Beam Wealth Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Beam Wealth Advisors, Inc.

$306 Million
Q4 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 17,294 shares of JEPQ stock, worth $896,002. This represents 0.32% of its overall portfolio holdings.

Number of Shares

17,294

Previous 15,801 9.45%

Holding current value

$896,002

Previous $867,000 12.46%

% of portfolio

0.32%

Previous 0.27%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$53.94 - $58.15 $80,532 - $86,817	1,493 Added 9.45%	17,294 $975,000
Q3 2024 Nov 04, 2024	BUY	$49.7 - $56.11 $16,003 - $18,067	322 Added 2.08%	15,801 $867,000
Q2 2024 Aug 07, 2024	BUY	$50.84 - $55.56 $14,845 - $16,223	292 Added 1.92%	15,479 $859,000
Q1 2024 Apr 30, 2024	BUY	$49.02 - $54.29 $12,598 - $13,952	257 Added 1.72%	15,187 $823,000
Q4 2023 Jan 30, 2024	SELL	$45.1 - $50.32 $71,077 - $79,304	-1,576 Reduced 9.55%	14,930 $745,000
Q3 2023 Oct 26, 2023	BUY	$46.47 - $49.43 $52,557 - $55,905	1,131 Added 7.36%	16,506 $774,000
Q2 2023 Jul 26, 2023	BUY	$44.13 - $48.37 $194,745 - $213,456	4,413 Added 40.26%	15,375 $743,000
Q1 2023 Apr 26, 2023	BUY	$40.25 - $45.09 $441,220 - $494,276	10,962 New	10,962 $494,000

Others Institutions Holding JEPQ

# of Institutions

775

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Beam Wealth Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History