Carolinas Wealth Consulting LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 3,595 shares of JEPQ stock, worth $175,220. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,595
Previous 3,595
-0.0%
Holding current value
$175,220
Previous $197,000
2.54%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding JEPQ
# of Institutions
782Shares Held
139MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$987 Million0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$811 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$434 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC7.91MShares$386 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.7MShares$278 Million0.07% of portfolio