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 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.6K+ 248.18% |
$3.16M - $3.41M
|
82.3K
$4.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
860K+ 10.68% |
$46.4M - $50M
|
8.91M
$434M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
406KNew |
$21.9M - $23.6M
|
406K
$19.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
18KNew |
$972K - $1.05M
|
18K
$878K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3- 0.26% |
$162 - $174
|
1.17K
$56.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
46.7K+ 36.31% |
$2.52M - $2.72M
|
175K
$8.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
14.3KNew |
$769K - $829K
|
14.3K
$695K
|
|
|
Feb 11, 2025
Q4 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
13.5K+ 13.78% |
$727K - $783K
|
111K
$5.42M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
262New |
$14.1K - $15.2K
|
262
$12.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.49K+ 873.25% |
$188K - $203K
|
3.89K
$190K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
934New |
$50.4K - $54.3K
|
934
$45.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-35- 0.66% |
$1.89K - $2.04K
|
5.3K
$258K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
4.03KNew |
$217K - $234K
|
4.03K
$197K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
14.2KNew |
$768K - $828K
|
14.2K
$694K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.28K- 4.69% |
$69.2K - $74.6K
|
26.1K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5.85K- 7.57% |
$316K - $340K
|
71.4K
$3.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.49K+ 92.39% |
$242K - $261K
|
9.36K
$456K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
147+ 25.79% |
$7.93K - $8.55K
|
717
$34.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.84K+ 42.41% |
$153K - $165K
|
9.54K
$465K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-75- 0.3% |
$4.05K - $4.36K
|
24.6K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
15KNew |
$809K - $872K
|
15K
$731K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.64K- 45.08% |
$250K - $270K
|
5.65K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11New |
$593 - $640
|
11
$536
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$10.8K - $11.6K
|
200
$9.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
667+ 2.93% |
$36K - $38.8K
|
23.5K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-676- 7.61% |
$36.5K - $39.3K
|
8.2K
$400K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.01K+ 312.73% |
$54.3K - $58.6K
|
1.33K
$64.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.38KNew |
$236K - $254K
|
4.38K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
4.15K+ 30.2% |
$224K - $241K
|
17.9K
$872K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.79K+ 20.43% |
$258K - $279K
|
28.2K
$1.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
84K+ 12.14% |
$4.53M - $4.88M
|
776K
$37.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
32.7KNew |
$1.77M - $1.9M
|
32.7K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-122K- 11.66% |
$6.6M - $7.12M
|
927K
$45.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
3.3K+ 126.93% |
$178K - $192K
|
5.89K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
340K+ 19.62% |
$18.4M - $19.8M
|
2.08M
$101M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-17.8K- 69.97% |
$960K - $1.04M
|
7.64K
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-42- 0.47% |
$2.27K - $2.44K
|
8.89K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
55+ 0.76% |
$2.97K - $3.2K
|
7.33K
$357K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-90.2K- 26.49% |
$4.86M - $5.24M
|
250K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.38K+ 16.18% |
$398K - $429K
|
53K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.83KNew |
$98.8K - $106K
|
1.83K
$89.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
313+ 17.23% |
$16.9K - $18.2K
|
2.13K
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
206+ 0.56% |
$11.1K - $12K
|
36.9K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.9K+ 42.52% |
$1.02M - $1.1M
|
63.4K
$3.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
735+ 9.91% |
$39.6K - $42.7K
|
8.15K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.97K+ 52.21% |
$214K - $231K
|
11.6K
$565K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.6K+ 32.23% |
$682K - $736K
|
51.9K
$2.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.06K+ 4.41% |
$165K - $178K
|
72.5K
$3.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
37.6K+ 93.22% |
$2.03M - $2.18M
|
77.8K
$3.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.74K+ 3.07% |
$310K - $334K
|
193K
$9.38M
|