Whipplewood Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Whipplewood Advisors, LLC
- $152 Billion
- Q3 2025
A detailed history of Whipplewood Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 38,893 shares of JEPQ stock, worth $2.25 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
38,893
Previous 39,801
2.28%
Holding current value
$2.25 Million
Previous $2.17 Billion
3.32%
% of portfolio
1.47%
Previous 1.19%
Shares
4 transactions
Others Institutions Holding JEPQ
# of Institutions
910Shares 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
-
Bank Of America Corp Charlotte, NC11.8MShares$682 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA7.81MShares$452 Million0.09% of portfolio