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 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 36.91% |
$560K - $612K
|
40.8K
$2.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
10.9KNew |
$553K - $604K
|
10.9K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
10.9KNew |
$553K - $604K
|
10.9K
$632K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.9K+ 16.92% |
$553K - $604K
|
75.1K
$4.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
10.6KNew |
$541K - $591K
|
10.6K
$619K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.5KNew |
$533K - $583K
|
10.5K
$610K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
10.3K+ 156.43% |
$523K - $571K
|
16.9K
$980K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.2K+ 18.53% |
$520K - $568K
|
65.4K
$3.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.2K+ 15.16% |
$517K - $565K
|
77.3K
$4.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.1K+ 7.13% |
$514K - $561K
|
152K
$8.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10K+ 451.71% |
$509K - $557K
|
12.2K
$712K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9.98K+ 51.2% |
$507K - $554K
|
29.5K
$1.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
9.84KNew |
$500K - $547K
|
9.84K
$572K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
9.83K+ 7.18% |
$500K - $546K
|
147K
$8.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.2KNew |
$468K - $511K
|
9.2K
$535K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
9.14KNew |
$465K - $508K
|
9.14K
$532K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.03K+ 16.96% |
$459K - $502K
|
62.3K
$3.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
8.92KNew |
$453K - $496K
|
8.92K
$519K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.89KNew |
$452K - $494K
|
8.89K
$517K
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
8.75K+ 9.05% |
$445K - $486K
|
105K
$6.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
8.64K+ 10.98% |
$439K - $480K
|
87.4K
$5.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.47K+ 44.41% |
$431K - $471K
|
27.6K
$1.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.41K+ 22.43% |
$428K - $467K
|
45.9K
$2.67M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.28K+ 20.57% |
$421K - $460K
|
48.5K
$2.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
8.09K+ 36.88% |
$411K - $450K
|
30K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
8.09K+ 10.72% |
$411K - $449K
|
83.6K
$4.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.97KNew |
$405K - $443K
|
7.97K
$464K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.96K+ 27.96% |
$405K - $442K
|
36.4K
$2.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7.96K+ 9.39% |
$404K - $442K
|
92.7K
$5.39M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.88KNew |
$401K - $438K
|
7.88K
$458K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.8K+ 20.44% |
$397K - $434K
|
46K
$2.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.79K+ 20.91% |
$396K - $433K
|
45.1K
$2.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
7.71K+ 12.45% |
$392K - $428K
|
69.6K
$4.05M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.67KNew |
$390K - $426K
|
7.67K
$446K
|
|
|
Jul 15, 2024
Q2 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7.59KNew |
$386K - $421K
|
7.59K
$441K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.5K+ 7.13% |
$381K - $416K
|
113K
$6.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
7.44K+ 3.18% |
$378K - $413K
|
241K
$14M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.38KNew |
$375K - $410K
|
7.38K
$429K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.33K+ 86.15% |
$372K - $407K
|
15.8K
$921K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.3K+ 594.54% |
$371K - $406K
|
8.53K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
7.12K+ 3.8% |
$362K - $395K
|
195K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
6.99K+ 38.46% |
$355K - $388K
|
25.2K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.94KNew |
$353K - $386K
|
6.94K
$404K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.91K+ 29.31% |
$351K - $384K
|
30.5K
$1.77M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.76K+ 8.1% |
$344K - $376K
|
90.3K
$5.25M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
6.67K+ 88.7% |
$339K - $371K
|
14.2K
$825K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.51KNew |
$331K - $362K
|
6.51K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.5K+ 27.78% |
$330K - $361K
|
29.9K
$1.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.48K+ 37.82% |
$330K - $360K
|
23.6K
$1.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
6.46KNew |
$328K - $359K
|
6.46K
$376K
|