Cherry Tree Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Cherry Tree Wealth Management, LLC
- $398 Billion
- Q2 2024
A detailed history of Cherry Tree Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,918 shares of JEPQ stock, worth $334,840. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,918
Previous 4,080
45.05%
Holding current value
$334,840
Previous $221 Million
48.42%
% of portfolio
0.08%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding JEPQ
# of Institutions
620Shares Held
114MCall Options Held
80.9KPut Options Held
82.6K-
Jpmorgan Chase & CO New York, NY17.5MShares$987 Million0.08% of portfolio
-
Morgan Stanley New York, NY12.6MShares$716 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.05MShares$456 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$328 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA4.83MShares$273 Million0.07% of portfolio