Heritage Oak Wealth Advisors LLC J P Morgan ETF Tr Nasdaq Equit Call Options Transaction History
Heritage Oak Wealth Advisors LLC
- $217 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JEPQ
# of Institutions
627Shares Held
118MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$987 Million0.08% of portfolio
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Morgan Stanley New York, NY14.8MShares$838 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC8.05MShares$456 Million0.2% of portfolio
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Bank Of America Corp Charlotte, NC6.82MShares$386 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA5.2MShares$294 Million0.07% of portfolio