Beacon Financial Planning, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Beacon Financial Planning, Inc

  • $174 Billion
  • Q1 2025

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 25,414 shares of JEPQ stock, worth $1.3 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
25,414
Previous 15,056 68.8%
Holding current value
$1.3 Million
Previous $849 Million 55.03%
% of portfolio
0.76%
Previous 0.49%

Shares

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

Apr 24, 2025
BUY
$51.45 - $58.51 $532,919 - $606,046
10,358 Added 68.8%
25,414 $1.32 Billion
Q4 2024

Jan 27, 2025
BUY
$53.94 - $58.15 $474,402 - $511,429
8,795 Added 140.47%
15,056 $849 Million
Q3 2024

Oct 24, 2024
BUY
$49.7 - $56.11 $311,171 - $351,304
6,261 New
6,261 $344 Million

Others Institutions Holding JEPQ

# of Institutions
793
Shares Held
141M
Call Options Held
332K
Put Options Held
202K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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