Summit Wealth Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 37,441 shares of JEPQ stock, worth $1.96 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
37,441
Previous 37,819
1.0%
Holding current value
$1.96 Million
Previous $2.08 Billion
1.61%
% of portfolio
0.43%
Previous 0.4%
Shares
10 transactions
Others Institutions Holding JEPQ
# of Institutions
774Shares Held
137MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.06 Billion0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$871 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$467 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC7.91MShares$414 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.7MShares$298 Million0.07% of portfolio