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
Nov 01, 2024 Q3 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.18K
New
$58.7K - $66.3K
1.18K $59.1K
Oct 25, 2024 Q3 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
1K
+ 27.55%
$49.7K - $56.1K
4.63K $232K
Nov 06, 2024 Q3 2024
Sheaff Brock Investment Advisors, LLC

BUY
 -
725
+ 5.5%
$36K - $40.7K
13.9K $696K
Nov 13, 2024 Q3 2024
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
575
+ 250.0%
$28.6K - $32.3K
805 $40.3K
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
570
New
$28.3K - $32K
570 $28.5K
Nov 12, 2024 Q3 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
566
+ 115.51%
$28.1K - $31.8K
1.06K $52.8K
Nov 14, 2024 Q3 2024
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
556
+ 1.79%
$27.6K - $31.2K
31.6K $1.58M
Nov 07, 2024 Q3 2024
Atlantic Private Wealth, LLC

BUY
 -
500
New
$24.9K - $28.1K
500 $25K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
400
New
$19.9K - $22.4K
400 $20K
Oct 08, 2024 Q3 2024
Partnership Wealth Management, LLC

Towson, MD
BUY
 -
400
New
$19.9K - $22.4K
400 $20K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
197
New
$9.79K - $11.1K
197 $9.85K
Nov 14, 2024 Q3 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
188
+ 7.57%
$9.34K - $10.5K
2.67K $134K
Nov 04, 2024 Q3 2024
Sanctuary Wealth Management, L.L.C.

BUY
 -
114
New
$5.67K - $6.4K
114 $5.7K
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
100
New
$4.97K - $5.61K
100 $5K
Oct 07, 2024 Q3 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
90
New
$4.47K - $5.05K
90 $4.5K
Nov 13, 2024 Q3 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
31
+ 1.62%
$1.54K - $1.74K
1.94K $97.2K
Oct 25, 2024 Q3 2024
Tyche Wealth Partners LLC

Plano, TX
BUY
 -
14
+ 0.34%
$696 - $786
4.11K $206K
Oct 11, 2024 Q3 2024
Fin Trust Capital Advisors, LLC

BUY
 -
11
+ 2.71%
$547 - $617
417 $20.9K
Nov 12, 2024 Q3 2024
Glassman Wealth Services

BUY
 -
5
+ 1.79%
$249 - $281
285 $14.3K
Nov 14, 2024 Q3 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
1
+ 2.13%
$49.7 - $56.1
48 $2.4K
Q2 2024
Jul 12, 2024 Q2 2024
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
86K
New
$4.37M - $4.78M
86K $4.3M
Jul 15, 2024 Q2 2024
Granite Bay Wealth Management, LLC

BUY
 -
39.3K
New
$2M - $2.19M
39.3K $1.97M
Aug 14, 2024 Q2 2024
Bank Of Nova Scotia

BUY
 -
27.4K
New
$1.39M - $1.52M
27.4K $1.37M
Jul 24, 2024 Q2 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
23K
New
$1.17M - $1.28M
23K $1.15M
Aug 02, 2024 Q2 2024
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
7.88K
New
$401K - $438K
7.88K $394K
Aug 02, 2024 Q2 2024
Hamel Associates, Inc.

BUY
 -
6.46K
New
$328K - $359K
6.46K $323K
Jul 31, 2024 Q2 2024
Ritholtz Wealth Management

BUY
 -
5.8K
New
$295K - $322K
5.8K $290K
Jul 29, 2024 Q2 2024
Crossmark Global Holdings, Inc.

BUY
 -
5.5K
New
$280K - $306K
5.5K $275K
Jul 30, 2024 Q2 2024
Academy Capital Management Inc

Waco, TX
BUY
 -
5.25K
New
$267K - $292K
5.25K $263K
Aug 12, 2024 Q2 2024
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
4.9K
New
$249K - $272K
4.9K $245K
Jul 12, 2024 Q2 2024
Capital Cs Group, LLC

BUY
 -
4.37K
New
$222K - $243K
4.37K $219K
Aug 12, 2024 Q2 2024
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
4K
New
$203K - $222K
4K $200K
Jul 15, 2024 Q2 2024
Sapient Capital LLC

Indianapolis, IN
BUY
 -
3.91K
New
$199K - $217K
3.91K $196K
Jul 10, 2024 Q2 2024
Rda Financial Network

BUY
 -
3.76K
New
$191K - $209K
3.76K $188K
Jul 31, 2024 Q2 2024
Cascade Financial Partners, LLC

San Diego, CA
BUY
 -
3.64K
New
$185K - $202K
3.64K $182K
Jul 22, 2024 Q2 2024
Coordinated Financial Services, Inc./Co

Denver, CO
BUY
 -
1.62K
+ 34.74%
$82.4K - $90.1K
6.29K $314K
Aug 14, 2024 Q2 2024
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
1.22K
New
$61.8K - $67.6K
1.22K $60.8K
Aug 01, 2024 Q2 2024
Private Wealth Strategies, L.L.C.

BUY
 -
1K
+ 18.18%
$50.8K - $55.6K
6.5K $325K
Jul 31, 2024 Q2 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
774
New
$39.4K - $43K
774 $38.7K
Jul 29, 2024 Q2 2024
Umb Bank, N.A.

BUY
 -
556
+ 59.4%
$28.3K - $30.9K
1.49K $74.6K
Jul 12, 2024 Q2 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
425
New
$21.6K - $23.6K
425 $21.3K
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
401
New
$20.4K - $22.3K
401 $20.1K
Aug 13, 2024 Q2 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
269
New
$13.7K - $14.9K
269 $13.5K
Aug 14, 2024 Q2 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
127
New
$6.46K - $7.06K
127 $6.35K
Jul 17, 2024 Q2 2024
Sws Partners

BUY
 -
118
New
$6K - $6.56K
118 $5.9K
Aug 14, 2024 Q2 2024
Wfa Of San Diego, LLC

BUY
 -
100
+ 100.0%
$5.08K - $5.56K
200 $10K
Jul 31, 2024 Q2 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
95
New
$4.83K - $5.28K
95 $4.75K
Jul 08, 2024 Q2 2024
City State Bank

Norwalk, IA
BUY
 -
95
New
$4.83K - $5.28K
95 $4.75K
Aug 15, 2024 Q2 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
80
+ 13.22%
$4.07K - $4.44K
685 $34.3K

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