Source Financial Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Source Financial Advisors LLC
- $337 Million
- Q3 2024
A detailed history of Source Financial Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Source Financial Advisors LLC holds 17,640 shares of JEPQ stock, worth $913,928. This represents 0.29% of its overall portfolio holdings.
Number of Shares
17,640
Previous 18,539
4.85%
Holding current value
$913,928
Previous $1.03 Million
5.84%
% of portfolio
0.29%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding JEPQ
# of Institutions
773Shares Held
137MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.05 Billion0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$862 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$462 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC7.91MShares$410 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.7MShares$295 Million0.07% of portfolio