Tradition Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q4 2024
A detailed history of Tradition Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 198,576 shares of JEPQ stock, worth $10.4 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
198,576
Previous 158,934
24.94%
Holding current value
$10.4 Million
Previous $8.73 Million
28.24%
% of portfolio
1.06%
Previous 0.83%
Shares
8 transactions
Others Institutions Holding JEPQ
# of Institutions
774Shares Held
137MCall Options Held
332KPut Options Held
202K-
Jpmorgan Chase & CO New York, NY20.3MShares$1.07 Billion0.09% of portfolio
-
Morgan Stanley New York, NY16.6MShares$876 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.91MShares$469 Million0.21% of portfolio
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Bank Of America Corp Charlotte, NC7.91MShares$416 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA5.7MShares$300 Million0.07% of portfolio