Tennessee Valley Asset Management Partners J P Morgan ETF Tr Nasdaq Equit Transaction History

Tennessee Valley Asset Management Partners

$610 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	BUY	$45.1 - $50.32 $4,645 - $5,182	103 New	103 $5,000

Others Institutions Holding JEPQ

# of Institutions

629

Shares Held

118M

Call Options Held

292K

Put Options Held

264K

Jpmorgan Chase & CO New York, NY

17.5M
Shares

$994 Million
0.08% of portfolio
Morgan Stanley New York, NY

14.8M
Shares

$844 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

8.05M
Shares

$459 Million
0.2% of portfolio
Bank Of America Corp Charlotte, NC

6.82M
Shares

$389 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

5.2M
Shares

$296 Million
0.07% of portfolio

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