Coldstream Capital Management Inc J P Morgan ETF Tr Nasdaq Equit Transaction History
Coldstream Capital Management Inc
- $5.98 Billion
- Q2 2025
A detailed history of Coldstream Capital Management Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Coldstream Capital Management Inc holds 4,462 shares of JEPQ stock, worth $255,583. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,462
Previous 4,474
0.27%
Holding current value
$255,583
Previous $231,000
4.76%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding JEPQ
# of Institutions
852Shares Held
251MCall Options Held
1.34MPut Options Held
666K-
Kingstone Capital Partners Texas, LLC Frisco, TX86.1MShares$4.93 Billion0.74% of portfolio
-
Jpmorgan Chase & CO New York, NY22.1MShares$1.27 Billion0.09% of portfolio
-
Morgan Stanley New York, NY19.9MShares$1.14 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$751 Million0.25% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$638 Million0.05% of portfolio