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 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.5K+ 25.26% |
$74.3K - $83.9K
|
7.41K
$431K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 422.13% |
$73K - $82.4K
|
1.82K
$106K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.42K+ 29.28% |
$70.7K - $79.8K
|
6.28K
$365K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.4K+ 21.48% |
$69.5K - $78.4K
|
7.91K
$460K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.36K+ 10.72% |
$67.8K - $76.5K
|
14.1K
$819K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.35K+ 6.51% |
$66.9K - $75.5K
|
22K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.32K+ 16.3% |
$65.6K - $74.1K
|
9.42K
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.32K+ 9.02% |
$65.5K - $73.9K
|
15.9K
$925K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.29K+ 5.52% |
$64.2K - $72.5K
|
24.7K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.2K+ 17.88% |
$59.8K - $67.6K
|
7.94K
$461K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.18KNew |
$58.7K - $66.3K
|
1.18K
$68.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.16K+ 252.39% |
$57.7K - $65.1K
|
1.62K
$94.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.15K+ 27.27% |
$57.2K - $64.5K
|
5.37K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.15K+ 8.84% |
$57K - $64.4K
|
14.1K
$821K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.14K+ 27.14% |
$56.6K - $63.9K
|
5.33K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.06K+ 3.06% |
$52.7K - $59.5K
|
35.7K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.01K+ 14.55% |
$50.2K - $56.7K
|
7.95K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1KNew |
$49.7K - $56.1K
|
1K
$58.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1K+ 27.55% |
$49.7K - $56.1K
|
4.63K
$269K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1K+ 100.0% |
$49.7K - $56.1K
|
2K
$116K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
981+ 4.56% |
$48.8K - $55K
|
22.5K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
980+ 1.15% |
$48.7K - $55K
|
86.4K
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
963+ 0.86% |
$47.9K - $54K
|
113K
$6.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
949+ 5.23% |
$47.2K - $53.2K
|
19.1K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
928+ 8.99% |
$46.1K - $52.1K
|
11.3K
$654K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
900+ 15.92% |
$44.7K - $50.5K
|
6.56K
$381K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
869New |
$43.2K - $48.8K
|
869
$50.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
865+ 4.44% |
$43K - $48.5K
|
20.4K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
862+ 9.26% |
$42.8K - $48.4K
|
10.2K
$591K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
806+ 2.29% |
$40.1K - $45.2K
|
36.1K
$2.1M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
805New |
$40K - $45.2K
|
805
$46.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
790+ 39.5% |
$39.3K - $44.3K
|
2.79K
$162K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
778+ 20.76% |
$38.7K - $43.7K
|
4.53K
$263K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
761+ 9.34% |
$37.8K - $42.7K
|
8.91K
$518K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
750+ 2.55% |
$37.3K - $42.1K
|
30.1K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
750New |
$37.3K - $42.1K
|
750
$43.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
738+ 16.41% |
$36.7K - $41.4K
|
5.24K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
734+ 1.64% |
$36.5K - $41.2K
|
45.5K
$2.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
725+ 5.5% |
$36K - $40.7K
|
13.9K
$809K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
691New |
$34.3K - $38.8K
|
691
$40.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
684+ 1.97% |
$34K - $38.4K
|
35.4K
$2.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
658+ 4.85% |
$32.7K - $36.9K
|
14.2K
$827K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
648+ 1.46% |
$32.2K - $36.4K
|
45K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
636+ 8.03% |
$31.6K - $35.7K
|
8.56K
$498K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
605New |
$30.1K - $33.9K
|
605
$35.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
588+ 1.97% |
$29.2K - $33K
|
30.5K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
584+ 3.86% |
$29K - $32.8K
|
15.7K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
575+ 250.0% |
$28.6K - $32.3K
|
805
$46.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
570New |
$28.3K - $32K
|
570
$33.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
566+ 115.51% |
$28.1K - $31.8K
|
1.06K
$61.4K
|