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
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
72+ 0.18% |
$3.58K - $4.04K
|
40.1K
$2.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
70+ 0.35% |
$3.48K - $3.93K
|
20.1K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
49+ 1.29% |
$2.44K - $2.75K
|
3.84K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
37+ 0.22% |
$1.84K - $2.08K
|
16.5K
$962K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
31+ 1.62% |
$1.54K - $1.74K
|
1.94K
$113K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
29+ 0.63% |
$1.44K - $1.63K
|
4.6K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24+ 4.69% |
$1.19K - $1.35K
|
536
$31.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 36.17% |
$845 - $954
|
64
$3.72K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
14+ 0.31% |
$696 - $786
|
4.59K
$267K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
14+ 0.34% |
$696 - $786
|
4.11K
$239K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 5.15% |
$596 - $673
|
245
$14.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11+ 2.71% |
$547 - $617
|
417
$24.2K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10+ 4.42% |
$497 - $561
|
236
$13.7K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10+ 0.21% |
$497 - $561
|
4.7K
$273K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
9+ 1.03% |
$447 - $505
|
880
$51.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.44% |
$298 - $337
|
1.36K
$79.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
5+ 1.79% |
$249 - $281
|
285
$16.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.42% |
$149 - $168
|
719
$41.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 2.13% |
$49.7 - $56.1
|
48
$2.79K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
1New |
$49.7 - $56.1
|
1
$58.2
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
86.2K+ 77.22% |
$4.38M - $4.79M
|
198K
$11.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
86KNew |
$4.37M - $4.78M
|
86K
$5M
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
39.3KNew |
$2M - $2.19M
|
39.3K
$2.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
33.4KNew |
$1.7M - $1.86M
|
33.4K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
30.5K+ 25.13% |
$1.55M - $1.7M
|
152K
$8.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
27.4KNew |
$1.39M - $1.52M
|
27.4K
$1.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23KNew |
$1.17M - $1.28M
|
23K
$1.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
11.8KNew |
$601K - $657K
|
11.8K
$688K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
8.92KNew |
$453K - $496K
|
8.92K
$519K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.88KNew |
$401K - $438K
|
7.88K
$458K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.38KNew |
$375K - $410K
|
7.38K
$429K
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
6.46KNew |
$328K - $359K
|
6.46K
$376K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.8KNew |
$295K - $322K
|
5.8K
$337K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.5KNew |
$280K - $306K
|
5.5K
$320K
|
|
|
Jul 30, 2024
Q2 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
5.25KNew |
$267K - $292K
|
5.25K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.9KNew |
$249K - $272K
|
4.9K
$285K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
4.37KNew |
$222K - $243K
|
4.37K
$254K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.12KNew |
$210K - $229K
|
4.12K
$240K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4KNew |
$203K - $222K
|
4K
$233K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.91KNew |
$199K - $217K
|
3.91K
$227K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
3.76KNew |
$191K - $209K
|
3.76K
$219K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.64KNew |
$185K - $202K
|
3.64K
$212K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
3.62KNew |
$184K - $201K
|
3.62K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3.5KNew |
$178K - $194K
|
3.5K
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.3K+ 30.66% |
$168K - $183K
|
14.1K
$817K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.03KNew |
$154K - $168K
|
3.03K
$176K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
2.1KNew |
$107K - $117K
|
2.1K
$122K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2K+ 277.78% |
$102K - $111K
|
2.72K
$158K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.73K+ 28.89% |
$88K - $96.1K
|
7.72K
$449K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.62K+ 34.74% |
$82.4K - $90.1K
|
6.29K
$366K
|
|