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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.25K+ 4.62% |
$67.5K - $72.8K
|
28.3K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.45K+ 6.81% |
$78.3K - $84.4K
|
22.8K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
13.2K+ 224.15% |
$715K - $770K
|
19.2K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
139+ 1.8% |
$7.5K - $8.08K
|
7.86K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
19.1KNew |
$1.03M - $1.11M
|
19.1K
$931K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.73K+ 85.99% |
$201K - $217K
|
8.06K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.16K+ 9.64% |
$117K - $126K
|
24.6K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.09M+ 15.9% |
$58.5M - $63.1M
|
7.91M
$386M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.07K- 3.78% |
$57.4K - $61.9K
|
27.1K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.77K+ 10.68% |
$257K - $277K
|
49.5K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
75.3K+ 67.31% |
$4.06M - $4.38M
|
187K
$9.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2.3K- 3.67% |
$124K - $134K
|
60.3K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
122K+ 3.42% |
$6.6M - $7.11M
|
3.7M
$180M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-15- 6.12% |
$809 - $872
|
230
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.61K+ 23.59% |
$302K - $326K
|
29.4K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-32.9K- 46.87% |
$1.77M - $1.91M
|
37.3K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
415K+ 253.87% |
$22.4M - $24.2M
|
579K
$28.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
324+ 0.53% |
$17.5K - $18.8K
|
61.5K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-26.4K- 22.24% |
$1.42M - $1.54M
|
92.3K
$4.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
152K+ 8028.18% |
$8.21M - $8.85M
|
154K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.7KNew |
$957K - $1.03M
|
17.7K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.54K+ 1.43% |
$191K - $206K
|
251K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.02K+ 6.83% |
$109K - $118K
|
31.6K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-3.63K- 27.16% |
$196K - $211K
|
9.73K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
11.1KNew |
$598K - $645K
|
11.1K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.01% |
$53.9 - $58.2
|
15.7K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.21K+ 16.92% |
$173K - $187K
|
22.2K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-291K- 73.69% |
$15.7M - $16.9M
|
104K
$5.07M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.32K+ 16.56% |
$233K - $251K
|
30.4K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
13.9KNew |
$752K - $811K
|
13.9K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
43.2KNew |
$2.33M - $2.51M
|
43.2K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
4New |
$216 - $233
|
4
$195
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
382New |
$20.6K - $22.2K
|
382
$18.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
34.2K+ 17.67% |
$1.85M - $1.99M
|
228K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.51K- 12.47% |
$189K - $204K
|
24.6K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
7.32KNew |
$395K - $426K
|
7.32K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-440- 1.46% |
$23.7K - $25.6K
|
29.7K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
135K+ 66.3% |
$7.29M - $7.86M
|
339K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.59KNew |
$356K - $383K
|
6.59K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1KNew |
$53.9K - $58.2K
|
1K
$48.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.1K+ 89.27% |
$1.14M - $1.23M
|
44.7K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-320K- 98.21% |
$17.3M - $18.6M
|
5.85K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-41.6K- 12.26% |
$2.24M - $2.42M
|
298K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.32KNew |
$125K - $135K
|
2.32K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.61K+ 2.73% |
$194K - $210K
|
136K
$6.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
110New |
$5.93K - $6.4K
|
110
$5.36K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.79K+ 40.39% |
$204K - $220K
|
13.2K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.2KNew |
$119K - $128K
|
2.2K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
6.78K+ 6.97% |
$366K - $394K
|
104K
$5.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.87K+ 21.06% |
$317K - $341K
|
33.7K
$1.64M
|