Orba Wealth Advisors, L.L.C. J P Morgan ETF Tr Nasdaq Equit Transaction History
Orba Wealth Advisors, L.L.C.
- $198 Billion
- Q1 2025
A detailed history of Orba Wealth Advisors, L.L.C. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 57,399 shares of JEPQ stock, worth $2.87 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
57,399
Previous 51,640
11.15%
Holding current value
$2.87 Million
Previous $2.91 Billion
2.08%
% of portfolio
1.5%
Previous 1.52%
Shares
6 transactions
Others Institutions Holding JEPQ
# of Institutions
780Shares Held
139MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.01 Billion0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$833 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$446 Million0.21% of portfolio
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Bank Of America Corp Charlotte, NC7.91MShares$396 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA5.7MShares$285 Million0.07% of portfolio