Avantax Advisory Services, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History
Avantax Advisory Services, Inc.
- $11.1 Billion
- Q1 2024
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 88,842 shares of JEPQ stock, worth $4.94 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
88,842
Previous 13,048
580.89%
Holding current value
$4.94 Million
Previous $651,000
640.09%
% of portfolio
0.04%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding JEPQ
# of Institutions
514Shares Held
85.9MCall Options Held
65.2KPut Options Held
102K-
Morgan Stanley New York, NY10.3MShares$571 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$557 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.2MShares$345 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC4.47MShares$249 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.1MShares$228 Million0.05% of portfolio