Summit Wealth Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 30,496 shares of JEPQ stock, worth $1.66 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
30,496
Previous 23,583
29.31%
Holding current value
$1.66 Million
Previous $1.28 Billion
32.32%
% of portfolio
0.35%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding JEPQ
# of Institutions
591Shares Held
106MCall Options Held
93.9KPut Options Held
84.7K-
Jpmorgan Chase & CO New York, NY16.4MShares$894 Million0.08% of portfolio
-
Morgan Stanley New York, NY12.6MShares$688 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