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 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.33KNew |
$215K - $243K
|
4.33K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-110K- 89.42% |
$5.48M - $6.19M
|
13K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.82K+ 14.42% |
$140K - $158K
|
22.4K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
584+ 3.86% |
$29K - $32.8K
|
15.7K
$879K
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
8.7KNew |
$432K - $488K
|
8.7K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-363- 1.63% |
$18K - $20.4K
|
21.9K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$602K - $679K
|
12.1K
$678K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
167K+ 7.28% |
$8.28M - $9.34M
|
2.45M
$137M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
300+ 6.25% |
$14.9K - $16.8K
|
5.1K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.6K+ 71.26% |
$1.22M - $1.38M
|
59.1K
$3.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
556+ 1.79% |
$27.6K - $31.2K
|
31.6K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
128+ 0.26% |
$6.36K - $7.18K
|
49.2K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 2.13% |
$49.7 - $56.1
|
48
$2.69K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
14.2K+ 130.9% |
$707K - $798K
|
25.1K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.31K- 6.3% |
$214K - $242K
|
64.1K
$3.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.52K- 11.98% |
$125K - $141K
|
18.5K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
419+ 4.95% |
$20.8K - $23.5K
|
8.88K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
547+ 7.41% |
$27.2K - $30.7K
|
7.93K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.2K+ 9.36% |
$2.94M - $3.32M
|
692K
$38.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
82+ 0.81% |
$4.08K - $4.6K
|
10.2K
$568K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
190+ 6.49% |
$9.44K - $10.7K
|
3.12K
$174K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.5K+ 10.92% |
$572K - $646K
|
117K
$6.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
980+ 1.15% |
$48.7K - $55K
|
86.4K
$4.84M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.41K- 2.7% |
$120K - $135K
|
86.8K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
42.6K+ 7.6% |
$2.12M - $2.39M
|
604K
$33.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.14K+ 27.14% |
$56.6K - $63.9K
|
5.33K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
151New |
$7.5K - $8.47K
|
151
$8.45K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
500+ 9.01% |
$24.9K - $28.1K
|
6.05K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4KNew |
$199K - $224K
|
4K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.5K+ 8.44% |
$74.4K - $83.9K
|
19.2K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
366+ 3.67% |
$18.2K - $20.5K
|
10.4K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
684+ 1.97% |
$34K - $38.4K
|
35.4K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
31+ 1.62% |
$1.54K - $1.74K
|
1.94K
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
367K+ 7.6% |
$18.2M - $20.6M
|
5.2M
$291M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
54.6K+ 181.84% |
$2.71M - $3.06M
|
84.6K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-143K- 59.98% |
$7.11M - $8.03M
|
95.5K
$5.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.55K+ 104.84% |
$425K - $480K
|
16.7K
$935K
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-1.27K- 6.59% |
$63.2K - $71.3K
|
18K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.38K+ 31.65% |
$118K - $134K
|
9.91K
$555K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.4K+ 3.34% |
$717K - $810K
|
446K
$25M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.97K+ 32.93% |
$347K - $391K
|
28.1K
$1.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
575+ 250.0% |
$28.6K - $32.3K
|
805
$45.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.97K+ 37.88% |
$247K - $279K
|
18.1K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-210K- 13.54% |
$10.4M - $11.8M
|
1.34M
$75.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.1KNew |
$204K - $230K
|
4.1K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
232+ 6.1% |
$11.5K - $13K
|
4.04K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
81.2K+ 53.45% |
$4.03M - $4.55M
|
233K
$13M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
398K+ 18.65% |
$19.8M - $22.4M
|
2.53M
$142M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.36K- 29.04% |
$117K - $132K
|
5.76K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
53.8K+ 20.41% |
$2.68M - $3.02M
|
318K
$17.8M
|