Beacon Capital Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Beacon Capital Management, Inc.

$1.92 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 16, 2025	SELL	$53.81 - $57.52 $53 - $57	-1 Closed	0 $0
Q2 2025 Sep 04, 2025	BUY	$45.88 - $54.4 $45 - $54	1 New	1 $0

Others Institutions Holding JEPQ

# of Institutions

860

Shares Held

164M

Call Options Held

1.34M

Put Options Held

666K

Jpmorgan Chase & CO New York, NY

22.1M
Shares

$1.26 Billion
0.09% of portfolio
Morgan Stanley New York, NY

19.9M
Shares

$1.14 Billion
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

13.1M
Shares

$749 Million
0.25% of portfolio
Bank Of America Corp Charlotte, NC

11.1M
Shares

$636 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

7.57M
Shares

$432 Million
0.09% of portfolio

About J P MORGAN ETF TR NASDAQ EQUIT

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