Purchases and Sales Made in Q2 2024 in J P Morgan ETF Tr Nasdaq Equit (JEPQ)

JEPQ Quotes by TradingView

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
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
295
+ 5.67%
$15K - $16.4K
5.5K $320K
Aug 07, 2024 Q2 2024
Beam Wealth Advisors, Inc.

BUY
 -
292
+ 1.92%
$14.8K - $16.2K
15.5K $900K
Aug 14, 2024 Q2 2024
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
276
+ 1.99%
$14K - $15.3K
14.1K $821K
Jul 24, 2024 Q2 2024
Joseph P. Lucia & Associates, LLC

BUY
 -
275
+ 0.78%
$14K - $15.3K
35.4K $2.06M
Aug 13, 2024 Q2 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
269
New
$13.7K - $14.9K
269 $15.6K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
264
New
$13.4K - $14.7K
264 $15.4K
Jul 22, 2024 Q2 2024
Security National Bank

BUY
 -
238
+ 10.09%
$12.1K - $13.2K
2.6K $151K
Aug 07, 2024 Q2 2024
Main Street Financial Solutions, LLC

BUY
 -
224
+ 2.83%
$11.4K - $12.4K
8.15K $474K
Jul 24, 2024 Q2 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
208
+ 1.56%
$10.6K - $11.6K
13.6K $789K
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
192
+ 564.71%
$9.76K - $10.7K
226 $13.1K
Jul 30, 2024 Q2 2024
Sheets Smith Wealth Management

BUY
 -
160
+ 1.25%
$8.13K - $8.89K
12.9K $752K
Jul 19, 2024 Q2 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
152
+ 42.22%
$7.73K - $8.45K
512 $29.8K
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
142
+ 0.24%
$7.22K - $7.89K
59.8K $3.48M
Aug 06, 2024 Q2 2024
Glassman Wealth Services

BUY
 -
140
+ 100.0%
$7.12K - $7.78K
280 $16.3K
Aug 14, 2024 Q2 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
137
New
$6.97K - $7.61K
137 $7.97K
Jul 17, 2024 Q2 2024
Fsc Wealth Advisors, LLC

BUY
 -
134
+ 2.87%
$6.81K - $7.45K
4.81K $280K
Aug 14, 2024 Q2 2024
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
130
+ 130.0%
$6.61K - $7.22K
230 $13.4K
Aug 14, 2024 Q2 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
127
New
$6.46K - $7.06K
127 $7.39K
Jul 17, 2024 Q2 2024
Galvin, Gaustad & Stein, LLC

BUY
 -
125
+ 1.34%
$6.36K - $6.95K
9.43K $548K
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
120
+ 52.63%
$6.1K - $6.67K
348 $20.2K
Jul 17, 2024 Q2 2024
Sws Partners

BUY
 -
118
New
$6K - $6.56K
118 $6.86K
Aug 14, 2024 Q2 2024
Wfa Of San Diego, LLC

BUY
 -
100
+ 100.0%
$5.08K - $5.56K
200 $11.6K
Jul 26, 2024 Q2 2024
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
96
+ 2.46%
$4.88K - $5.33K
4K $232K
Jul 31, 2024 Q2 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
95
New
$4.83K - $5.28K
95 $5.52K
Jul 08, 2024 Q2 2024
City State Bank

Norwalk, IA
BUY
 -
95
New
$4.83K - $5.28K
95 $5.52K
Aug 15, 2024 Q2 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
80
+ 13.22%
$4.07K - $4.44K
685 $39.8K
Aug 14, 2024 Q2 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
75
New
$3.81K - $4.17K
75 $4.36K
Jul 11, 2024 Q2 2024
Clarus Wealth Advisors

BUY
 -
72
+ 1.51%
$3.66K - $4K
4.86K $282K
Jul 30, 2024 Q2 2024
Mba Advisors LLC

Hermitage, PA
BUY
 -
62
+ 0.23%
$3.15K - $3.44K
27.3K $1.59M
Jul 16, 2024 Q2 2024
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
58
+ 0.62%
$2.95K - $3.22K
9.43K $548K
Jul 16, 2024 Q2 2024
Toth Financial Advisory Corp

BUY
 -
53
New
$2.69K - $2.94K
53 $3.08K
Jul 25, 2024 Q2 2024
Slate Stone Wealth, LLC

BUY
 -
50
+ 0.09%
$2.54K - $2.78K
53.3K $3.1M
Aug 14, 2024 Q2 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
21
+ 80.77%
$1.07K - $1.17K
47 $2.73K
Aug 02, 2024 Q2 2024
Procyon Advisors, LLC

BUY
 -
20
+ 0.1%
$1.02K - $1.11K
20K $1.17M
Aug 01, 2024 Q2 2024
Tortoise Investment Management, LLC

BUY
 -
18
New
$915 - $1K
18 $1.05K
Aug 14, 2024 Q2 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
17
+ 0.69%
$864 - $945
2.49K $145K
Aug 09, 2024 Q2 2024
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
15
+ 0.06%
$763 - $833
23.2K $1.35M
Aug 14, 2024 Q2 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
13
+ 2.42%
$661 - $722
550 $32K
Aug 14, 2024 Q2 2024
Caerus Investment Advisors, LLC

BUY
 -
13
+ 0.01%
$661 - $722
123K $7.17M
Jul 12, 2024 Q2 2024
Financial Management Professionals, Inc.

BUY
 -
8
+ 20.51%
$407 - $444
47 $2.73K
Jul 12, 2024 Q2 2024
Wealth Management Partners, LLC

BUY
 -
4
+ 0.1%
$203 - $222
3.96K $230K
Aug 07, 2024 Q2 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
3
+ 0.42%
$153 - $167
716 $41.6K
Aug 05, 2024 Q2 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
2
+ 0.87%
$102 - $111
233 $13.5K
Aug 14, 2024 Q2 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
1
New
$50.8 - $55.6
1 $58.2
Jul 23, 2024 Q2 2024
Macroview Investment Management LLC

BUY
 -
1
+ 0.22%
$50.8 - $55.6
446 $25.9K
Aug 09, 2024 Q2 2024
Cibc Private Wealth Group, LLC

SELL
 -
-1
- 0.03%
$50.8 - $55.6
2.93K $170K
Jul 26, 2024 Q2 2024
Walkner Condon Financial Advisors LLC

SELL
 -
-19
- 0.11%
$966 - $1.06K
17.1K $993K
Aug 14, 2024 Q2 2024
Jsf Financial, LLC

SELL
 -
-43
- 0.29%
$2.19K - $2.39K
14.6K $849K
Jul 15, 2024 Q2 2024
Dynamic Advisor Solutions LLC

SELL
 -
-51
- 0.05%
$2.59K - $2.83K
105K $6.11M

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