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 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
17.9KNew |
$967K - $1.04M
|
17.9K
$929K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
316+ 3.94% |
$17K - $18.4K
|
8.35K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.36K+ 24.98% |
$289K - $312K
|
26.8K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
151+ 1.78% |
$8.14K - $8.78K
|
8.65K
$448K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
254+ 2.29% |
$13.7K - $14.8K
|
11.3K
$587K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.83KNew |
$315K - $339K
|
5.83K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-699- 4.08% |
$37.7K - $40.6K
|
16.4K
$851K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
5.5KNew |
$297K - $320K
|
5.5K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.62K+ 12.59% |
$195K - $210K
|
32.4K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-23.5K- 24.91% |
$1.27M - $1.37M
|
71K
$3.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.14K+ 28.44% |
$385K - $415K
|
32.3K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
37.8K+ 12.61% |
$2.04M - $2.2M
|
337K
$17.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
363+ 6.06% |
$19.6K - $21.1K
|
6.35K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.83K+ 34.08% |
$98.9K - $107K
|
7.22K
$374K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.04K+ 2.28% |
$110K - $118K
|
91.6K
$4.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
28.5K+ 106.19% |
$1.54M - $1.66M
|
55.3K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
198+ 2.84% |
$10.7K - $11.5K
|
7.18K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.78KNew |
$473K - $510K
|
8.78K
$455K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
29.3K+ 10.98% |
$1.58M - $1.7M
|
296K
$15.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$78.9K - $85.1K
|
1.46K
$75.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.18K+ 17.81% |
$171K - $185K
|
21K
$1.09M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.02M- 98.07% |
$163M - $176M
|
59.4K
$3.08M
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
6.45K+ 1.57% |
$348K - $375K
|
418K
$21.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
255+ 2.42% |
$13.8K - $14.8K
|
10.8K
$558K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-173K- 93.14% |
$9.33M - $10.1M
|
12.7K
$660K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
673+ 7.86% |
$36.3K - $39.1K
|
9.24K
$479K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
8.04KNew |
$434K - $467K
|
8.04K
$416K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
3.47K+ 10.31% |
$187K - $202K
|
37.2K
$1.93M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
13.3K+ 1768.27% |
$715K - $771K
|
14K
$726K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.9K+ 61.92% |
$264K - $285K
|
12.8K
$663K
|
|
| Q3 2024 | |||||||
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.55K- 10.15% |
$77.1K - $87.1K
|
13.7K
$712K
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11.6K+ 5.85% |
$575K - $649K
|
209K
$10.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
400New |
$19.9K - $22.4K
|
400
$20.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.89K+ 44.3% |
$193K - $218K
|
12.7K
$656K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.73KNew |
$285K - $321K
|
5.73K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
13K+ 76.47% |
$646K - $729K
|
30K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
41.2K+ 112.04% |
$2.05M - $2.31M
|
78K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
570New |
$28.3K - $32K
|
570
$29.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
8.7KNew |
$432K - $488K
|
8.7K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 2.13% |
$49.7 - $56.1
|
48
$2.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
556+ 1.79% |
$27.6K - $31.2K
|
31.6K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.5KNew |
$224K - $252K
|
4.5K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
188+ 7.57% |
$9.34K - $10.5K
|
2.67K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
31+ 1.62% |
$1.54K - $1.74K
|
1.94K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
575+ 250.0% |
$28.6K - $32.3K
|
805
$41.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.97K+ 37.88% |
$247K - $279K
|
18.1K
$936K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-33K- 38.14% |
$1.64M - $1.85M
|
53.6K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-438- 1.85% |
$21.8K - $24.6K
|
23.2K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.5K+ 3606.19% |
$174K - $196K
|
3.6K
$186K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
28KNew |
$1.39M - $1.57M
|
28K
$1.45M
|
|