Canvas Wealth Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Canvas Wealth Advisors, LLC
- $398 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding JEPQ
# of Institutions
792Shares Held
139MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.03 Billion0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$850 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC8.91MShares$455 Million0.21% of portfolio
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Bank Of America Corp Charlotte, NC7.91MShares$404 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA5.7MShares$291 Million0.07% of portfolio