Roberts Wealth Advisors, LLC Jp Morgan Exch Traded Fd Tr Sh Call Options Transaction History
Roberts Wealth Advisors, LLC
- $354 Million
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JSCP
# of Institutions
104Shares Held
11.6MCall Options Held
0Put Options Held
0-
Ep Wealth Advisors, LLC Torrance, CA1.86MShares$88.9 Million0.61% of portfolio
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Jpmorgan Chase & CO New York, NY1.38MShares$65.6 Million0.01% of portfolio
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Hb Wealth Management, LLC899KShares$42.9 Million0.29% of portfolio
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Cwm, LLC844KShares$40.2 Million0.12% of portfolio
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Apella Capital, LLC450KShares$21.4 Million0.5% of portfolio