Beam Wealth Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Beam Wealth Advisors, Inc.

$321 Million
Q2 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 19,524 shares of JEPQ stock, worth $1.12 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

19,524

Previous 16,462 18.6%

Holding current value

$1.12 Million

Previous $852,000 24.65%

% of portfolio

0.33%

Previous 0.3%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$45.88 - $54.4 $140,484 - $166,572	3,062 Added 18.6%	19,524 $1.06 Million
Q1 2025 May 09, 2025	SELL	$51.45 - $58.51 $42,806 - $48,680	-832 Reduced 4.81%	16,462 $852,000
Q4 2024 Feb 06, 2025	BUY	$53.94 - $58.15 $80,532 - $86,817	1,493 Added 9.45%	17,294 $975,000
Q3 2024 Nov 04, 2024	BUY	$49.7 - $56.11 $16,003 - $18,067	322 Added 2.08%	15,801 $867,000
Q2 2024 Aug 07, 2024	BUY	$50.84 - $55.56 $14,845 - $16,223	292 Added 1.92%	15,479 $859,000
Q1 2024 Apr 30, 2024	BUY	$49.02 - $54.29 $12,598 - $13,952	257 Added 1.72%	15,187 $823,000
Q4 2023 Jan 30, 2024	SELL	$45.1 - $50.32 $71,077 - $79,304	-1,576 Reduced 9.55%	14,930 $745,000
Q3 2023 Oct 26, 2023	BUY	$46.47 - $49.43 $52,557 - $55,905	1,131 Added 7.36%	16,506 $774,000
Q2 2023 Jul 26, 2023	BUY	$44.13 - $48.37 $194,745 - $213,456	4,413 Added 40.26%	15,375 $743,000
Q1 2023 Apr 26, 2023	BUY	$40.25 - $45.09 $441,220 - $494,276	10,962 New	10,962 $494,000

Others Institutions Holding JEPQ

# of Institutions

851

Shares Held

251M

Call Options Held

1.34M

Put Options Held

666K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beam Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.

Account

Beam Wealth Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History