Ellis Investment Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Ellis Investment Partners, LLC
- $495 Million
- Q4 2024
A detailed history of Ellis Investment Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ellis Investment Partners, LLC holds 252,743 shares of JEPQ stock, worth $14.3 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
252,743
Previous 231,522
9.17%
Holding current value
$14.3 Million
Previous $12.7 Million
12.05%
% of portfolio
2.88%
Previous 2.53%
Shares
11 transactions
Others Institutions Holding JEPQ
# of Institutions
768Shares Held
137MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.14 Billion0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$939 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$503 Million0.21% of portfolio
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Bank Of America Corp Charlotte, NC7.91MShares$446 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA5.7MShares$321 Million0.07% of portfolio