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 $364,077. This represents 0.21% of its overall portfolio holdings.
Number of Shares
6,261Holding current value
$364,077% of portfolio
0.21%Shares
1 transactions
Others Institutions Holding JEPQ
# of Institutions
630Shares Held
118MCall Options Held
292KPut Options Held
264K-
Jpmorgan Chase & CO New York, NY17.5MShares$1.01 Billion0.08% of portfolio
-
Morgan Stanley New York, NY14.8MShares$861 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.05MShares$468 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.82MShares$397 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA5.2MShares$302 Million0.07% of portfolio