Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-15.8K- 61.97% |
$855K - $921K
|
9.73K
$504K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17.2K- 60.75% |
$928K - $1M
|
11.1K
$576K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-17.8K- 69.97% |
$960K - $1.04M
|
7.64K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17.9K- 93.21% |
$965K - $1.04M
|
1.3K
$67.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-20.8K- 18.83% |
$1.12M - $1.21M
|
89.7K
$4.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-22.4K- 2.03% |
$1.21M - $1.3M
|
1.08M
$56.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-23.5K- 24.91% |
$1.27M - $1.37M
|
71K
$3.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-25.9K- 4.96% |
$1.39M - $1.5M
|
496K
$25.7M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-29.7K- 6.25% |
$1.6M - $1.73M
|
446K
$23.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-32.6K- 29.26% |
$1.76M - $1.9M
|
78.9K
$4.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-40.1K- 78.48% |
$2.16M - $2.33M
|
11K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-41.6K- 12.26% |
$2.24M - $2.42M
|
298K
$15.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-46.5K- 52.68% |
$2.51M - $2.7M
|
41.8K
$2.16M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-49.9K- 21.53% |
$2.69M - $2.9M
|
182K
$9.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-50.9K- 8.03% |
$2.74M - $2.96M
|
583K
$30.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-53.2K- 72.8% |
$2.87M - $3.09M
|
19.9K
$1.03M
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-53.3K- 25.76% |
$2.87M - $3.1M
|
154K
$7.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-57.4K- 93.63% |
$3.09M - $3.34M
|
3.91K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-88.3K- 14.64% |
$4.77M - $5.14M
|
515K
$26.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-90.2K- 26.49% |
$4.86M - $5.24M
|
250K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-98.5K- 38.08% |
$5.31M - $5.73M
|
160K
$8.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-121K- 92.12% |
$6.55M - $7.06M
|
10.4K
$538K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-122K- 11.66% |
$6.6M - $7.12M
|
927K
$48M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-173K- 93.14% |
$9.33M - $10.1M
|
12.7K
$660K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-174K- 69.81% |
$9.39M - $10.1M
|
75.3K
$3.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-207K- 24.4% |
$11.2M - $12.1M
|
643K
$33.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-241K- 9.52% |
$13M - $14M
|
2.29M
$119M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-291K- 73.69% |
$15.7M - $16.9M
|
104K
$5.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-320K- 98.21% |
$17.3M - $18.6M
|
5.85K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-339K- 79.62% |
$18.3M - $19.7M
|
86.7K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-562K- 71.53% |
$30.3M - $32.7M
|
224K
$11.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-989K- 98.06% |
$53.4M - $57.5M
|
19.6K
$1.01M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.02M- 98.07% |
$163M - $176M
|
59.4K
$3.08M
|