Ivc Wealth Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Ivc Wealth Advisors LLC
- $173 Million
- Q1 2024
A detailed history of Ivc Wealth Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 18,990 shares of JEPQ stock, worth $1.05 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
18,990Holding current value
$1.05 Million% of portfolio
0.6%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
513Shares Held
85.7MCall Options Held
65.2KPut Options Held
102K-
Morgan Stanley New York, NY10.3MShares$569 Million0.05% of portfolio
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Jpmorgan Chase & CO New York, NY10MShares$555 Million0.05% of portfolio
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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
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Wells Fargo & Company San Francisco, CA4.1MShares$228 Million0.05% of portfolio