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 $59.5 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
1,029,437
Previous 969,244
6.21%
Holding current value
$59.5 Million
Previous $50.2 Million
11.58%
% of portfolio
0.32%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding JEPQ
# of Institutions
908Shares Held
178MCall Options Held
2.02MPut Options Held
842K-
Jpmorgan Chase & CO New York, NY28MShares$1.62 Billion0.11% of portfolio
-
Morgan Stanley New York, NY21.1MShares$1.22 Billion0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.3MShares$826 Million0.26% of portfolio
-
Bank Of America Corp Charlotte, NC11.8MShares$682 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA7.81MShares$452 Million0.09% of portfolio