Ep Wealth Advisors, LLC J P Morgan ETF Tr U S Quality Transaction History
Ep Wealth Advisors, LLC
- $11.7 Billion
- Q4 2024
A detailed history of Ep Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 137,365 shares of JQUA stock, worth $7.75 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
137,365
Previous 140,723
2.39%
Holding current value
$7.75 Million
Previous $7.96 Million
1.19%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding JQUA
# of Institutions
392Shares Held
71MCall Options Held
0Put Options Held
0-
Savant Capital, LLC6.22MShares$351 Million2.9% of portfolio
-
Signaturefd, LLC Atlanta, GA5.4MShares$304 Million5.93% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.73MShares$210 Million0.09% of portfolio
-
St Germain D J CO Inc Springfield, MA2.68MShares$151 Million7.21% of portfolio
-
Sage Mountain Advisors LLC2.4MShares$136 Million10.19% of portfolio