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
May 14, 2024 Q1 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
345
+ 54.33%
$16.9K - $18.7K
980 $57K
May 15, 2024 Q1 2024
Barclays PLC

London, X0
BUY
 -
290
New
$14.2K - $15.7K
290 $16.9K
Apr 26, 2024 Q1 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
285
New
$14K - $15.5K
285 $16.6K
Apr 23, 2024 Q1 2024
Morton Brown Family Wealth, LLC

BUY
 -
278
New
$13.6K - $15.1K
278 $16.2K
Apr 16, 2024 Q1 2024
Atlantic Union Bankshares Corp

BUY
 -
237
+ 1.34%
$11.6K - $12.9K
17.9K $1.04M
May 06, 2024 Q1 2024
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
200
New
$9.8K - $10.9K
200 $11.6K
Apr 01, 2024 Q1 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
200
+ 36.36%
$9.8K - $10.9K
750 $43.6K
May 01, 2024 Q1 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
178
New
$8.73K - $9.66K
178 $10.4K
May 15, 2024 Q1 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
143
New
$7.01K - $7.76K
143 $8.32K
Apr 12, 2024 Q1 2024
First Premier Bank

BUY
 -
100
+ 227.27%
$4.9K - $5.43K
144 $8.37K
May 09, 2024 Q1 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
25
New
$1.23K - $1.36K
25 $1.45K
Q4 2023
Jan 22, 2024 Q4 2023
Wright Fund Management, LLC

Santa Monica, CA
BUY
 -
193K
+ 105.78%
$8.72M - $9.73M
376K $21.9M
Jan 17, 2024 Q4 2023
Reitz Capital Advisors LLC

BUY
 -
137K
+ 172.61%
$6.17M - $6.89M
216K $12.6M
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
63.2K
New
$2.85M - $3.18M
63.2K $3.68M
Feb 14, 2024 Q4 2023
Whitford Management LLC

New York, NY
BUY
 -
49.2K
New
$2.22M - $2.47M
49.2K $2.86M
Feb 09, 2024 Q4 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
15K
New
$678K - $756K
15K $874K
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

BUY
 -
11.3K
+ 12.99%
$510K - $569K
98.4K $5.72M
Feb 14, 2024 Q4 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
8.8K
New
$397K - $443K
8.8K $512K
Feb 08, 2024 Q4 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
7.43K
+ 96.17%
$335K - $374K
15.1K $881K
Jan 12, 2024 Q4 2023
Empirical Asset Management, LLC

BUY
 -
4.83K
New
$218K - $243K
4.83K $281K
Feb 08, 2024 Q4 2023
Close Asset Management LTD

BUY
 -
1.48K
New
$66.6K - $74.3K
1.48K $85.9K
Jan 10, 2024 Q4 2023
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
1.11K
New
$49.8K - $55.6K
1.11K $64.3K
Feb 12, 2024 Q4 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
800
New
$36.1K - $40.3K
800 $46.5K
Feb 06, 2024 Q4 2023
Gryphon Financial Partners LLC

BUY
 -
300
New
$13.5K - $15.1K
300 $17.4K
Jan 22, 2024 Q4 2023
Iron Horse Wealth Management, LLC

BUY
 -
240
+ 48.0%
$10.8K - $12.1K
740 $43K
Jan 08, 2024 Q4 2023
Tompkins Financial Corp

BUY
 -
200
New
$9.02K - $10.1K
200 $11.6K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
103
New
$4.65K - $5.18K
103 $5.99K
Jan 25, 2024 Q4 2023
Hanson & Doremus Investment Management

BUY
 -
88
New
$3.97K - $4.43K
88 $5.12K
Feb 14, 2024 Q4 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
53
+ 23.25%
$2.39K - $2.67K
281 $16.3K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
50
+ 20.0%
$2.26K - $2.52K
300 $17.4K
Jan 30, 2024 Q4 2023
Quattro Financial Advisors LLC

BUY
 -
50
New
$2.26K - $2.52K
50 $2.91K
Aug 06, 2024 Q4 2023
Hantz Financial Services, Inc.

BUY
 -
10
New
$451 - $503
10 $582
Q3 2023
Nov 14, 2023 Q3 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
22.2K
New
$1.03M - $1.1M
22.2K $1.29M
Oct 26, 2023 Q3 2023
Absolute Capital Management, LLC

BUY
 -
12.6K
New
$587K - $625K
12.6K $735K
Nov 08, 2023 Q3 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
6K
New
$279K - $297K
6K $349K
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
5.74K
New
$267K - $284K
5.74K $334K
Nov 01, 2023 Q3 2023
Kraft Asset Management, LLC

BUY
 -
5.71K
New
$265K - $282K
5.71K $332K
Oct 27, 2023 Q3 2023
Bridgecreek Investment Management, LLC

Tulsa, OK
BUY
 -
5.45K
New
$253K - $269K
5.45K $317K
Nov 13, 2023 Q3 2023
Jupiter Wealth Management LLC

Glendale, CO
BUY
 -
5K
New
$232K - $247K
5K $291K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
3.64K
+ 30.46%
$169K - $180K
15.6K $905K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
856
New
$39.8K - $42.3K
856 $49.8K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
570
New
$26.5K - $28.2K
570 $33.1K
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
484
+ 3.44%
$22.5K - $23.9K
14.6K $847K
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
400
New
$18.6K - $19.8K
400 $23.3K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
341
New
$15.8K - $16.9K
341 $19.8K
Nov 14, 2023 Q3 2023
Sei Investments CO

Oaks, PA
BUY
 -
338
+ 7.13%
$15.7K - $16.7K
5.08K $295K
Nov 14, 2023 Q3 2023
Financial Avengers, Inc.

Oakland, CA
BUY
 -
100
New
$4.65K - $4.94K
100 $5.82K
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
10
New
$465 - $494
10 $582
Q2 2023
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
93.7K
+ 141.65%
$4.13M - $4.53M
160K $9.29M

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