A detailed history of Beacon Financial Advisory LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 159,360 shares of JEPQ stock, worth $9.15 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares
159,360
Previous 147,573 7.99%
Holding current value
$9.15 Million
Previous $8.19 Million 6.87%
% of portfolio
3.24%
Previous 3.29%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$49.7 - $56.11 $585,813 - $661,368
11,787 Added 7.99%
159,360 $8.75 Million
Q2 2024

Jul 26, 2024

BUY
$50.84 - $55.56 $1.07 Million - $1.17 Million
21,050 Added 16.64%
147,573 $8.19 Million
Q1 2024

May 01, 2024

BUY
$49.02 - $54.29 $1.99 Million - $2.2 Million
40,522 Added 47.12%
126,523 $6.86 Million
Q4 2023

Jan 23, 2024

BUY
$45.1 - $50.32 $1.05 Million - $1.17 Million
23,220 Added 36.99%
86,001 $4.29 Million
Q3 2023

Oct 25, 2023

BUY
$46.47 - $49.43 $1.47 Million - $1.57 Million
31,675 Added 101.83%
62,781 $2.95 Million
Q2 2023

Jul 17, 2023

BUY
$44.13 - $48.37 $707,712 - $775,709
16,037 Added 106.42%
31,106 $1.5 Million
Q1 2023

Apr 18, 2023

BUY
$40.25 - $45.09 $606,527 - $679,461
15,069 New
15,069 $679,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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