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

Beacon Financial Planning, Inc

  • $172 Billion
  • Q4 2024

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 15,056 shares of JEPQ stock, worth $877,313. This represents 0.49% of its overall portfolio holdings.

Number of Shares
15,056
Previous 6,261 140.47%
Holding current value
$877,313
Previous $344 Million 146.81%
% of portfolio
0.49%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
761
Shares Held
136M
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
Track This Portfolio

Track Beacon Financial Planning, Inc Portfolio

Follow Beacon Financial Planning, 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 Beacon Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email