Marshall & Sterling Wealth Advisors Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $145 Billion
- Q4 2024
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 31,769 shares of JEPQ stock, worth $1.85 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
31,769Holding current value
$1.85 Million% of portfolio
1.24%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
754Shares Held
134MCall Options Held
296KPut Options Held
262K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.18 Billion0.09% of portfolio
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Morgan Stanley New York, NY16.6MShares$970 Million0.07% of portfolio
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Lpl Financial LLC Fort Mill, SC8.91MShares$519 Million0.21% of portfolio
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Bank Of America Corp Charlotte, NC7.91MShares$461 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA5.7MShares$332 Million0.07% of portfolio