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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
66.6K+ 34.66% |
$3.31M - $3.73M
|
259K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.2K+ 9.36% |
$2.94M - $3.32M
|
692K
$38.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.5K+ 6.71% |
$2.91M - $3.28M
|
930K
$52M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
54.6K+ 181.84% |
$2.71M - $3.06M
|
84.6K
$4.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54.4K+ 20.01% |
$2.7M - $3.05M
|
326K
$18.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
53.8K+ 20.41% |
$2.68M - $3.02M
|
318K
$17.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
52.2K+ 21.11% |
$2.59M - $2.93M
|
300K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.6K+ 16.02% |
$2.57M - $2.9M
|
374K
$20.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
50.7KNew |
$2.52M - $2.84M
|
50.7K
$2.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
50KNew |
$2.49M - $2.81M
|
50K
$2.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
49K+ 173.62% |
$2.44M - $2.75M
|
77.3K
$4.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47K+ 12.11% |
$2.33M - $2.63M
|
435K
$24.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
42.6K+ 7.6% |
$2.12M - $2.39M
|
604K
$33.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
41.2K+ 112.04% |
$2.05M - $2.31M
|
78K
$4.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
40.9K+ 58.76% |
$2.03M - $2.3M
|
111K
$6.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
39.1K+ 44.55% |
$1.94M - $2.19M
|
127K
$7.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
37.5K+ 92.58% |
$1.86M - $2.1M
|
77.9K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
36.5K+ 14.67% |
$1.81M - $2.05M
|
285K
$16M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
36.1K+ 61.74% |
$1.79M - $2.02M
|
94.5K
$5.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
35.9K+ 817.19% |
$1.78M - $2.01M
|
40.3K
$2.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
35.1K+ 33.36% |
$1.75M - $1.97M
|
140K
$7.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
34.5KNew |
$1.72M - $1.94M
|
34.5K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
34.4K+ 85.45% |
$1.71M - $1.93M
|
74.7K
$4.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
32K+ 16.69% |
$1.59M - $1.8M
|
224K
$12.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.6K+ 40.4% |
$1.57M - $1.77M
|
110K
$6.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
31.5K+ 28.0% |
$1.57M - $1.77M
|
144K
$8.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
30.3K+ 47.62% |
$1.51M - $1.7M
|
94K
$5.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28.9K+ 48.45% |
$1.44M - $1.62M
|
88.5K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
28KNew |
$1.39M - $1.57M
|
28K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
28KNew |
$1.39M - $1.57M
|
28K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
27.7K+ 120.93% |
$1.38M - $1.56M
|
50.6K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.4K+ 27.37% |
$1.36M - $1.54M
|
127K
$7.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
27.1KNew |
$1.35M - $1.52M
|
27.1K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.4K+ 6.17% |
$1.31M - $1.48M
|
454K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
26.2K+ 20.59% |
$1.3M - $1.47M
|
154K
$8.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
26.1K+ 11.33% |
$1.3M - $1.47M
|
257K
$14.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26K+ 114.89% |
$1.29M - $1.46M
|
48.5K
$2.72M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
25.8KNew |
$1.28M - $1.44M
|
25.8K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.7K+ 54.88% |
$1.23M - $1.39M
|
69.7K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.6K+ 71.26% |
$1.22M - $1.38M
|
59.1K
$3.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
23.4K+ 138.98% |
$1.16M - $1.31M
|
40.3K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23.4K+ 22.19% |
$1.16M - $1.31M
|
129K
$7.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.8K+ 333.73% |
$1.08M - $1.22M
|
28.3K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
21.7KNew |
$1.08M - $1.22M
|
21.7K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.5K+ 8.88% |
$1.07M - $1.21M
|
264K
$14.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
18.6KNew |
$925K - $1.04M
|
18.6K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
18.6K+ 57.76% |
$922K - $1.04M
|
50.7K
$2.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18.3K+ 174.11% |
$908K - $1.02M
|
28.7K
$1.61M
|
|
|
Oct 30, 2024
Q3 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
18K+ 4.42% |
$894K - $1.01M
|
425K
$23.8M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.7K+ 8.27% |
$880K - $993K
|
232K
$13M
|