Castle Rock Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Castle Rock Wealth Management, LLC
- $375 Million
- Q4 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 10,012 shares of JEPQ stock, worth $522,125. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,012
Previous 9,637
3.89%
Holding current value
$522,125
Previous $529,000
6.62%
% of portfolio
0.15%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding JEPQ
# of Institutions
774Shares Held
137MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.06 Billion0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$868 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$465 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC7.91MShares$413 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.7MShares$297 Million0.07% of portfolio