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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
5+ 1.79% |
$249 - $281
|
285
$14.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.33K- 86.56% |
$165K - $187K
|
517
$26.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
566+ 115.51% |
$28.1K - $31.8K
|
1.06K
$54.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.2K+ 17.88% |
$59.8K - $67.6K
|
7.94K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
3.6K+ 28.35% |
$179K - $202K
|
16.3K
$845K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-192- 0.81% |
$9.54K - $10.8K
|
23.4K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
11.4K+ 7.75% |
$565K - $638K
|
158K
$8.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.9K- 10.35% |
$94.4K - $107K
|
16.5K
$852K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
25.8KNew |
$1.28M - $1.44M
|
25.8K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
500New |
$24.9K - $28.1K
|
500
$25.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.91KNew |
$194K - $219K
|
3.91K
$203K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
725+ 5.5% |
$36K - $40.7K
|
13.9K
$720K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.45KNew |
$221K - $250K
|
4.45K
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
100New |
$4.97K - $5.61K
|
100
$5.18K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.65KNew |
$231K - $261K
|
4.65K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
114New |
$5.67K - $6.4K
|
114
$5.91K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
197New |
$9.79K - $11.1K
|
197
$10.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.18KNew |
$58.7K - $66.3K
|
1.18K
$61.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-899- 4.85% |
$44.7K - $50.4K
|
17.6K
$914K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.66K+ 24.13% |
$82.5K - $93.1K
|
8.54K
$442K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
32K+ 16.69% |
$1.59M - $1.8M
|
224K
$11.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.02KNew |
$200K - $225K
|
4.02K
$208K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.32K+ 16.3% |
$65.6K - $74.1K
|
9.42K
$488K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-30- 5.66% |
$1.49K - $1.68K
|
500
$25.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1K+ 27.55% |
$49.7K - $56.1K
|
4.63K
$240K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
14+ 0.34% |
$696 - $786
|
4.11K
$213K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
8.5KNew |
$422K - $477K
|
8.5K
$440K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.92K+ 75.47% |
$493K - $556K
|
23.1K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1K- 15.22% |
$49.7K - $56.1K
|
5.57K
$289K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-375- 6.54% |
$18.6K - $21K
|
5.36K
$278K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
50KNew |
$2.49M - $2.81M
|
50K
$2.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
4.5K+ 15.19% |
$224K - $252K
|
34.1K
$1.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
11K+ 804.63% |
$545K - $615K
|
12.3K
$638K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.84K- 36.59% |
$191K - $215K
|
6.65K
$345K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-53Closed |
$2.63K - $2.97K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
253K+ 17.88% |
$12.6M - $14.2M
|
1.67M
$86.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-104K- 8.92% |
$5.15M - $5.82M
|
1.06M
$54.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-48- 0.83% |
$2.39K - $2.69K
|
5.72K
$296K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.3K+ 105.1% |
$514K - $581K
|
20.2K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-17- 3.35% |
$845 - $954
|
491
$25.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
93New |
$4.62K - $5.22K
|
93
$4.82K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.79KNew |
$188K - $212K
|
3.79K
$196K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11+ 2.71% |
$547 - $617
|
417
$21.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
400New |
$19.9K - $22.4K
|
400
$20.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90New |
$4.47K - $5.05K
|
90
$4.66K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.89K+ 60.12% |
$342K - $387K
|
18.3K
$951K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
200New |
$9.94K - $11.2K
|
200
$10.4K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-734- 7.62% |
$36.5K - $41.2K
|
8.89K
$461K
|
|
| Q2 2024 | |||||||
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-16.4K- 33.03% |
$836K - $914K
|
33.4K
$1.73M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
80+ 13.22% |
$4.07K - $4.44K
|
685
$35.5K
|
|