Avantax Advisory Services, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 1,029,437 shares of JEPQ stock, worth $59.4 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
1,029,437
Previous 969,244
6.21%
Holding current value
$59.4 Million
Previous $50.2 Million
11.58%
% of portfolio
0.32%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding JEPQ
# of Institutions
855Shares Held
250MCall Options Held
1.34MPut Options Held
666K-
Kingstone Capital Partners Texas, LLC Frisco, TX86.1MShares$4.97 Billion0.74% of portfolio
-
Jpmorgan Chase & CO New York, NY22.1MShares$1.28 Billion0.09% of portfolio
-
Morgan Stanley New York, NY19.9MShares$1.15 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$756 Million0.25% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$642 Million0.05% of portfolio