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 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
14.4K+ 29.71% |
$716K - $809K
|
62.9K
$3.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
14.3K+ 49.6% |
$709K - $801K
|
43K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
14.2K+ 130.9% |
$707K - $798K
|
25.1K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
14.2KNew |
$704K - $794K
|
14.2K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
14K+ 11.83% |
$695K - $785K
|
132K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
13.8K+ 16.53% |
$687K - $775K
|
97.4K
$5.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
13.8K+ 4.72% |
$685K - $773K
|
305K
$17.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
13.7KNew |
$683K - $771K
|
13.7K
$799K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$683K - $771K
|
13.7K
$799K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
13.6K+ 99.09% |
$675K - $762K
|
27.3K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.3K+ 17.9% |
$659K - $744K
|
87.3K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
13.1K+ 4.03% |
$653K - $737K
|
339K
$19.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
13.1KNew |
$652K - $736K
|
13.1K
$763K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
13K+ 76.47% |
$646K - $729K
|
30K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12.8K+ 3.92% |
$638K - $720K
|
340K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.4K+ 123.7% |
$615K - $695K
|
22.4K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
12.3K+ 31.01% |
$610K - $689K
|
51.9K
$3.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12.1K+ 14.85% |
$604K - $682K
|
94K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$602K - $679K
|
12.1K
$704K
|
|
|
Oct 29, 2024
Q3 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
12.1K+ 14.13% |
$602K - $679K
|
97.7K
$5.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.8K+ 7.99% |
$586K - $661K
|
159K
$9.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.5K+ 10.92% |
$572K - $646K
|
117K
$6.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
11.4K+ 7.75% |
$565K - $638K
|
158K
$9.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.2K+ 10.88% |
$557K - $629K
|
114K
$6.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
11K+ 804.63% |
$545K - $615K
|
12.3K
$716K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.8K+ 141.27% |
$538K - $608K
|
18.5K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
10.8K+ 184.84% |
$535K - $604K
|
16.6K
$965K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.4K+ 120.11% |
$515K - $582K
|
19K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.4K+ 35.86% |
$515K - $581K
|
39.2K
$2.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.3K+ 105.1% |
$514K - $581K
|
20.2K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.3K+ 71.74% |
$513K - $579K
|
24.7K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
10.2K+ 7.78% |
$508K - $573K
|
142K
$8.23M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.2K+ 64.24% |
$505K - $571K
|
26K
$1.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
10K+ 20.04% |
$499K - $563K
|
60.1K
$3.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
10K+ 13.67% |
$497K - $561K
|
83.1K
$4.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9.98K+ 9.43% |
$496K - $560K
|
116K
$6.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.92K+ 75.47% |
$493K - $556K
|
23.1K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.76K+ 18.63% |
$485K - $548K
|
62.1K
$3.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.7K+ 14.83% |
$482K - $544K
|
75.1K
$4.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.6K+ 48.73% |
$477K - $538K
|
29.3K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.47K+ 11.55% |
$471K - $531K
|
91.5K
$5.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.39KNew |
$466K - $527K
|
9.39K
$546K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.31K+ 7.6% |
$463K - $522K
|
132K
$7.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.18K+ 25.21% |
$456K - $515K
|
45.6K
$2.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.02K+ 22.37% |
$448K - $506K
|
49.4K
$2.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
9.01K+ 20.61% |
$448K - $506K
|
52.7K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.01K+ 6.21% |
$448K - $506K
|
154K
$8.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
8.73K+ 42.76% |
$434K - $490K
|
29.1K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
8.7KNew |
$432K - $488K
|
8.7K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
8.65K+ 38.42% |
$430K - $485K
|
31.2K
$1.81M
|