Sugarloaf Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,463 shares of JEPQ stock, worth $83,566. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,463Holding current value
$83,566% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
884Shares Held
165MCall Options Held
1.34MPut Options Held
671K-
Jpmorgan Chase & CO New York, NY22.1MShares$1.26 Billion0.09% of portfolio
-
Morgan Stanley New York, NY19.9MShares$1.14 Billion0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC13.1MShares$749 Million0.25% of portfolio
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Bank Of America Corp Charlotte, NC11.1MShares$636 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA7.57MShares$432 Million0.09% of portfolio