Wr Wealth Planners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Wr Wealth Planners, LLC
- $347 Million
- Q3 2024
A detailed history of Wr Wealth Planners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,649 shares of JEPQ stock, worth $95,856. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,649
Previous 1,272
29.64%
Holding current value
$95,856
Previous $70,000
28.57%
% of portfolio
0.03%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding JEPQ
# of Institutions
630Shares Held
118MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$1.01 Billion0.08% of portfolio
-
Morgan Stanley New York, NY14.8MShares$861 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.05MShares$468 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.82MShares$397 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA5.2MShares$302 Million0.07% of portfolio