Adg Wealth Management Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Adg Wealth Management Group, LLC
- $113 Billion
- Q4 2024
A detailed history of Adg Wealth Management Group, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 155,404 shares of JEPQ stock, worth $8.91 Million. This represents 7.78% of its overall portfolio holdings.
Number of Shares
155,404Holding current value
$8.91 Million% of portfolio
7.78%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
699Shares Held
120MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$1 Billion0.08% of portfolio
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Morgan Stanley New York, NY14.8MShares$850 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC8.05MShares$462 Million0.2% of portfolio
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Bank Of America Corp Charlotte, NC6.82MShares$391 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA5.2MShares$298 Million0.07% of portfolio