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 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
3.62KNew |
$195K - $210K
|
3.62K
$187K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.96K+ 5.27% |
$214K - $230K
|
79.1K
$4.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 83.76% |
$571K - $615K
|
23.2K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
796New |
$42.9K - $46.3K
|
796
$41.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
19.2K+ 87.36% |
$1.04M - $1.12M
|
41.3K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
4.63KNew |
$249K - $269K
|
4.63K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.73K+ 12.8% |
$201K - $217K
|
32.9K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
75+ 1.88% |
$4.05K - $4.36K
|
4.07K
$211K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
247+ 2.62% |
$13.3K - $14.4K
|
9.68K
$502K
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
21.8K+ 23.2% |
$1.18M - $1.27M
|
116K
$6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.5K- 5.46% |
$189K - $203K
|
60.6K
$3.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
76.8K+ 29.92% |
$4.14M - $4.47M
|
334K
$17.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100New |
$5.39K - $5.82K
|
100
$5.18K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
4.61KNew |
$249K - $268K
|
4.61K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.33K+ 14.5% |
$396K - $426K
|
57.9K
$3M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
16.2KNew |
$873K - $941K
|
16.2K
$839K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.1K+ 23.62% |
$221K - $238K
|
21.5K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.02KNew |
$325K - $350K
|
6.02K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
177+ 33.02% |
$9.55K - $10.3K
|
713
$36.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-89- 3.19% |
$4.8K - $5.18K
|
2.7K
$140K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.5K+ 13.87% |
$3.15M - $3.4M
|
480K
$24.9M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
18.2K+ 94.6% |
$980K - $1.06M
|
37.4K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-88.3K- 14.64% |
$4.77M - $5.14M
|
515K
$26.7M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
28.4KNew |
$1.53M - $1.65M
|
28.4K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.32K- 1.42% |
$70.9K - $76.5K
|
91.1K
$4.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-973- 23.33% |
$52.5K - $56.6K
|
3.2K
$166K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
69+ 0.05% |
$3.72K - $4.01K
|
142K
$7.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-506- 1.18% |
$27.3K - $29.4K
|
42.5K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
27.4K+ 31.23% |
$1.48M - $1.59M
|
115K
$5.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
11.2K+ 33.55% |
$602K - $648K
|
44.4K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.37K+ 16.51% |
$452K - $487K
|
59.1K
$3.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
812K+ 76.18% |
$43.8M - $47.2M
|
1.88M
$97.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.2K+ 15.82% |
$443K - $477K
|
60.1K
$3.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.53K+ 13.11% |
$298K - $321K
|
47.7K
$2.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
788+ 4.13% |
$42.5K - $45.8K
|
19.9K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
592New |
$31.9K - $34.4K
|
592
$30.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
8.63KNew |
$465K - $502K
|
8.63K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
72+ 15.79% |
$3.88K - $4.19K
|
528
$27.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21.2K+ 9.17% |
$1.14M - $1.23M
|
253K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1K+ 25.0% |
$53.9K - $58.2K
|
5K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
353+ 21.78% |
$19K - $20.5K
|
1.97K
$102K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.97K+ 9.36% |
$214K - $231K
|
46.4K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-8.26K- 49.76% |
$445K - $480K
|
8.34K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
93.6KNew |
$5.05M - $5.44M
|
93.6K
$4.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
41.1KNew |
$2.22M - $2.39M
|
41.1K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
938New |
$50.6K - $54.5K
|
938
$48.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
985+ 2.5% |
$53.1K - $57.3K
|
40.4K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13.1K+ 25.89% |
$708K - $763K
|
63.8K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.25K- 5.76% |
$67.4K - $72.7K
|
20.4K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.56K+ 8.37% |
$192K - $207K
|
46.1K
$2.39M
|