Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8.44KNew |
$381K - $425K
|
8.44K
$490K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.24KNew |
$372K - $415K
|
8.24K
$479K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8.24K+ 29.18% |
$371K - $414K
|
36.5K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
8.1KNew |
$365K - $407K
|
8.1K
$470K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7.84KNew |
$354K - $395K
|
7.84K
$456K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.6K+ 74.27% |
$343K - $382K
|
17.8K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
7.57KNew |
$342K - $381K
|
7.57K
$440K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
7.51K+ 54.36% |
$339K - $378K
|
21.3K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.51K+ 60.79% |
$339K - $378K
|
19.9K
$1.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
7.5KNew |
$338K - $377K
|
7.5K
$436K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.47K+ 44.26% |
$337K - $376K
|
24.4K
$1.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
7.43K+ 96.17% |
$335K - $374K
|
15.1K
$880K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.28K+ 22.12% |
$329K - $367K
|
40.2K
$2.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
7.25K+ 157.47% |
$327K - $365K
|
11.9K
$688K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.97KNew |
$314K - $351K
|
6.97K
$405K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.9K+ 144.64% |
$311K - $347K
|
11.7K
$678K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.9KNew |
$311K - $347K
|
6.9K
$401K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.89K+ 9.98% |
$311K - $347K
|
75.9K
$4.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.88KNew |
$310K - $346K
|
6.88K
$399K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
6.87KNew |
$310K - $346K
|
6.87K
$399K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.84K+ 18.36% |
$309K - $344K
|
44.1K
$2.56M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.66KNew |
$300K - $335K
|
6.66K
$387K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.63KNew |
$299K - $334K
|
6.63K
$385K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
6.63K+ 8.77% |
$299K - $334K
|
82.2K
$4.77M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
6.61K+ 9.72% |
$298K - $333K
|
74.6K
$4.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
6.57KNew |
$296K - $331K
|
6.57K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.55K+ 21.82% |
$295K - $329K
|
36.6K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
6.5KNew |
$293K - $327K
|
6.5K
$377K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.47K+ 17.31% |
$292K - $325K
|
43.8K
$2.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
6.37K+ 3186.0% |
$287K - $321K
|
6.57K
$382K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
6.33KNew |
$285K - $318K
|
6.33K
$367K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.26KNew |
$283K - $315K
|
6.26K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
6.25KNew |
$282K - $315K
|
6.25K
$363K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
6.06K+ 27.57% |
$273K - $305K
|
28K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.94KNew |
$268K - $299K
|
5.94K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.92K+ 166.07% |
$267K - $298K
|
9.49K
$551K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.89K+ 680.69% |
$266K - $296K
|
6.75K
$392K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.82K+ 1007.09% |
$263K - $293K
|
6.4K
$372K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
5.73K+ 57.8% |
$258K - $288K
|
15.6K
$908K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5.69KNew |
$257K - $286K
|
5.69K
$331K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
5.68K+ 23.12% |
$256K - $286K
|
30.2K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.63KNew |
$254K - $283K
|
5.63K
$327K
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.55KNew |
$250K - $279K
|
5.55K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.55K+ 37.59% |
$250K - $279K
|
20.3K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.5K+ 51.56% |
$248K - $277K
|
16.2K
$940K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
5.49KNew |
$247K - $276K
|
5.49K
$319K
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
5.46K+ 25.06% |
$246K - $275K
|
27.2K
$1.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
5.33K+ 2.54% |
$240K - $268K
|
215K
$12.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.29K+ 70.93% |
$238K - $266K
|
12.7K
$740K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.27K+ 41.37% |
$238K - $265K
|
18K
$1.05M
|