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

Beacon Pointe Advisors, LLC

$8.89 Billion
Q4 2024

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 53,827 shares of JEPQ stock, worth $2.84 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

53,827

Previous 49,185 9.44%

Holding current value

$2.84 Million

Previous $2.7 Million 12.33%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

774

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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