Latest Institutional Purchases of J P Morgan ETF Tr Nasdaq Equit (JEPQ)

JEPQ Quotes by TradingView

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
Aug 13, 2024 Q2 2024
Merit Financial Group, LLC

BUY
 -
1.35K
+ 25.63%
$68.7K - $75.1K
6.62K $385K
Jul 12, 2024 Q2 2024
Annex Advisory Services, LLC

BUY
 -
1.35K
+ 12.98%
$68.6K - $75K
11.7K $683K
Aug 14, 2024 Q2 2024
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
1.22K
New
$61.8K - $67.6K
1.22K $70.7K
Jul 18, 2024 Q2 2024
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
1.04K
+ 18.36%
$53.1K - $58K
6.73K $391K
Aug 01, 2024 Q2 2024
Private Wealth Strategies, L.L.C.

BUY
 -
1K
+ 18.18%
$50.8K - $55.6K
6.5K $378K
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
998
+ 4.77%
$50.7K - $55.4K
21.9K $1.28M
Jul 31, 2024 Q2 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
774
New
$39.4K - $43K
774 $45K
Jul 29, 2024 Q2 2024
Umb Bank, N.A.

BUY
 -
556
+ 59.4%
$28.3K - $30.9K
1.49K $86.8K
Jul 12, 2024 Q2 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
425
New
$21.6K - $23.6K
425 $24.7K
Aug 05, 2024 Q2 2024
Cullen/Frost Bankers, Inc.

BUY
 -
424
New
$21.6K - $23.6K
424 $24.7K
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
400
New
$20.3K - $22.2K
400 $23.3K
Aug 13, 2024 Q2 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
269
New
$13.7K - $14.9K
269 $15.6K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
264
New
$13.4K - $14.7K
264 $15.4K
Jul 22, 2024 Q2 2024
Security National Bank

BUY
 -
238
+ 10.09%
$12.1K - $13.2K
2.6K $151K
Aug 14, 2024 Q2 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
137
New
$6.97K - $7.61K
137 $7.97K
Aug 14, 2024 Q2 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
127
New
$6.46K - $7.06K
127 $7.39K
Jul 17, 2024 Q2 2024
Sws Partners

BUY
 -
118
New
$6K - $6.56K
118 $6.86K
Aug 14, 2024 Q2 2024
Wfa Of San Diego, LLC

BUY
 -
100
+ 100.0%
$5.08K - $5.56K
200 $11.6K
Jul 31, 2024 Q2 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
95
New
$4.83K - $5.28K
95 $5.52K
Jul 08, 2024 Q2 2024
City State Bank

Norwalk, IA
BUY
 -
95
New
$4.83K - $5.28K
95 $5.52K
Aug 15, 2024 Q2 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
80
+ 13.22%
$4.07K - $4.44K
685 $39.8K
Aug 14, 2024 Q2 2024
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
75
New
$3.81K - $4.17K
75 $4.36K
Aug 01, 2024 Q2 2024
Tortoise Investment Management, LLC

BUY
 -
18
New
$915 - $1K
18 $1.05K
Aug 14, 2024 Q2 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
13
+ 2.42%
$661 - $722
550 $32K
Jul 12, 2024 Q2 2024
Wealth Management Partners, LLC

BUY
 -
4
+ 0.1%
$203 - $222
3.96K $230K
Aug 14, 2024 Q2 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
1
New
$50.8 - $55.6
1 $58.2
Jul 23, 2024 Q2 2024
Macroview Investment Management LLC

BUY
 -
1
+ 0.22%
$50.8 - $55.6
446 $25.9K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
112K
+ 42.4%
$5.5M - $6.09M
377K $21.9M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
108K
+ 67.11%
$5.3M - $5.87M
269K $15.7M
May 13, 2024 Q1 2024
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
29.2K
+ 49.61%
$1.43M - $1.59M
88K $5.12M
May 02, 2024 Q1 2024
Fny Investment Advisers, LLC

BUY
 -
18.8K
New
$920K - $1.02M
18.8K $1.09M
Apr 30, 2024 Q1 2024
Derbend Asset Management

BUY
 -
15.6K
+ 8.52%
$764K - $846K
198K $11.5M
May 10, 2024 Q1 2024
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
13.3K
New
$651K - $721K
13.3K $772K
May 15, 2024 Q1 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
9.29K
New
$455K - $504K
9.29K $540K
Apr 16, 2024 Q1 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
8.43K
New
$413K - $458K
8.43K $490K
Apr 24, 2024 Q1 2024
Smith Anglin Financial, LLC

BUY
 -
6.15K
New
$301K - $334K
6.15K $358K
Apr 19, 2024 Q1 2024
Cutler Group LP

BUY
 -
5.03K
+ 76.51%
$246K - $273K
11.6K $675K
Apr 25, 2024 Q1 2024
Fielder Capital Group LLC

Nashville, TN
BUY
 -
5K
New
$245K - $271K
5K $291K
Apr 29, 2024 Q1 2024
Mayflower Financial Advisors, LLC

BUY
 -
4.81K
New
$236K - $261K
4.81K $280K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
4.59K
+ 16.32%
$225K - $249K
32.7K $1.9M
May 02, 2024 Q1 2024
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
4.1K
New
$201K - $223K
4.1K $238K
Apr 29, 2024 Q1 2024
Vista Wealth Management Group, LLC

BUY
 -
4.09K
New
$200K - $222K
4.09K $238K
Apr 17, 2024 Q1 2024
Ridgecrest Wealth Partners, LLC

BUY
 -
3.9K
New
$191K - $212K
3.9K $227K
Apr 03, 2024 Q1 2024
Versant Capital Management, Inc

BUY
 -
1.97K
+ 910.65%
$96.4K - $107K
2.18K $127K
Apr 19, 2024 Q1 2024
Eaton Financial Holdings Company, LLC

Coral Springs, FL
BUY
 -
1.54K
+ 1.98%
$75.7K - $83.8K
79.5K $4.62M
May 02, 2024 Q1 2024
First Command Advisory Services, Inc.

BUY
 -
1.1K
New
$53.7K - $59.4K
1.1K $63.7K
Apr 30, 2024 Q1 2024
Retirement Group, LLC

BUY
 -
995
+ 239.76%
$48.8K - $54K
1.41K $82K
May 09, 2024 Q1 2024
Zega Financial, LLC

Palm Beach Gardens, FL
BUY
 -
987
+ 6.63%
$48.4K - $53.6K
15.9K $923K
May 06, 2024 Q1 2024
Gill Capital Partners, LLC

Denver, CO
BUY
 -
446
+ 1.28%
$21.9K - $24.2K
35.3K $2.05M

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