Tradition Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q3 2024
A detailed history of Tradition Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 158,934 shares of JEPQ stock, worth $9.22 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
158,934
Previous 150,394
5.68%
Holding current value
$9.22 Million
Previous $8.35 Million
4.6%
% of portfolio
0.83%
Previous 0.84%
Shares
7 transactions
Others Institutions Holding JEPQ
# of Institutions
630Shares Held
118MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$1.01 Billion0.08% of portfolio
-
Morgan Stanley New York, NY14.8MShares$859 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.05MShares$467 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.82MShares$396 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA5.2MShares$301 Million0.07% of portfolio