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
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.05KNew |
$326K - $352K
|
6.05K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.84M+ 12.4% |
$99M - $107M
|
16.6M
$811M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
31.8KNew |
$1.71M - $1.85M
|
31.8K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
24.8KNew |
$1.34M - $1.44M
|
24.8K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
44KNew |
$2.37M - $2.56M
|
44K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
21.1KNew |
$1.14M - $1.22M
|
21.1K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
523KNew |
$28.2M - $30.4M
|
523K
$25.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
19.6K+ 15.44% |
$1.06M - $1.14M
|
147K
$7.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.19K+ 56.78% |
$118K - $127K
|
6.04K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.15K+ 0.5% |
$62.2K - $67.1K
|
234K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.23K+ 7.41% |
$66.1K - $71.2K
|
17.8K
$866K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-55- 0.16% |
$2.97K - $3.2K
|
35.3K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
6.7KNew |
$361K - $389K
|
6.7K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-210- 0.42% |
$11.3K - $12.2K
|
50.2K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
434+ 10.75% |
$23.4K - $25.2K
|
4.47K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
31.7K+ 22.54% |
$1.71M - $1.84M
|
172K
$8.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.4K+ 42.66% |
$129K - $139K
|
8.01K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
33K+ 111.77% |
$1.78M - $1.92M
|
62.5K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
10.2KNew |
$553K - $596K
|
10.2K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.6KNew |
$194K - $209K
|
3.6K
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$270K - $291K
|
5K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-429- 0.67% |
$23.1K - $24.9K
|
63.2K
$3.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.26K+ 368.04% |
$67.7K - $73K
|
1.6K
$77.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.64K- 27.65% |
$88.2K - $95.1K
|
4.28K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
182KNew |
$9.83M - $10.6M
|
182K
$8.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
820+ 5.83% |
$44.2K - $47.7K
|
14.9K
$725K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.9K+ 12.46% |
$318K - $343K
|
53.3K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
10.1K+ 11.74% |
$547K - $590K
|
96.5K
$4.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
39.6K+ 24.94% |
$2.14M - $2.31M
|
199K
$9.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.4K+ 5.56% |
$75.3K - $81.2K
|
26.5K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1K+ 19.61% |
$53.9K - $58.2K
|
6.1K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.44K+ 13.89% |
$77.6K - $83.6K
|
11.8K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.97K+ 35.73% |
$322K - $347K
|
22.7K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
165K+ 12.28% |
$8.88M - $9.58M
|
1.51M
$73.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-121K- 92.12% |
$6.55M - $7.06M
|
10.4K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.8K+ 14.31% |
$584K - $630K
|
86.5K
$4.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.1KNew |
$59.3K - $63.9K
|
1.1K
$53.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
14.6KNew |
$788K - $850K
|
14.6K
$712K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
35.4KNew |
$1.91M - $2.06M
|
35.4K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
37.2K+ 284.77% |
$2M - $2.16M
|
50.2K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
6.25KNew |
$337K - $364K
|
6.25K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
443+ 1.97% |
$23.9K - $25.8K
|
22.9K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.37K+ 19.53% |
$236K - $254K
|
26.8K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.33K- 7.13% |
$287K - $310K
|
69.4K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
21.8K+ 1674.21% |
$1.18M - $1.27M
|
23.1K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
109K+ 15.81% |
$5.87M - $6.32M
|
796K
$38.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.99K+ 21.36% |
$269K - $290K
|
28.3K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-324- 1.84% |
$17.5K - $18.8K
|
17.3K
$844K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53.4K+ 13.74% |
$2.88M - $3.1M
|
442K
$21.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.1KNew |
$221K - $239K
|
4.1K
$200K
|