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 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.58K+ 53.26% |
$193K - $208K
|
10.3K
$596K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
31+ 1.8% |
$1.67K - $1.8K
|
1.75K
$101K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
723New |
$39K - $42K
|
723
$41.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-53.2K- 72.8% |
$2.87M - $3.09M
|
19.9K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
41+ 0.65% |
$2.21K - $2.38K
|
6.32K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
5.5KNew |
$297K - $320K
|
5.5K
$318K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$78.9K - $85.1K
|
1.46K
$84.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
673+ 7.86% |
$36.3K - $39.1K
|
9.24K
$534K
|
|
| Q3 2024 | |||||||
|
Dec 19, 2025
Q3 2024
|
Finivi Inc.
Westborough, MA |
SELL
|
- |
-18KClosed |
$895K - $1.01M
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
41.2K+ 112.04% |
$2.05M - $2.31M
|
78K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
13K+ 76.47% |
$646K - $729K
|
30K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
570New |
$28.3K - $32K
|
570
$33K
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
8.7KNew |
$432K - $488K
|
8.7K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
556+ 1.79% |
$27.6K - $31.2K
|
31.6K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.97K+ 37.88% |
$247K - $279K
|
18.1K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-438- 1.85% |
$21.8K - $24.6K
|
23.2K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
28KNew |
$1.39M - $1.57M
|
28K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
5+ 1.79% |
$249 - $281
|
285
$16.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.33K- 86.56% |
$165K - $187K
|
517
$29.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
3.6K+ 28.35% |
$179K - $202K
|
16.3K
$942K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
85New |
$4.22K - $4.77K
|
85
$4.91K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
11.4K+ 7.75% |
$565K - $638K
|
158K
$9.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-192- 0.81% |
$9.54K - $10.8K
|
23.4K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
500New |
$24.9K - $28.1K
|
500
$28.9K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
25.8KNew |
$1.28M - $1.44M
|
25.8K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.91KNew |
$194K - $219K
|
3.91K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.45KNew |
$221K - $250K
|
4.45K
$258K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
114New |
$5.67K - $6.4K
|
114
$6.59K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.65KNew |
$231K - $261K
|
4.65K
$269K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
197New |
$9.79K - $11.1K
|
197
$11.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-899- 4.85% |
$44.7K - $50.4K
|
17.6K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
32K+ 16.69% |
$1.59M - $1.8M
|
224K
$12.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1K+ 27.55% |
$49.7K - $56.1K
|
4.63K
$268K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.92K+ 75.47% |
$493K - $556K
|
23.1K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
8.5KNew |
$422K - $477K
|
8.5K
$491K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
50KNew |
$2.49M - $2.81M
|
50K
$2.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
4.5K+ 15.19% |
$224K - $252K
|
34.1K
$1.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-53Closed |
$2.63K - $2.97K
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-104K- 8.92% |
$5.15M - $5.82M
|
1.06M
$61.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
253K+ 17.88% |
$12.6M - $14.2M
|
1.67M
$96.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.3K+ 105.1% |
$514K - $581K
|
20.2K
$1.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11+ 2.71% |
$547 - $617
|
417
$24.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
400New |
$19.9K - $22.4K
|
400
$23.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
200New |
$9.94K - $11.2K
|
200
$11.6K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-734- 7.62% |
$36.5K - $41.2K
|
8.89K
$514K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
80+ 13.22% |
$4.07K - $4.44K
|
685
$39.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
27.4KNew |
$1.39M - $1.52M
|
27.4K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.81K- 37.47% |
$143K - $156K
|
4.69K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-80- 1.31% |
$4.07K - $4.44K
|
6.05K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-346- 1.6% |
$17.6K - $19.2K
|
21.3K
$1.23M
|
|