Vista Wealth Management Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Vista Wealth Management Group, LLC
- $1.49 Billion
- Q4 2024
A detailed history of Vista Wealth Management Group, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 4,090 shares of JEPQ stock, worth $238,324. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,090
Previous 4,090
-0.0%
Holding current value
$238,324
Previous $224,000
2.68%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
754Shares Held
134MCall Options Held
296KPut Options Held
262K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.18 Billion0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$970 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$519 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC7.91MShares$461 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.7MShares$332 Million0.07% of portfolio