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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.93K+ 4.8% |
$104K - $112K
|
42.1K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
772+ 2.32% |
$41.6K - $44.9K
|
34K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
4.12KNew |
$222K - $239K
|
4.12K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11.1KNew |
$600K - $647K
|
11.1K
$576K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
95New |
$5.12K - $5.52K
|
95
$4.92K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.98K+ 3.69% |
$107K - $115K
|
55.5K
$2.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-378- 1.0% |
$20.4K - $22K
|
37.4K
$1.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.69K+ 30.96% |
$253K - $273K
|
19.8K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.33K+ 26.86% |
$126K - $136K
|
11K
$571K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3K+ 37.5% |
$162K - $174K
|
11K
$570K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.93K+ 7.22% |
$428K - $461K
|
118K
$6.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-637- 1.52% |
$34.4K - $37K
|
41.3K
$2.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
8.8K+ 140.47% |
$474K - $511K
|
15.1K
$780K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.82K- 8.94% |
$98.1K - $106K
|
18.5K
$959K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4.1KNew |
$221K - $238K
|
4.1K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.02% |
$108 - $116
|
8.86K
$459K
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-1.27K- 8.08% |
$68.7K - $74.1K
|
14.5K
$751K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
12.8KNew |
$692K - $746K
|
12.8K
$664K
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-339K- 79.62% |
$18.3M - $19.7M
|
86.7K
$4.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 27.03% |
$10.8K - $11.6K
|
940
$48.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.2K+ 8.42% |
$64.5K - $69.5K
|
15.4K
$798K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.53K+ 4.06% |
$136K - $147K
|
64.7K
$3.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13.6K+ 8.52% |
$733K - $790K
|
173K
$8.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 4.81% |
$971K - $1.05M
|
392K
$20.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
309+ 154.5% |
$16.7K - $18K
|
509
$26.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
32.6KNew |
$1.76M - $1.89M
|
32.6K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.73K+ 9.57% |
$255K - $275K
|
54.1K
$2.8M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-664- 0.57% |
$35.8K - $38.6K
|
115K
$5.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4KNew |
$216K - $233K
|
4K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.23K+ 256.16% |
$120K - $129K
|
3.1K
$160K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.82K+ 30.81% |
$98K - $106K
|
7.71K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.75KNew |
$202K - $218K
|
3.75K
$194K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.65KNew |
$197K - $212K
|
3.65K
$189K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
200+ 1.42% |
$10.8K - $11.6K
|
14.3K
$742K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-912- 13.91% |
$49.2K - $53K
|
5.65K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-4.23K- 3.74% |
$228K - $246K
|
109K
$5.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
57.7KNew |
$3.11M - $3.35M
|
57.7K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.8K+ 34.45% |
$1.02M - $1.09M
|
73.5K
$3.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.11K+ 31.94% |
$59.9K - $64.6K
|
4.59K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-680- 5.55% |
$36.7K - $39.5K
|
11.6K
$600K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.44% |
$324 - $349
|
1.37K
$70.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-60- 1.16% |
$3.24K - $3.49K
|
5.09K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.49K+ 10.56% |
$80.2K - $86.5K
|
15.6K
$807K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.45K+ 4.32% |
$78.1K - $84.2K
|
35K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5.06K+ 16.85% |
$273K - $294K
|
35K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
5.25KNew |
$283K - $305K
|
5.25K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-899- 19.53% |
$48.5K - $52.3K
|
3.7K
$192K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
43K+ 27.55% |
$2.32M - $2.5M
|
199K
$10.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10KNew |
$539K - $582K
|
10K
$518K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.25KNew |
$229K - $247K
|
4.25K
$220K
|