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

Beam Wealth Advisors, Inc.

  • $326 Million
  • Q3 2024

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 15,801 shares of JEPQ stock, worth $893,862. This represents 0.27% of its overall portfolio holdings.

Number of Shares
15,801
Previous 15,479 2.08%
Holding current value
$893,862
Previous $859,000 0.93%
% of portfolio
0.27%
Previous 0.28%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
627
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Beam Wealth Advisors, Inc. Portfolio

Follow Beam Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email