Latest Institutional Transactions on J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This table provides information on the latest institutional transactions involving J P Morgan ETF Tr Nasdaq Equit (JEPQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.7K+ 8.27% |
$880K - $993K
|
232K
$13.5M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
476KNew |
$23.6M - $26.7M
|
476K
$27.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
400New |
$19.9K - $22.4K
|
400
$23.3K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
92.4KNew |
$4.59M - $5.19M
|
92.4K
$5.38M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-74.4K- 89.54% |
$3.7M - $4.18M
|
8.69K
$505K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.87K+ 3.19% |
$242K - $273K
|
158K
$9.18M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
805New |
$40K - $45.2K
|
805
$46.8K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-610- 0.92% |
$30.3K - $34.2K
|
65.7K
$3.82M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
1.58K+ 2.58% |
$78.5K - $88.6K
|
62.9K
$3.66M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.2K+ 64.24% |
$505K - $571K
|
26K
$1.51M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.89K+ 44.3% |
$193K - $218K
|
12.7K
$736K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-30- 2.5% |
$1.49K - $1.68K
|
1.17K
$68K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
750+ 2.55% |
$37.3K - $42.1K
|
30.1K
$1.75M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
84.5K+ 12.09% |
$4.2M - $4.74M
|
783K
$45.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.8K+ 3.3% |
$388K - $438K
|
244K
$14.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.73KNew |
$285K - $321K
|
5.73K
$333K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
8.44K+ 10.83% |
$419K - $473K
|
86.3K
$5.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.49KNew |
$223K - $252K
|
4.49K
$261K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-3.77K- 22.01% |
$187K - $211K
|
13.4K
$777K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
39.1K+ 44.55% |
$1.94M - $2.19M
|
127K
$7.38M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.4K+ 120.11% |
$515K - $582K
|
19K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.58KNew |
$228K - $257K
|
4.58K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.74K+ 31.67% |
$86.5K - $97.7K
|
7.24K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.5K+ 8.88% |
$1.07M - $1.21M
|
264K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
734+ 1.64% |
$36.5K - $41.2K
|
45.5K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
84.1K+ 13.45% |
$4.18M - $4.72M
|
709K
$41.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.3K- 8.15% |
$313K - $354K
|
71K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.27K+ 47.6% |
$113K - $127K
|
7.03K
$409K
|
|
|
Nov 14, 2024
Q3 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
3.15K+ 7.84% |
$156K - $177K
|
43.3K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
636+ 8.03% |
$31.6K - $35.7K
|
8.56K
$498K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
83.6K+ 21.94% |
$4.15M - $4.69M
|
465K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
214K+ 18.88% |
$10.6M - $12M
|
1.35M
$78.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
12.3K+ 31.01% |
$610K - $689K
|
51.9K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
144K+ 26.51% |
$7.16M - $8.08M
|
688K
$40M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.73K+ 8.19% |
$285K - $321K
|
75.6K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
13K+ 76.47% |
$646K - $729K
|
30K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.29K+ 5.52% |
$64.2K - $72.5K
|
24.7K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.02M+ 17.66% |
$50.9M - $57.5M
|
6.82M
$397M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.4K+ 6.17% |
$1.31M - $1.48M
|
454K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-312- 7.6% |
$15.5K - $17.5K
|
3.79K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.54K+ 2.47% |
$76.3K - $86.2K
|
63.7K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
963+ 0.86% |
$47.9K - $54K
|
113K
$6.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-216- 2.76% |
$10.7K - $12.1K
|
7.61K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-54- 1.08% |
$2.68K - $3.03K
|
4.93K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.21K+ 26.12% |
$159K - $180K
|
15.5K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-25.1K- 11.69% |
$1.25M - $1.41M
|
190K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
41.2K+ 112.04% |
$2.05M - $2.31M
|
78K
$4.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.17K+ 8.32% |
$108K - $121K
|
28.2K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.22K- 6.65% |
$60.6K - $68.4K
|
17.1K
$996K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
26.2K+ 20.59% |
$1.3M - $1.47M
|
154K
$8.94M
|