Purchases and Sales Made in Q2 2024 in J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This table provides information about the institutional ownership of J P Morgan ETF Tr Nasdaq Equit (JEPQ) during Q2 2024. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR NASDAQ EQUIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51.1K+ 2573.7% |
$2.6M - $2.84M
|
53.1K
$3.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
49.9K+ 25319.8% |
$2.54M - $2.77M
|
50.1K
$2.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
48.5KNew |
$2.47M - $2.69M
|
48.5K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.4K+ 22.49% |
$2.46M - $2.69M
|
264K
$15.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
47.1K+ 318.79% |
$2.4M - $2.62M
|
61.9K
$3.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
45.6KNew |
$2.32M - $2.53M
|
45.6K
$2.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
44.8K+ 135.35% |
$2.28M - $2.49M
|
77.9K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43.2K+ 12.78% |
$2.19M - $2.4M
|
381K
$22.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
40.4K+ 51.87% |
$2.05M - $2.24M
|
118K
$6.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
40.3K+ 97.13% |
$2.05M - $2.24M
|
81.8K
$4.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
40.3KNew |
$2.05M - $2.24M
|
40.3K
$2.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
39.3KNew |
$2M - $2.19M
|
39.3K
$2.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.4K+ 13.53% |
$1.95M - $2.13M
|
322K
$18.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
38.3K+ 45.45% |
$1.94M - $2.13M
|
122K
$7.12M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
37.9K+ 173.81% |
$1.92M - $2.1M
|
59.6K
$3.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
37.4KNew |
$1.9M - $2.08M
|
37.4K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
36.8KNew |
$1.87M - $2.04M
|
36.8K
$2.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36.5K+ 81.99% |
$1.86M - $2.03M
|
81.1K
$4.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
36.2K+ 287.42% |
$1.84M - $2.01M
|
48.8K
$2.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
35.7K+ 38.9% |
$1.81M - $1.98M
|
127K
$7.41M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
35.5KNew |
$1.8M - $1.97M
|
35.5K
$2.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
35.4K+ 712.71% |
$1.8M - $1.97M
|
40.4K
$2.35M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
33.4KNew |
$1.7M - $1.86M
|
33.4K
$1.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
32.8KNew |
$1.67M - $1.82M
|
32.8K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.8K+ 4.92% |
$1.67M - $1.82M
|
699K
$40.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
32.6K+ 488.09% |
$1.66M - $1.81M
|
39.3K
$2.28M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
32.3KNew |
$1.64M - $1.8M
|
32.3K
$1.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
31.7K+ 3.57% |
$1.61M - $1.76M
|
920K
$53.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
31.4K+ 75.1% |
$1.59M - $1.74M
|
73.1K
$4.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
31.4KNew |
$1.59M - $1.74M
|
31.4K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
30.5K+ 25.13% |
$1.55M - $1.7M
|
152K
$8.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
29.9K+ 39.3% |
$1.52M - $1.66M
|
106K
$6.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
29.3K+ 51.96% |
$1.49M - $1.63M
|
85.6K
$4.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
29K+ 252.35% |
$1.48M - $1.61M
|
40.5K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
28.8K+ 38.85% |
$1.46M - $1.6M
|
103K
$5.99M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
28.6K+ 17.53% |
$1.46M - $1.59M
|
192K
$11.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.1K+ 8.65% |
$1.43M - $1.56M
|
353K
$20.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
27.7KNew |
$1.41M - $1.54M
|
27.7K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
27.4KNew |
$1.39M - $1.52M
|
27.4K
$1.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
27.3K+ 206.35% |
$1.39M - $1.51M
|
40.5K
$2.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
25.7K+ 41.48% |
$1.31M - $1.43M
|
87.8K
$5.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
24.9K+ 9.6% |
$1.27M - $1.38M
|
285K
$16.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
24.8K+ 39.49% |
$1.26M - $1.38M
|
87.8K
$5.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.8K+ 123.16% |
$1.26M - $1.38M
|
45K
$2.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
24.7K+ 73.42% |
$1.26M - $1.37M
|
58.4K
$3.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
24.1K+ 97.44% |
$1.23M - $1.34M
|
48.8K
$2.84M
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
23.8K+ 29.81% |
$1.21M - $1.32M
|
104K
$6.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
23.4K+ 209.69% |
$1.19M - $1.3M
|
34.5K
$2.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
23.1K+ 121.56% |
$1.17M - $1.28M
|
42.1K
$2.45M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23KNew |
$1.17M - $1.28M
|
23K
$1.34M
|