Ep Wealth Advisors, LLC J P Morgan ETF Tr U S Quality Transaction History
Ep Wealth Advisors, LLC
- $14.6 Billion
- Q2 2025
A detailed history of Ep Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 141,265 shares of JQUA stock, worth $8.74 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
141,265
Previous 140,884
0.27%
Holding current value
$8.74 Million
Previous $7.96 Million
6.62%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding JQUA
# of Institutions
430Shares Held
78.1MCall Options Held
0Put Options Held
0-
Savant Capital, LLC8.38MShares$518 Million3.28% of portfolio
-
Signaturefd, LLC Atlanta, GA5.39MShares$333 Million5.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.59MShares$284 Million0.1% of portfolio
-
Morgan Stanley New York, NY2.73MShares$169 Million0.01% of portfolio
-
Sage Mountain Advisors LLC2.71MShares$168 Million10.81% of portfolio