Winch Advisory Services, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Winch Advisory Services, LLC
- $427 Million
- Q3 2025
A detailed history of Winch Advisory Services, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Winch Advisory Services, LLC holds 2,120 shares of JEPQ stock, worth $122,578. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,120
Previous 774
173.9%
Holding current value
$122,578
Previous $42,000
188.1%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding JEPQ
# of Institutions
908Shares 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