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

Beam Wealth Advisors, Inc.

  • $326 Million
  • Q3 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 15,801 shares of JEPQ stock, worth $918,828. This represents 0.27% of its overall portfolio holdings.

Number of Shares
15,801
Previous 15,479 2.08%
Holding current value
$918,828
Previous $859,000 0.93%
% of portfolio
0.27%
Previous 0.28%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
630
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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