Bernardo Wealth Planning LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Bernardo Wealth Planning LLC
- $412 Million
- Q3 2024
A detailed history of Bernardo Wealth Planning LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 130,579 shares of JEPQ stock, worth $7.59 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
130,579
Previous 233,543
44.09%
Holding current value
$7.59 Million
Previous $13 Million
44.6%
% of portfolio
1.74%
Previous 3.49%
Shares
7 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
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Lpl Financial LLC Fort Mill, SC8.05MShares$468 Million0.2% of portfolio
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Bank Of America Corp Charlotte, NC6.82MShares$397 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA5.2MShares$302 Million0.07% of portfolio