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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.94K+ 83.28% |
$146K - $165K
|
6.48K
$377K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
2.93K+ 1.03% |
$146K - $164K
|
288K
$16.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.86K+ 31.42% |
$142K - $160K
|
12K
$695K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.84K+ 5.46% |
$141K - $160K
|
54.9K
$3.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.83K+ 1.81% |
$141K - $159K
|
159K
$9.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.82K+ 14.42% |
$140K - $158K
|
22.4K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.82K+ 54.2% |
$140K - $158K
|
8.03K
$467K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.71K+ 6.81% |
$135K - $152K
|
42.5K
$2.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.67K+ 6.59% |
$132K - $150K
|
43.1K
$2.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.65K+ 19.21% |
$132K - $149K
|
16.4K
$955K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 6.71% |
$131K - $148K
|
41.9K
$2.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.63K+ 72.66% |
$131K - $148K
|
6.25K
$363K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 26.93% |
$122K - $138K
|
11.6K
$675K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 8.03% |
$121K - $137K
|
32.7K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.38K+ 31.65% |
$118K - $134K
|
9.91K
$576K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
2.31K+ 17.2% |
$115K - $130K
|
15.8K
$917K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.27K+ 47.6% |
$113K - $127K
|
7.03K
$409K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.24K+ 13.14% |
$112K - $126K
|
19.3K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.2K+ 30.33% |
$109K - $123K
|
9.44K
$549K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.19K+ 12.08% |
$109K - $123K
|
20.3K
$1.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.17K+ 2.48% |
$108K - $122K
|
89.5K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.17K+ 8.32% |
$108K - $121K
|
28.2K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.15K+ 2.86% |
$107K - $121K
|
77.3K
$4.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.14K+ 2.49% |
$106K - $120K
|
88.3K
$5.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.12K+ 5.73% |
$106K - $119K
|
39.2K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.05K+ 10.67% |
$102K - $115K
|
21.3K
$1.24M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2.04K+ 31.22% |
$101K - $114K
|
8.57K
$498K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.99K+ 12.59% |
$99.1K - $112K
|
17.8K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.89K+ 3.19% |
$94K - $106K
|
61.2K
$3.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.86K+ 8.0% |
$92.5K - $104K
|
25.1K
$1.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.76K+ 38.93% |
$87.6K - $98.9K
|
6.29K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.74K+ 31.67% |
$86.5K - $97.7K
|
7.24K
$421K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 5.45% |
$85.4K - $96.4K
|
33.3K
$1.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.7K+ 27.05% |
$84.5K - $95.4K
|
7.99K
$464K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.66K+ 24.13% |
$82.5K - $93.1K
|
8.54K
$497K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.65K+ 10.51% |
$82.1K - $92.7K
|
17.4K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.63K+ 338.05% |
$80.8K - $91.2K
|
2.11K
$123K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.62K+ 17.19% |
$80.7K - $91.1K
|
11.1K
$644K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.61K+ 18.0% |
$79.8K - $90.1K
|
10.5K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.6K+ 11.35% |
$79.6K - $89.9K
|
15.7K
$914K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.58K+ 3.92% |
$78.6K - $88.7K
|
41.9K
$2.44M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
1.58K+ 2.58% |
$78.5K - $88.6K
|
62.9K
$3.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.58K+ 14.78% |
$78.5K - $88.6K
|
12.3K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
1.57K+ 1.82% |
$78.1K - $88.1K
|
87.8K
$5.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.57K+ 19.53% |
$78K - $88K
|
9.6K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.56K+ 3.2% |
$77.6K - $87.6K
|
50.4K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.54K+ 2.47% |
$76.3K - $86.2K
|
63.7K
$3.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.52K+ 2.55% |
$75.6K - $85.3K
|
61.3K
$3.56M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.5K+ 19.79% |
$74.6K - $84.2K
|
9.09K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.5K+ 8.44% |
$74.4K - $83.9K
|
19.2K
$1.12M
|