Valeo Financial Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Valeo Financial Advisors, LLC
- $4.36 Billion
- Q3 2025
A detailed history of Valeo Financial Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,202 shares of JEPQ stock, worth $242,959. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,202Holding current value
$242,959% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
909Shares 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
-
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