Evergreen Wealth Solutions, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Evergreen Wealth Solutions, LLC
- $147 Million
- Q3 2024
A detailed history of Evergreen Wealth Solutions, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 247,576 shares of JEPQ stock, worth $14.4 Million. This represents 9.28% of its overall portfolio holdings.
Number of Shares
247,576
Previous 241,214
2.64%
Holding current value
$14.4 Million
Previous $13.4 Million
1.58%
% of portfolio
9.28%
Previous 9.53%
Shares
6 transactions
Others Institutions Holding JEPQ
# of Institutions
630Shares Held
118MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$1.01 Billion0.08% of portfolio
-
Morgan Stanley New York, NY14.8MShares$861 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.05MShares$468 Million0.2% of portfolio
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Bank Of America Corp Charlotte, NC6.82MShares$397 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA5.2MShares$302 Million0.07% of portfolio