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 $1.08 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

19,524

Previous 16,462 18.6%

Holding current value

$1.08 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

831

Shares Held

241M

Call Options Held

679K

Put Options Held

672K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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