Latest Institutional Purchases of J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This list provides information on the latest institutional transactions involving J P Morgan ETF Tr Nasdaq Equit (JEPQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
491K+ 1722.68% |
$26.5M - $28.6M
|
520K
$30.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
109K+ 415.81% |
$5.9M - $6.36M
|
136K
$7.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45.7K+ 80.81% |
$2.47M - $2.66M
|
102K
$5.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.7K+ 4.81% |
$2.41M - $2.6M
|
974K
$56.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44KNew |
$2.37M - $2.56M
|
44K
$2.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
43.3K+ 330.41% |
$2.34M - $2.52M
|
56.5K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
37.8K+ 12.61% |
$2.04M - $2.2M
|
337K
$19.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
37.3K+ 74.98% |
$2.01M - $2.17M
|
87.1K
$5.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
32.4KNew |
$1.74M - $1.88M
|
32.4K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
30.5KNew |
$1.64M - $1.77M
|
30.5K
$1.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
29.3K+ 10.98% |
$1.58M - $1.7M
|
296K
$17.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
28.9K+ 65.85% |
$1.56M - $1.68M
|
72.7K
$4.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
28.5K+ 106.19% |
$1.54M - $1.66M
|
55.3K
$3.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
25.8K+ 29.56% |
$1.39M - $1.5M
|
113K
$6.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
25.4K+ 78.54% |
$1.37M - $1.48M
|
57.8K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
25.2K+ 32.33% |
$1.36M - $1.47M
|
103K
$5.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
23.8K+ 155.4% |
$1.28M - $1.38M
|
39.1K
$2.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
23.3K+ 15.12% |
$1.26M - $1.36M
|
177K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.8K+ 20.58% |
$1.23M - $1.32M
|
133K
$7.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22K+ 32.95% |
$1.19M - $1.28M
|
88.7K
$5.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21.7KNew |
$1.17M - $1.26M
|
21.7K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
20.8K+ 41.61% |
$1.12M - $1.21M
|
70.8K
$4.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
20.3K+ 7.27% |
$1.1M - $1.18M
|
300K
$17.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
18K+ 84.69% |
$969K - $1.05M
|
39.2K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
17.9KNew |
$967K - $1.04M
|
17.9K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
17.9K+ 27.92% |
$965K - $1.04M
|
82K
$4.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
17.3K+ 29.42% |
$933K - $1.01M
|
76.1K
$4.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
16K+ 44.84% |
$864K - $931K
|
51.7K
$3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.9K+ 50.78% |
$805K - $867K
|
44.3K
$2.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
13.9K+ 14.79% |
$750K - $808K
|
108K
$6.26M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
13.3K+ 1768.27% |
$715K - $771K
|
14K
$814K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12.9K+ 29.1% |
$694K - $748K
|
57.1K
$3.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.5K+ 20.08% |
$676K - $729K
|
75K
$4.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
11.4KNew |
$615K - $663K
|
11.4K
$662K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.2K+ 29.64% |
$605K - $652K
|
49K
$2.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10.3KNew |
$554K - $597K
|
10.3K
$596K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
9.71K+ 3.38% |
$524K - $565K
|
297K
$17.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.67K+ 33.01% |
$521K - $562K
|
39K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.37K+ 20.2% |
$505K - $545K
|
55.7K
$3.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
8.96KNew |
$483K - $521K
|
8.96K
$520K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.78KNew |
$473K - $510K
|
8.78K
$510K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.4KNew |
$453K - $488K
|
8.4K
$487K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.38K+ 12.87% |
$452K - $487K
|
73.4K
$4.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.26KNew |
$446K - $480K
|
8.26K
$480K
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
8.04KNew |
$434K - $467K
|
8.04K
$467K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
8KNew |
$431K - $465K
|
8K
$464K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.87K+ 178.25% |
$424K - $457K
|
12.3K
$713K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7.75KNew |
$418K - $451K
|
7.75K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.5K+ 6.48% |
$405K - $436K
|
123K
$7.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.27K+ 17.33% |
$392K - $422K
|
49.2K
$2.86M
|