Wagner Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Wagner Wealth Management, LLC
- $311 Million
- Q1 2025
A detailed history of Wagner Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 48,797 shares of JEPQ stock, worth $2.49 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
48,797
Previous 42,151
15.77%
Holding current value
$2.49 Million
Previous $2.38 Million
6.31%
% of portfolio
0.81%
Previous 0.8%
Shares
11 transactions
Others Institutions Holding JEPQ
# of Institutions
792Shares Held
139MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.03 Billion0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$850 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$455 Million0.21% of portfolio
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Bank Of America Corp Charlotte, NC7.91MShares$404 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA5.7MShares$291 Million0.07% of portfolio