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 49,185 shares of JEPQ stock, worth $2.86 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
49,185
Previous 49,057 0.26%
Holding current value
$2.86 Million
Previous $2.72 Million 0.77%
% of portfolio
0.03%
Previous 0.03%

Shares

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

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC 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 Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.