Beacon Financial Advisory LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 190,453 shares of JEPQ stock, worth $11 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares
190,453
Previous 186,009 2.39%
Holding current value
$11 Million
Previous $10.1 Million 8.26%
% of portfolio
2.93%
Previous 2.94%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$53.81 - $57.52 $239,131 - $255,618
4,444 Added 2.39%
190,453 $11 Million
Q2 2025

Jul 22, 2025
BUY
$45.88 - $54.4 $369,334 - $437,920
8,050 Added 4.52%
186,009 $10.1 Million
Q1 2025

Apr 24, 2025
BUY
$51.45 - $58.51 $257,970 - $293,369
5,014 Added 2.9%
177,959 $9.21 Million
Q4 2024

Jan 27, 2025
BUY
$53.94 - $58.15 $732,774 - $789,967
13,585 Added 8.52%
172,945 $9.75 Million
Q3 2024

Oct 30, 2024
BUY
$49.7 - $56.11 $585,813 - $661,368
11,787 Added 7.99%
159,360 $8.75 Million
Q2 2024

Jul 26, 2024
BUY
$50.84 - $55.56 $1.07 Million - $1.17 Million
21,050 Added 16.64%
147,573 $8.19 Million
Q1 2024

May 01, 2024
BUY
$49.02 - $54.29 $1.99 Million - $2.2 Million
40,522 Added 47.12%
126,523 $6.86 Million
Q4 2023

Jan 23, 2024
BUY
$45.1 - $50.32 $1.05 Million - $1.17 Million
23,220 Added 36.99%
86,001 $4.29 Million
Q3 2023

Oct 25, 2023
BUY
$46.47 - $49.43 $1.47 Million - $1.57 Million
31,675 Added 101.83%
62,781 $2.95 Million
Q2 2023

Jul 17, 2023
BUY
$44.13 - $48.37 $707,712 - $775,709
16,037 Added 106.42%
31,106 $1.5 Million
Q1 2023

Apr 18, 2023
BUY
$40.25 - $45.09 $606,527 - $679,461
15,069 New
15,069 $679,000

Others Institutions Holding JEPQ

# of Institutions
909
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
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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