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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
127New |
$6.46K - $7.06K
|
127
$7.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.22KNew |
$61.8K - $67.6K
|
1.22K
$70.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
13+ 2.42% |
$661 - $722
|
550
$31.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.9KNew |
$249K - $272K
|
4.9K
$283K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4KNew |
$203K - $222K
|
4K
$231K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-263- 1.2% |
$13.4K - $14.6K
|
21.6K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.64K- 54.75% |
$83.2K - $91K
|
1.35K
$78.2K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-269- 3.9% |
$13.7K - $14.9K
|
6.63K
$383K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1K+ 18.18% |
$50.8K - $55.6K
|
6.5K
$376K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18New |
$915 - $1K
|
18
$1.04K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
95New |
$4.83K - $5.28K
|
95
$5.49K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.06K- 32.7% |
$308K - $337K
|
12.5K
$721K
|
|
|
Jul 30, 2024
Q2 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
5.25KNew |
$267K - $292K
|
5.25K
$304K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.22% |
$50.8 - $55.6
|
446
$25.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
118New |
$6K - $6.56K
|
118
$6.82K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.91KNew |
$199K - $217K
|
3.91K
$226K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
39.3KNew |
$2M - $2.19M
|
39.3K
$2.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.74K- 6.75% |
$88.7K - $96.9K
|
24.1K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
425New |
$21.6K - $23.6K
|
425
$24.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
86KNew |
$4.37M - $4.78M
|
86K
$4.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
4.37KNew |
$222K - $243K
|
4.37K
$253K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
401New |
$20.4K - $22.3K
|
401
$23.2K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
95New |
$4.83K - $5.28K
|
95
$5.49K
|
|
| Q1 2024 | |||||||
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-205- 17.01% |
$10K - $11.1K
|
1K
$57.8K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.34K- 13.11% |
$65.7K - $72.7K
|
8.89K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
143New |
$7.01K - $7.76K
|
143
$8.27K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
290New |
$14.2K - $15.7K
|
290
$16.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
112K+ 42.4% |
$5.5M - $6.09M
|
377K
$21.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
108K+ 67.11% |
$5.3M - $5.87M
|
269K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-877- 52.74% |
$43K - $47.6K
|
786
$45.4K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-74.5K- 29.83% |
$3.65M - $4.04M
|
175K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
29.2K+ 49.61% |
$1.43M - $1.59M
|
88K
$5.09M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
73New |
$3.58K - $3.96K
|
73
$4.22K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-1.8K- 9.42% |
$88.2K - $97.7K
|
17.3K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.3KNew |
$651K - $721K
|
13.3K
$768K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
987+ 6.63% |
$48.4K - $53.6K
|
15.9K
$917K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25New |
$1.23K - $1.36K
|
25
$1.45K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
200New |
$9.8K - $10.9K
|
200
$11.6K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.2K- 21.82% |
$58.8K - $65.1K
|
4.3K
$249K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.1KNew |
$53.7K - $59.4K
|
1.1K
$63.3K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.59K+ 16.32% |
$225K - $249K
|
32.7K
$1.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
15.6K+ 8.52% |
$764K - $846K
|
198K
$11.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
995+ 239.76% |
$48.8K - $54K
|
1.41K
$81.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
285New |
$14K - $15.5K
|
285
$16.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5KNew |
$245K - $271K
|
5K
$289K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.15KNew |
$301K - $334K
|
6.15K
$356K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
278New |
$13.6K - $15.1K
|
278
$16.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
5.03K+ 76.51% |
$246K - $273K
|
11.6K
$671K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-24.6K- 66.31% |
$1.21M - $1.34M
|
12.5K
$723K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.54K+ 1.98% |
$75.7K - $83.8K
|
79.5K
$4.6M
|
|