One Ascent Financial Services LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

One Ascent Financial Services LLC

$1.53 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 16, 2024	BUY	$49.02 - $54.29 $413,385 - $457,827	8,433 New	8,433 $457,000

Others Institutions Holding JEPQ

# of Institutions

819

Shares Held

241M

Call Options Held

679K

Put Options Held

672K

Kingstone Capital Partners Texas, LLC Frisco, TX

86.1M
Shares

$4.72 Billion
0.74% of portfolio
Jpmorgan Chase & CO New York, NY

22.1M
Shares

$1.21 Billion
0.09% of portfolio
Morgan Stanley New York, NY

19.5M
Shares

$1.07 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

10.9M
Shares

$594 Million
0.23% of portfolio
Bank Of America Corp Charlotte, NC

9.6M
Shares

$526 Million
0.04% of portfolio

About J P MORGAN ETF TR NASDAQ EQUIT

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