Ubs Group Ag8.35MShares$458 Million0.09% of portfolio