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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.3KNew |
$651K - $721K
|
13.3K
$729K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.43KNew |
$413K - $458K
|
8.43K
$463K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.15KNew |
$301K - $334K
|
6.15K
$337K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
5.03K+ 76.51% |
$246K - $273K
|
11.6K
$636K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5KNew |
$245K - $271K
|
5K
$274K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.59K+ 16.32% |
$225K - $249K
|
32.7K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.1KNew |
$201K - $223K
|
4.1K
$225K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.09KNew |
$200K - $222K
|
4.09K
$224K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.9KNew |
$191K - $212K
|
3.9K
$214K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.97K+ 910.65% |
$96.4K - $107K
|
2.18K
$120K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.54K+ 1.98% |
$75.7K - $83.8K
|
79.5K
$4.36M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.1KNew |
$53.7K - $59.4K
|
1.1K
$60.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
995+ 239.76% |
$48.8K - $54K
|
1.41K
$77.4K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
987+ 6.63% |
$48.4K - $53.6K
|
15.9K
$871K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
446+ 1.28% |
$21.9K - $24.2K
|
35.3K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
290New |
$14.2K - $15.7K
|
290
$15.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
285New |
$14K - $15.5K
|
285
$15.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
278New |
$13.6K - $15.1K
|
278
$15.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
237+ 1.34% |
$11.6K - $12.9K
|
17.9K
$983K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
200New |
$9.8K - $10.9K
|
200
$11K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
143New |
$7.01K - $7.76K
|
143
$7.85K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
100+ 227.27% |
$4.9K - $5.43K
|
144
$7.9K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
73New |
$3.58K - $3.96K
|
73
$4.01K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25New |
$1.23K - $1.36K
|
25
$1.37K
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
193K+ 105.78% |
$8.72M - $9.73M
|
376K
$20.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
137K+ 172.61% |
$6.17M - $6.89M
|
216K
$11.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
63.2KNew |
$2.85M - $3.18M
|
63.2K
$3.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
49.2KNew |
$2.22M - $2.47M
|
49.2K
$2.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15KNew |
$678K - $756K
|
15K
$825K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.3K+ 12.99% |
$510K - $569K
|
98.4K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.8KNew |
$397K - $443K
|
8.8K
$483K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
7.43K+ 96.17% |
$335K - $374K
|
15.1K
$831K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.83KNew |
$218K - $243K
|
4.83K
$265K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
1.48KNew |
$66.6K - $74.3K
|
1.48K
$81K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.11KNew |
$49.8K - $55.6K
|
1.11K
$60.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
800New |
$36.1K - $40.3K
|
800
$43.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
300New |
$13.5K - $15.1K
|
300
$16.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
103New |
$4.65K - $5.18K
|
103
$5.65K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
88New |
$3.97K - $4.43K
|
88
$4.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
53+ 23.25% |
$2.39K - $2.67K
|
281
$15.4K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50+ 20.0% |
$2.26K - $2.52K
|
300
$16.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
50New |
$2.26K - $2.52K
|
50
$2.74K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10New |
$451 - $503
|
10
$549
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6KNew |
$279K - $297K
|
6K
$329K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
5.74KNew |
$267K - $284K
|
5.74K
$315K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
5.71KNew |
$265K - $282K
|
5.71K
$313K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
5.45KNew |
$253K - $269K
|
5.45K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5KNew |
$232K - $247K
|
5K
$274K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.64K+ 30.46% |
$169K - $180K
|
15.6K
$854K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
856New |
$39.8K - $42.3K
|
856
$47K
|
|