Svb Wealth LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

A detailed history of Svb Wealth LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Svb Wealth LLC holds 703 shares of JEPQ stock, worth $36,998. This represents 0.0% of its overall portfolio holdings.

Number of Shares

703

Holding current value

$36,998

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	BUY	$51.45 - $58.51 $36,169 - $41,132	703 New	703 $36,000

Others Institutions Holding JEPQ

# of Institutions

822

Shares Held

156M

Call Options Held

679K

Put Options Held

672K

Jpmorgan Chase & CO New York, NY

22.1M
Shares

$1.17 Billion
0.09% of portfolio
Morgan Stanley New York, NY

19.5M
Shares

$1.03 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

10.9M
Shares

$571 Million
0.23% of portfolio
Bank Of America Corp Charlotte, NC

9.6M
Shares

$505 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

6.8M
Shares

$358 Million
0.08% of portfolio

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

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