Xcel Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Xcel Wealth Management, LLC
- $356 Million
- Q4 2024
A detailed history of Xcel Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 10,173 shares of JEPQ stock, worth $527,063. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,173
Previous 10,170
0.03%
Holding current value
$527,063
Previous $558,000
2.69%
% of portfolio
0.16%
Previous 0.17%
Shares
10 transactions
Others Institutions Holding JEPQ
# of Institutions
775Shares Held
137MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.05 Billion0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$862 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$462 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC7.91MShares$410 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.7MShares$295 Million0.07% of portfolio