Wealthsource Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
Shares
2 transactions
Others Institutions Holding JEPQ
# of Institutions
682Shares Held
118MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$1 Billion0.08% of portfolio
-
Morgan Stanley New York, NY14.8MShares$850 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.05MShares$462 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.82MShares$392 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA5.2MShares$298 Million0.07% of portfolio