Forum Financial Management, LP J P Morgan ETF Tr Nasdaq Equit Transaction History
Forum Financial Management, LP
- $5.24 Billion
- Q3 2024
A detailed history of Forum Financial Management, LP transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Forum Financial Management, LP holds 4,017 shares of JEPQ stock, worth $223,385. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,017Holding current value
$223,385% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
627Shares Held
118MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$970 Million0.08% of portfolio
-
Morgan Stanley New York, NY14.8MShares$824 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC8.05MShares$448 Million0.2% of portfolio
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Bank Of America Corp Charlotte, NC6.82MShares$380 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA5.2MShares$289 Million0.07% of portfolio