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 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.83KNew |
$315K - $339K
|
5.83K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.04K+ 2.28% |
$110K - $118K
|
91.6K
$4.46M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
29.3K+ 10.98% |
$1.58M - $1.7M
|
296K
$14.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$78.9K - $85.1K
|
1.46K
$71.3K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.02M- 98.07% |
$163M - $176M
|
59.4K
$2.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
8.04KNew |
$434K - $467K
|
8.04K
$392K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
673+ 7.86% |
$36.3K - $39.1K
|
9.24K
$450K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
400New |
$19.9K - $22.4K
|
400
$19.5K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.89K+ 44.3% |
$193K - $218K
|
12.7K
$617K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.73KNew |
$285K - $321K
|
5.73K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
41.2K+ 112.04% |
$2.05M - $2.31M
|
78K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
13K+ 76.47% |
$646K - $729K
|
30K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
570New |
$28.3K - $32K
|
570
$27.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
8.7KNew |
$432K - $488K
|
8.7K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 2.13% |
$49.7 - $56.1
|
48
$2.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
556+ 1.79% |
$27.6K - $31.2K
|
31.6K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
4.5KNew |
$224K - $252K
|
4.5K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
188+ 7.57% |
$9.34K - $10.5K
|
2.67K
$130K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
31+ 1.62% |
$1.54K - $1.74K
|
1.94K
$94.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
575+ 250.0% |
$28.6K - $32.3K
|
805
$39.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.97K+ 37.88% |
$247K - $279K
|
18.1K
$881K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-438- 1.85% |
$21.8K - $24.6K
|
23.2K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-33K- 38.14% |
$1.64M - $1.85M
|
53.6K
$2.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.5K+ 3606.19% |
$174K - $196K
|
3.6K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
28KNew |
$1.39M - $1.57M
|
28K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
5+ 1.79% |
$249 - $281
|
285
$13.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.33K- 86.56% |
$165K - $187K
|
517
$25.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
566+ 115.51% |
$28.1K - $31.8K
|
1.06K
$51.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.2K+ 17.88% |
$59.8K - $67.6K
|
7.94K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
3.6K+ 28.35% |
$179K - $202K
|
16.3K
$794K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-192- 0.81% |
$9.54K - $10.8K
|
23.4K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
11.4K+ 7.75% |
$565K - $638K
|
158K
$7.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.9K- 10.35% |
$94.4K - $107K
|
16.5K
$802K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
500New |
$24.9K - $28.1K
|
500
$24.4K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
25.8KNew |
$1.28M - $1.44M
|
25.8K
$1.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.91KNew |
$194K - $219K
|
3.91K
$191K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
725+ 5.5% |
$36K - $40.7K
|
13.9K
$678K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.45KNew |
$221K - $250K
|
4.45K
$217K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
100New |
$4.97K - $5.61K
|
100
$4.87K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.65KNew |
$231K - $261K
|
4.65K
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
114New |
$5.67K - $6.4K
|
114
$5.56K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
197New |
$9.79K - $11.1K
|
197
$9.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.18KNew |
$58.7K - $66.3K
|
1.18K
$57.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-899- 4.85% |
$44.7K - $50.4K
|
17.6K
$860K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.66K+ 24.13% |
$82.5K - $93.1K
|
8.54K
$416K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
32K+ 16.69% |
$1.59M - $1.8M
|
224K
$10.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.02KNew |
$200K - $225K
|
4.02K
$196K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.32K+ 16.3% |
$65.6K - $74.1K
|
9.42K
$459K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-30- 5.66% |
$1.49K - $1.68K
|
500
$24.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1K+ 27.55% |
$49.7K - $56.1K
|
4.63K
$226K
|
|