High Net Worth Advisory Group LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
High Net Worth Advisory Group LLC
- $315 Million
- Q1 2024
A detailed history of High Net Worth Advisory Group LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 83,535 shares of JEPQ stock, worth $4.64 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
83,535
Previous 63,880
30.77%
Holding current value
$4.64 Million
Previous $3.19 Million
42.05%
% of portfolio
1.44%
Previous 1.19%
Shares
8 transactions
Others Institutions Holding JEPQ
# of Institutions
511Shares Held
85.6MCall Options Held
65.2KPut Options Held
102K-
Morgan Stanley New York, NY10.3MShares$569 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$556 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.2MShares$344 Million0.18% of portfolio
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Bank Of America Corp Charlotte, NC4.47MShares$248 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.1MShares$228 Million0.05% of portfolio