Source Financial Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Source Financial Advisors LLC
- $325 Million
- Q2 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 18,539 shares of JEPQ stock, worth $983,123. This represents 0.32% of its overall portfolio holdings.
Number of Shares
18,539
Previous 19,056
2.71%
Holding current value
$983,123
Previous $1.03 Million
0.48%
% of portfolio
0.32%
Previous 0.31%
Shares
8 transactions
Others Institutions Holding JEPQ
# of Institutions
541Shares Held
88.7MCall Options Held
65.2KPut Options Held
102K-
Morgan Stanley New York, NY10.3MShares$544 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY10MShares$531 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.2MShares$329 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC4.47MShares$237 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA4.1MShares$218 Million0.05% of portfolio