Montz Harcus Wealth Management LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Montz Harcus Wealth Management LLC
- $205 Million
- Q2 2025
A detailed history of Montz Harcus Wealth Management LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 4,842 shares of JEPQ stock, worth $272,749. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,842Holding current value
$272,749% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
855Shares Held
250MCall Options Held
1.34MPut Options Held
666K-
Kingstone Capital Partners Texas, LLC Frisco, TX86.1MShares$4.85 Billion0.74% of portfolio
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Jpmorgan Chase & CO New York, NY22.1MShares$1.25 Billion0.09% of portfolio
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Morgan Stanley New York, NY19.9MShares$1.12 Billion0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC13.1MShares$738 Million0.25% of portfolio
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Bank Of America Corp Charlotte, NC11.1MShares$627 Million0.05% of portfolio