New Wave Wealth Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
New Wave Wealth Advisors LLC
- $217 Billion
- Q3 2024
A detailed history of New Wave Wealth Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 50,020 shares of JEPQ stock, worth $2.83 Million. This represents 1.27% of its overall portfolio holdings.
Number of Shares
50,020
Previous 35,483
40.97%
Holding current value
$2.83 Million
Previous $1.97 Billion
39.52%
% of portfolio
1.27%
Previous 1.06%
Shares
2 transactions
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
-
Morgan Stanley New York, NY14.8MShares$838 Million0.06% of portfolio
-
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