Sheets Smith Wealth Management J P Morgan ETF Tr Nasdaq Equit Transaction History
Sheets Smith Wealth Management
- $832 Million
- Q2 2025
A detailed history of Sheets Smith Wealth Management transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sheets Smith Wealth Management holds 67,147 shares of JEPQ stock, worth $3.7 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
67,147
Previous 31,401
113.84%
Holding current value
$3.7 Million
Previous $1.63 Million
124.74%
% of portfolio
0.44%
Previous 0.21%
Shares
10 transactions
Others Institutions Holding JEPQ
# of Institutions
826Shares Held
240MCall Options Held
679KPut Options Held
672K-
Kingstone Capital Partners Texas, LLC Frisco, TX86.1MShares$4.74 Billion0.74% of portfolio
-
Jpmorgan Chase & CO New York, NY22.1MShares$1.22 Billion0.09% of portfolio
-
Morgan Stanley New York, NY19.5MShares$1.08 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.9MShares$598 Million0.23% of portfolio
-
Bank Of America Corp Charlotte, NC9.6MShares$529 Million0.04% of portfolio