Resurgent Financial Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Resurgent Financial Advisors LLC
- $174 Million
- Q2 2025
A detailed history of Resurgent Financial Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 35,513 shares of JEPQ stock, worth $2.03 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
35,513
Previous 28,087
26.44%
Holding current value
$2.03 Million
Previous $1.45 Million
32.81%
% of portfolio
1.11%
Previous 0.9%
Shares
7 transactions
Others Institutions Holding JEPQ
# of Institutions
862Shares Held
163MCall Options Held
1.34MPut Options Held
666K-
Jpmorgan Chase & CO New York, NY22.1MShares$1.26 Billion0.09% of portfolio
-
Morgan Stanley New York, NY19.9MShares$1.14 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$749 Million0.25% of portfolio
-
Bank Of America Corp Charlotte, NC11.1MShares$636 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA7.57MShares$432 Million0.09% of portfolio