Beacon Financial Advisory LLC J P Morgan ETF Tr Nasdaq Equit Transaction History
Beacon Financial Advisory LLC
- $249 Million
- Q2 2024
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 147,573 shares of JEPQ stock, worth $7.97 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
147,573
Previous 126,523
16.64%
Holding current value
$7.97 Million
Previous $6.86 Million
19.35%
% of portfolio
3.29%
Previous 3.56%
Shares
6 transactions
Others Institutions Holding JEPQ
# of Institutions
590Shares Held
106MCall Options Held
93.9KPut Options Held
84.7K-
Jpmorgan Chase & CO New York, NY16.4MShares$887 Million0.08% of portfolio
-
Morgan Stanley New York, NY12.6MShares$683 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.22MShares$390 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$313 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA4.83MShares$261 Million0.07% of portfolio