Atria Wealth Solutions, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History
Atria Wealth Solutions, Inc.
- $8.89 Billion
- Q3 2024
A detailed history of Atria Wealth Solutions, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 421,544 shares of JEPQ stock, worth $24.5 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
421,544
Previous 353,487
19.25%
Holding current value
$24.5 Million
Previous $19.6 Million
18.03%
% of portfolio
0.26%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding JEPQ
# of Institutions
630Shares Held
118MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$1.01 Billion0.08% of portfolio
-
Morgan Stanley New York, NY14.8MShares$861 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.05MShares$468 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.82MShares$397 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA5.2MShares$302 Million0.07% of portfolio