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 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.92K+ 4.42% |
$157K - $170K
|
68.8K
$3.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
38.4K+ 26.65% |
$2.07M - $2.23M
|
183K
$9.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
130+ 1.04% |
$7.01K - $7.56K
|
12.7K
$657K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.2KNew |
$227K - $244K
|
4.2K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
250New |
$13.5K - $14.5K
|
250
$13K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
116+ 2.83% |
$6.26K - $6.75K
|
4.22K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.2K+ 29.64% |
$605K - $652K
|
49K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
28.9K+ 65.85% |
$1.56M - $1.68M
|
72.7K
$3.77M
|
|
|
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 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-11.7K- 19.48% |
$632K - $681K
|
48.4K
$2.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.95KNew |
$213K - $229K
|
3.95K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.76KNew |
$203K - $219K
|
3.76K
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-57.4K- 93.63% |
$3.09M - $3.34M
|
3.91K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.72KNew |
$255K - $275K
|
4.72K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10.3KNew |
$554K - $597K
|
10.3K
$532K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.9K+ 42.22% |
$102K - $110K
|
6.4K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-566- 2.16% |
$30.5K - $32.9K
|
25.6K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-46.5K- 52.68% |
$2.51M - $2.7M
|
41.8K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.45K+ 112.1% |
$294K - $317K
|
10.3K
$534K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.82KNew |
$152K - $164K
|
2.82K
$146K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.35K+ 34.84% |
$180K - $195K
|
13K
$671K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
89+ 2.15% |
$4.8K - $5.18K
|
4.23K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
20.8K+ 41.61% |
$1.12M - $1.21M
|
70.8K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-207K- 24.4% |
$11.2M - $12.1M
|
643K
$33.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.55K+ 21.96% |
$137K - $148K
|
14.2K
$734K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
30+ 0.77% |
$1.62K - $1.74K
|
3.93K
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.16K- 99.87% |
$170K - $183K
|
4
$207
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.59K+ 14.12% |
$85.7K - $92.3K
|
12.8K
$665K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.5K+ 20.08% |
$676K - $729K
|
75K
$3.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-751- 5.28% |
$40.5K - $43.7K
|
13.5K
$698K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200New |
$10.8K - $11.6K
|
200
$10.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
43.3K+ 330.41% |
$2.34M - $2.52M
|
56.5K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
281+ 1.58% |
$15.2K - $16.3K
|
18.1K
$938K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
310+ 6.12% |
$16.7K - $18K
|
5.38K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
606+ 1.79% |
$32.7K - $35.2K
|
34.4K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13+ 0.16% |
$701 - $756
|
7.95K
$412K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.3K+ 4.7% |
$232K - $250K
|
95.8K
$4.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20+ 0.37% |
$1.08K - $1.16K
|
5.39K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.58K+ 44.09% |
$301K - $325K
|
18.2K
$945K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
50+ 18.94% |
$2.7K - $2.91K
|
314
$16.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
625+ 1.87% |
$33.7K - $36.3K
|
34K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
200+ 4.16% |
$10.8K - $11.6K
|
5.01K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 7.77% |
$62.7K - $67.6K
|
16.1K
$835K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
4.89K+ 14.21% |
$264K - $284K
|
39.3K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
7.21K+ 8.67% |
$389K - $419K
|
90.4K
$4.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-32.6K- 29.26% |
$1.76M - $1.9M
|
78.9K
$4.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-25- 7.08% |
$1.35K - $1.45K
|
328
$17K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.8K+ 20.58% |
$1.23M - $1.32M
|
133K
$6.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
102+ 1.28% |
$5.5K - $5.93K
|
8.06K
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
817+ 20.61% |
$44.1K - $47.5K
|
4.78K
$248K
|