Morton Brown Family Wealth, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Morton Brown Family Wealth, LLC
- $281 Million
- Q3 2024
Shares
1 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
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Morgan Stanley New York, NY14.8MShares$861 Million0.06% of portfolio
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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