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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
700New |
$37.8K - $40.7K
|
700
$36.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
7.34KNew |
$396K - $427K
|
7.34K
$380K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.86K+ 53.94% |
$478K - $515K
|
25.3K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.38K- 43.14% |
$236K - $255K
|
5.77K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82K+ 282.15% |
$4.42M - $4.77M
|
111K
$5.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-989K- 98.06% |
$53.4M - $57.5M
|
19.6K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.07K+ 82.2% |
$57.6K - $62K
|
2.37K
$123K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
3.5K+ 22.0% |
$189K - $204K
|
19.4K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-59- 0.48% |
$3.18K - $3.43K
|
12.3K
$637K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
15.5KNew |
$835K - $901K
|
15.5K
$802K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-925- 11.16% |
$49.9K - $53.8K
|
7.36K
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.91KNew |
$319K - $344K
|
5.91K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.76KNew |
$472K - $509K
|
8.76K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
516+ 11.35% |
$27.8K - $30K
|
5.06K
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
25.5K+ 8.34% |
$1.37M - $1.48M
|
331K
$17.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-940- 1.09% |
$50.7K - $54.7K
|
85.5K
$4.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-395- 3.22% |
$21.3K - $23K
|
11.9K
$615K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
15K+ 14.35% |
$811K - $874K
|
120K
$6.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
48New |
$2.59K - $2.79K
|
48
$2.49K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.4K+ 28.43% |
$237K - $256K
|
19.9K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.5KNew |
$729K - $786K
|
13.5K
$700K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.26K- 27.24% |
$284K - $306K
|
14.1K
$728K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-380- 16.56% |
$20.5K - $22.1K
|
1.92K
$99.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
636+ 2.87% |
$34.3K - $37K
|
22.8K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.25K+ 12.56% |
$67.2K - $72.4K
|
11.2K
$578K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
245+ 0.87% |
$13.2K - $14.2K
|
28.3K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-36- 0.78% |
$1.94K - $2.09K
|
4.56K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
17.6K+ 109.52% |
$947K - $1.02M
|
33.6K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
4.23KNew |
$228K - $246K
|
4.23K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
61.2K+ 7.54% |
$3.3M - $3.56M
|
873K
$45.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
105KNew |
$5.67M - $6.11M
|
105K
$5.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-10.6K- 36.44% |
$573K - $617K
|
18.5K
$959K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.02K+ 55.58% |
$217K - $234K
|
11.3K
$584K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
66.3K+ 78.37% |
$3.57M - $3.85M
|
151K
$7.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.6K+ 10.65% |
$731K - $789K
|
141K
$7.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
21.6K+ 152.59% |
$1.17M - $1.26M
|
35.8K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.48K+ 17.24% |
$350K - $377K
|
44.1K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
10.1K+ 15.99% |
$542K - $585K
|
72.9K
$3.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
8.08KNew |
$436K - $470K
|
8.08K
$419K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.8KNew |
$205K - $221K
|
3.8K
$197K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
54.9KNew |
$2.96M - $3.19M
|
54.9K
$2.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 100.0% |
$53.9 - $58.2
|
2
$104
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13.9K+ 15.75% |
$752K - $811K
|
102K
$5.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
76+ 2.08% |
$4.1K - $4.42K
|
3.74K
$194K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
18.9KNew |
$1.02M - $1.1M
|
18.9K
$979K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.42K+ 5.25% |
$76.3K - $82.3K
|
28.4K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-934- 2.17% |
$50.4K - $54.3K
|
42.2K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
27KNew |
$1.46M - $1.57M
|
27K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-50.9K- 8.03% |
$2.74M - $2.96M
|
583K
$30.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.09K+ 6.23% |
$328K - $354K
|
104K
$5.38M
|