Beacon Financial Planning, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History
Beacon Financial Planning, Inc
- $162 Billion
- Q3 2024
A detailed history of Beacon Financial Planning, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 6,261 shares of JEPQ stock, worth $354,184. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,261Holding current value
$354,184% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
627Shares Held
118MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$987 Million0.08% of portfolio
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Morgan Stanley New York, NY14.8MShares$838 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC8.05MShares$456 Million0.2% of portfolio
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Bank Of America Corp Charlotte, NC6.82MShares$386 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA5.2MShares$294 Million0.07% of portfolio