Beacon Pointe Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Beacon Pointe Advisors, LLC

$11.3 Billion
Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 120,068 shares of JEPQ stock, worth $6.94 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

120,068

Previous 99,433 20.75%

Holding current value

$6.94 Million

Previous $5.41 Million 27.68%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$53.81 - $57.52 $1.11 Million - $1.19 Million	20,635 Added 20.75%	120,068 $6.91 Million
Q2 2025 Aug 13, 2025	BUY	$45.88 - $54.4 $779,592 - $924,364	16,992 Added 20.61%	99,433 $5.41 Million
Q1 2025 May 13, 2025	BUY	$51.45 - $58.51 $1.47 Million - $1.67 Million	28,614 Added 53.16%	82,441 $4.27 Million
Q4 2024 Feb 14, 2025	BUY	$53.94 - $58.15 $250,389 - $269,932	4,642 Added 9.44%	53,827 $3.03 Million
Q3 2024 Nov 14, 2024	BUY	$49.7 - $56.11 $6,361 - $7,182	128 Added 0.26%	49,185 $2.7 Million

Q2 2024 Aug 12, 2024	BUY	$50.84 - $55.56 $650,446 - $710,834	12,794 Added 35.28%	49,057 $2.72 Million
Q1 2024 May 14, 2024	BUY	$49.02 - $54.29 $946,527 - $1.05 Million	19,309 Added 113.89%	36,263 $1.97 Million
Q4 2023 Feb 08, 2024	BUY	$45.1 - $50.32 $568,485 - $634,283	12,605 Added 289.84%	16,954 $846,000
Q3 2023 Nov 14, 2023	BUY	$46.47 - $49.43 $202,098 - $214,971	4,349 New	4,349 $204,000

Others Institutions Holding JEPQ

# of Institutions

910

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Beacon Pointe Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History