Stone Crest Wealth Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History
Stone Crest Wealth Management, Inc.
- $131 Billion
- Q2 2024
A detailed history of Stone Crest Wealth Management, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 86,865 shares of JEPQ stock, worth $4.55 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
86,865
Previous 102,621
15.35%
Holding current value
$4.55 Million
Previous $5.57 Billion
13.39%
% of portfolio
3.68%
Previous 4.81%
Shares
3 transactions
Others Institutions Holding JEPQ
# of Institutions
590Shares Held
106MCall Options Held
93.9KPut Options Held
84.7K-
Jpmorgan Chase & CO New York, NY16.4MShares$860 Million0.08% of portfolio
-
Morgan Stanley New York, NY12.6MShares$662 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.22MShares$378 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$304 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA4.83MShares$253 Million0.07% of portfolio