Robertson Stephens Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 60,937 shares of JEPQ stock, worth $2.97 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
60,937
Previous 391,927
84.45%
Holding current value
$2.97 Million
Previous $22.1 Million
85.72%
% of portfolio
0.11%
Previous 0.8%
Shares
6 transactions
Others Institutions Holding JEPQ
# of Institutions
783Shares Held
139MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$988 Million0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$812 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$435 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC7.91MShares$386 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.7MShares$278 Million0.07% of portfolio