Capital Advisors Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Capital Advisors Wealth Management, LLC
- $556 Million
- Q4 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 8,261 shares of JEPQ stock, worth $479,716. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,261Holding current value
$479,716% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
656Shares Held
116MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$1.01 Billion0.08% of portfolio
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Morgan Stanley New York, NY14.8MShares$860 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$396 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA5.2MShares$302 Million0.07% of portfolio