Avaii Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Avaii Wealth Management, LLC
- $182 Million
- Q4 2024
A detailed history of Avaii Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 18,225 shares of JEPQ stock, worth $1.02 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
18,225
Previous 15,508
17.52%
Holding current value
$1.02 Million
Previous $851,000
20.68%
% of portfolio
0.57%
Previous 0.48%
Shares
4 transactions
Others Institutions Holding JEPQ
# of Institutions
773Shares Held
137MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$932 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$499 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC7.91MShares$443 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.7MShares$319 Million0.07% of portfolio