Beacon Financial Advisory LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025

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 177,959 shares of JEPQ stock, worth $9.28 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
177,959
Previous 172,945 2.9%
Holding current value
$9.28 Million
Previous $9.75 Million 5.5%
% of portfolio
3.09%
Previous 3.49%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$51.45 - $58.51 $257,970 - $293,369
5,014 Added 2.9%
177,959 $9.21 Million
Q4 2024

Jan 27, 2025
BUY
$53.94 - $58.15 $732,774 - $789,967
13,585 Added 8.52%
172,945 $9.75 Million
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

# of Institutions
819
Shares Held
155M
Call Options Held
679K
Put Options Held
672K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email