Ridgecrest Wealth Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Ridgecrest Wealth Partners, LLC
- $190 Million
- Q3 2024
A detailed history of Ridgecrest Wealth Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 3,900 shares of JEPQ stock, worth $220,623. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,900
Previous 3,900
-0.0%
Holding current value
$220,623
Previous $216,000
0.93%
% of portfolio
0.11%
Previous 0.13%
Shares
1 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
-
Bank Of America Corp Charlotte, NC6.82MShares$386 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA5.2MShares$294 Million0.07% of portfolio