Evergreen Wealth Solutions, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Evergreen Wealth Solutions, LLC
- $143 Million
- Q4 2024
A detailed history of Evergreen Wealth Solutions, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 251,112 shares of JEPQ stock, worth $14.1 Million. This represents 9.93% of its overall portfolio holdings.
Number of Shares
251,112
Previous 247,576
1.43%
Holding current value
$14.1 Million
Previous $13.6 Million
4.1%
% of portfolio
9.93%
Previous 9.28%
Shares
7 transactions
Others Institutions Holding JEPQ
# of Institutions
773Shares Held
137MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.13 Billion0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$932 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$499 Million0.21% of portfolio
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Bank Of America Corp Charlotte, NC7.91MShares$443 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.7MShares$319 Million0.07% of portfolio