Kestra Private Wealth Services, LLC Jp Morgan Exchange Traded Fd T Call Options Transaction History
Kestra Private Wealth Services, LLC
- $4.9 Billion
- Q2 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding JCPI
# of Institutions
30Shares Held
11.4MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.4MShares$492 Million0.04% of portfolio
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Oxford Financial Group LTD Indianapolis, IN365KShares$17.3 Million1.13% of portfolio
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Halpern Financial, Inc. Ashburn, VA225KShares$10.6 Million2.77% of portfolio
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Sage Rhino Capital LLC62.5KShares$2.95 Million0.72% of portfolio
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Kavar Capital Partners Group, LLC Leawood, KS49.3KShares$2.33 Million0.38% of portfolio