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 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.47K+ 11.55% |
$471K - $531K
|
91.5K
$5.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.39KNew |
$466K - $527K
|
9.39K
$525K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.31K+ 7.6% |
$463K - $522K
|
132K
$7.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.18K+ 25.21% |
$456K - $515K
|
45.6K
$2.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.02K+ 22.37% |
$448K - $506K
|
49.4K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
9.01K+ 20.61% |
$448K - $506K
|
52.7K
$2.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.01K+ 6.21% |
$448K - $506K
|
154K
$8.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
8.73K+ 42.76% |
$434K - $490K
|
29.1K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
8.7KNew |
$432K - $488K
|
8.7K
$487K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
8.65K+ 38.42% |
$430K - $485K
|
31.2K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.55K+ 104.84% |
$425K - $480K
|
16.7K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.54K+ 5.68% |
$424K - $479K
|
159K
$8.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
8.5KNew |
$422K - $477K
|
8.5K
$476K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.5KNew |
$422K - $477K
|
8.5K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.49K+ 2.24% |
$422K - $477K
|
388K
$21.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.44K+ 9.45% |
$419K - $473K
|
97.7K
$5.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
8.44K+ 10.83% |
$419K - $473K
|
86.3K
$4.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
8.42K+ 12.61% |
$419K - $473K
|
75.2K
$4.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
8.29KNew |
$412K - $465K
|
8.29K
$464K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.8K+ 3.3% |
$388K - $438K
|
244K
$13.7M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.79K+ 22.42% |
$387K - $437K
|
42.6K
$2.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7.75K+ 7.47% |
$385K - $435K
|
111K
$6.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
7.57K+ 7.17% |
$376K - $425K
|
113K
$6.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.5K+ 94.11% |
$373K - $421K
|
15.5K
$866K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.32K+ 24.01% |
$364K - $411K
|
37.8K
$2.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.31K+ 19.56% |
$363K - $410K
|
44.7K
$2.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.24KNew |
$360K - $406K
|
7.24K
$405K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
7.04K+ 30.69% |
$350K - $395K
|
30K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.97K+ 32.93% |
$347K - $391K
|
28.1K
$1.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.95K+ 45.75% |
$346K - $390K
|
22.1K
$1.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.89K+ 60.12% |
$342K - $387K
|
18.3K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
6.86K+ 4.6% |
$341K - $385K
|
156K
$8.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.7KNew |
$333K - $376K
|
6.7K
$375K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
6.65K+ 22.12% |
$330K - $373K
|
36.7K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.56KNew |
$326K - $368K
|
6.56K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.55K+ 16.03% |
$325K - $367K
|
47.4K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.41K+ 50.16% |
$319K - $360K
|
19.2K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.36K+ 2.64% |
$316K - $357K
|
248K
$13.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.33K+ 71.77% |
$314K - $355K
|
15.1K
$848K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.27K+ 10.52% |
$312K - $352K
|
65.9K
$3.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6.26KNew |
$311K - $351K
|
6.26K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.23K+ 19.88% |
$310K - $350K
|
37.6K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.99K+ 8.32% |
$298K - $336K
|
77.9K
$4.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.94K+ 12.94% |
$295K - $334K
|
51.9K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.91KNew |
$294K - $332K
|
5.91K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5.91K+ 58.33% |
$294K - $331K
|
16K
$898K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.83K+ 14.38% |
$290K - $327K
|
46.4K
$2.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.78K+ 49.86% |
$287K - $324K
|
17.4K
$972K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.73K+ 8.19% |
$285K - $321K
|
75.6K
$4.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.73KNew |
$285K - $321K
|
5.73K
$320K
|