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 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.45K+ 17.68% |
$221K - $250K
|
29.6K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.94K+ 36.19% |
$196K - $221K
|
14.8K
$829K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.4K+ 27.37% |
$1.36M - $1.54M
|
127K
$7.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.91KNew |
$294K - $332K
|
5.91K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10+ 4.42% |
$497 - $561
|
236
$13.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
30.3K+ 47.62% |
$1.51M - $1.7M
|
94K
$5.26M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.99K+ 8.32% |
$298K - $336K
|
77.9K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-400- 1.66% |
$19.9K - $22.4K
|
23.6K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
26.1K+ 11.33% |
$1.3M - $1.47M
|
257K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.5K+ 3606.19% |
$174K - $196K
|
3.6K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
28KNew |
$1.39M - $1.57M
|
28K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-130- 1.76% |
$6.46K - $7.29K
|
7.28K
$407K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-438- 1.85% |
$21.8K - $24.6K
|
23.2K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.11K- 25.83% |
$155K - $175K
|
8.94K
$500K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.56KNew |
$326K - $368K
|
6.56K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
101+ 0.45% |
$5.02K - $5.67K
|
22.8K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.33K- 86.56% |
$165K - $187K
|
517
$28.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.23K+ 19.88% |
$310K - $350K
|
37.6K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
335K+ 781.53% |
$16.7M - $18.8M
|
378K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28.9K+ 48.45% |
$1.44M - $1.62M
|
88.5K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.3K+ 71.74% |
$513K - $579K
|
24.7K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
96.7K+ 119.15% |
$4.8M - $5.42M
|
178K
$9.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
4.3K+ 14.86% |
$214K - $241K
|
33.2K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
116KNew |
$5.78M - $6.53M
|
116K
$6.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-233- 1.04% |
$11.6K - $13.1K
|
22.2K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
36.5K+ 14.67% |
$1.81M - $2.05M
|
285K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
1.57K+ 1.82% |
$78.1K - $88.1K
|
87.8K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.85KNew |
$191K - $216K
|
3.85K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-33K- 38.14% |
$1.64M - $1.85M
|
53.6K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.7K+ 54.88% |
$1.23M - $1.39M
|
69.7K
$3.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
28KNew |
$1.39M - $1.57M
|
28K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$49.7 - $56.1
|
1
$56
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-915K- 98.09% |
$45.5M - $51.4M
|
17.8K
$996K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
5+ 1.79% |
$249 - $281
|
285
$16K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.84K+ 5.46% |
$141K - $160K
|
54.9K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
200New |
$9.94K - $11.2K
|
200
$11.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
35.9K+ 817.19% |
$1.78M - $2.01M
|
40.3K
$2.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.6K+ 16.02% |
$2.57M - $2.9M
|
374K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
75+ 0.51% |
$3.73K - $4.21K
|
14.6K
$820K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-139K- 35.84% |
$6.92M - $7.81M
|
249K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
460+ 11.26% |
$22.9K - $25.8K
|
4.55K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
981+ 4.56% |
$48.8K - $55K
|
22.5K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.56K+ 3.2% |
$77.6K - $87.6K
|
50.4K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-27.5K- 53.63% |
$1.37M - $1.54M
|
23.8K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
648+ 1.46% |
$32.2K - $36.4K
|
45K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5.91K+ 58.33% |
$294K - $331K
|
16K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
4.05K+ 26.94% |
$201K - $227K
|
19.1K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
175New |
$8.7K - $9.82K
|
175
$9.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
3.6K+ 28.35% |
$179K - $202K
|
16.3K
$912K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.32K+ 9.02% |
$65.5K - $73.9K
|
15.9K
$891K
|