Clearstead Trust, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Clearstead Trust, LLC
- $526 Million
- Q3 2025
A detailed history of Clearstead Trust, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Clearstead Trust, LLC holds 4,833 shares of JEPQ stock, worth $279,444. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,833
Previous 4,833
-0.0%
Holding current value
$279,444
Previous $262,000
5.73%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
909Shares Held
178MCall Options Held
2.02MPut Options Held
842K-
Jpmorgan Chase & CO New York, NY28MShares$1.62 Billion0.11% of portfolio
-
Morgan Stanley New York, NY21.1MShares$1.22 Billion0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.3MShares$826 Million0.26% of portfolio
-
Bank Of America Corp Charlotte, NC11.8MShares$682 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA7.81MShares$452 Million0.09% of portfolio