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 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
23.3K+ 15.12% |
$1.26M - $1.36M
|
177K
$9.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
16K+ 44.84% |
$864K - $931K
|
51.7K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
31+ 1.8% |
$1.67K - $1.8K
|
1.75K
$90.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.67KNew |
$360K - $388K
|
6.67K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
18K+ 84.69% |
$969K - $1.05M
|
39.2K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
723New |
$39K - $42K
|
723
$37.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
975+ 4.72% |
$52.6K - $56.7K
|
21.6K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.4KNew |
$453K - $488K
|
8.4K
$435K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.21KNew |
$65.1K - $70.1K
|
1.21K
$62.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30+ 0.25% |
$1.62K - $1.74K
|
12K
$621K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
17.9K+ 27.92% |
$965K - $1.04M
|
82K
$4.25M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 11.28% |
$199K - $215K
|
36.4K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
30.5KNew |
$1.64M - $1.77M
|
30.5K
$1.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
1.08K+ 2.05% |
$58.2K - $62.7K
|
53.8K
$2.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-53.2K- 72.8% |
$2.87M - $3.09M
|
19.9K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22K+ 32.95% |
$1.19M - $1.28M
|
88.7K
$4.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
50+ 0.25% |
$2.7K - $2.91K
|
20.2K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
4.31KNew |
$233K - $251K
|
4.31K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.58K+ 4.25% |
$193K - $208K
|
87.8K
$4.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.61K+ 12.27% |
$141K - $152K
|
23.9K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.27K+ 17.33% |
$392K - $422K
|
49.2K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.04K+ 16.73% |
$110K - $119K
|
14.2K
$737K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.45K+ 105.38% |
$294K - $317K
|
10.6K
$550K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21.7KNew |
$1.17M - $1.26M
|
21.7K
$1.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.5K+ 6.48% |
$405K - $436K
|
123K
$6.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
168+ 2.85% |
$9.06K - $9.77K
|
6.07K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
11.4KNew |
$615K - $663K
|
11.4K
$591K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
25.2K+ 32.33% |
$1.36M - $1.47M
|
103K
$5.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 12.5% |
$432 - $465
|
72
$3.73K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
3.82K+ 35.2% |
$206K - $222K
|
14.7K
$761K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45.7K+ 80.81% |
$2.47M - $2.66M
|
102K
$5.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-260- 17.81% |
$14K - $15.1K
|
1.2K
$62.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.52KNew |
$81.8K - $88.2K
|
1.52K
$78.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-333- 4.16% |
$18K - $19.4K
|
7.67K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
550New |
$29.7K - $32K
|
550
$28.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.26K+ 2.51% |
$284K - $306K
|
215K
$11.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.64K+ 132.1% |
$143K - $154K
|
4.64K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.6K+ 24.88% |
$248K - $268K
|
23.1K
$1.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.37K+ 20.2% |
$505K - $545K
|
55.7K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-15.8K- 61.97% |
$855K - $921K
|
9.73K
$504K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
41+ 0.65% |
$2.21K - $2.38K
|
6.32K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-472- 11.65% |
$25.5K - $27.4K
|
3.58K
$185K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
28+ 3.18% |
$1.51K - $1.63K
|
908
$47K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.5K+ 166.16% |
$189K - $204K
|
5.61K
$291K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-450- 3.29% |
$24.3K - $26.2K
|
13.2K
$684K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
68+ 1.08% |
$3.67K - $3.95K
|
6.36K
$330K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.26KNew |
$446K - $480K
|
8.26K
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
25.8K+ 29.56% |
$1.39M - $1.5M
|
113K
$5.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
25.4K+ 78.54% |
$1.37M - $1.48M
|
57.8K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
37.3K+ 74.98% |
$2.01M - $2.17M
|
87.1K
$4.51M
|