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

Beacon Financial Planning, Inc

  • $193 Billion
  • Q3 2025

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 25,231 shares of JEPQ stock, worth $1.46 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
25,231
Previous 24,621 2.48%
Holding current value
$1.46 Million
Previous $1.34 Billion 8.35%
% of portfolio
0.75%
Previous 0.75%

Shares

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

Oct 27, 2025
BUY
$53.81 - $57.52 $32,824 - $35,087
610 Added 2.48%
25,231 $1.45 Billion
Q2 2025

Jul 15, 2025
SELL
$45.88 - $54.4 $36,382 - $43,139
-793 Reduced 3.12%
24,621 $1.34 Billion
Q1 2025

Apr 24, 2025
BUY
$51.45 - $58.51 $532,919 - $606,046
10,358 Added 68.8%
25,414 $1.32 Billion
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
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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