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 $267,859. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,842Holding current value
$267,859% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
831Shares Held
241MCall Options Held
679KPut Options Held
672K-
Kingstone Capital Partners Texas, LLC Frisco, TX86.1MShares$4.76 Billion0.74% of portfolio
-
Jpmorgan Chase & CO New York, NY22.1MShares$1.22 Billion0.09% of portfolio
-
Morgan Stanley New York, NY19.5MShares$1.08 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.9MShares$600 Million0.23% of portfolio
-
Bank Of America Corp Charlotte, NC9.6MShares$531 Million0.04% of portfolio