Whipplewood Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Whipplewood Advisors, LLC
- $169 Billion
- Q1 2025
A detailed history of Whipplewood Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 2,873 shares of JEPQ stock, worth $157,813. This represents 1.18% of its overall portfolio holdings.
Number of Shares
2,873
Previous 37,385
92.32%
Holding current value
$157,813
Previous $2.11 Billion
5.34%
% of portfolio
1.18%
Previous 1.2%
Shares
2 transactions
Others Institutions Holding JEPQ
# of Institutions
821Shares Held
241MCall Options Held
679KPut Options Held
672K-
Kingstone Capital Partners Texas, LLC Frisco, TX86.1MShares$4.73 Billion0.74% of portfolio
-
Jpmorgan Chase & CO New York, NY22.1MShares$1.22 Billion0.09% of portfolio
-
Morgan Stanley New York, NY19.5MShares$1.07 Billion0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.9MShares$596 Million0.23% of portfolio
-
Bank Of America Corp Charlotte, NC9.6MShares$528 Million0.04% of portfolio