Sugarloaf Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Sugarloaf Wealth Management, LLC
- $480 Million
- Q4 2024
A detailed history of Sugarloaf Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,463 shares of JEPQ stock, worth $84,590. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,463Holding current value
$84,590% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
916Shares Held
178MCall Options Held
2.02MPut Options Held
842K-
Jpmorgan Chase & CO New York, NY28MShares$1.62 Billion0.11% of portfolio
-
Morgan Stanley New York, NY21.1MShares$1.22 Billion0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC14.3MShares$826 Million0.26% of portfolio
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Bank Of America Corp Charlotte, NC11.8MShares$682 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA7.81MShares$452 Million0.09% of portfolio