Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-384- 1.41% |
$19.1K - $21.5K
|
26.9K
$1.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-381- 35.47% |
$18.9K - $21.4K
|
693
$40.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-375- 6.54% |
$18.6K - $21K
|
5.36K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-363- 1.63% |
$18K - $20.4K
|
21.9K
$1.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-345- 5.53% |
$17.1K - $19.4K
|
5.9K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-312- 7.6% |
$15.5K - $17.5K
|
3.79K
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-250- 1.95% |
$12.4K - $14K
|
12.6K
$730K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-240- 4.1% |
$11.9K - $13.5K
|
5.62K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-233- 1.04% |
$11.6K - $13.1K
|
22.2K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-216- 2.76% |
$10.7K - $12.1K
|
7.61K
$443K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-192- 0.81% |
$9.54K - $10.8K
|
23.4K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-181- 9.53% |
$9K - $10.2K
|
1.72K
$100K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-151- 3.59% |
$7.5K - $8.47K
|
4.05K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-130- 1.76% |
$6.46K - $7.29K
|
7.28K
$423K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-101- 4.22% |
$5.02K - $5.67K
|
2.3K
$133K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-90- 2.11% |
$4.47K - $5.05K
|
4.17K
$242K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-79- 18.29% |
$3.93K - $4.43K
|
353
$20.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-54- 1.08% |
$2.68K - $3.03K
|
4.93K
$287K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-53Closed |
$2.63K - $2.97K
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-50- 0.36% |
$2.49K - $2.81K
|
13.7K
$794K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-48- 0.83% |
$2.39K - $2.69K
|
5.72K
$333K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-39- 0.75% |
$1.94K - $2.19K
|
5.15K
$300K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-30- 2.5% |
$1.49K - $1.68K
|
1.17K
$68K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-30- 5.66% |
$1.49K - $1.68K
|
500
$29.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-23- 0.26% |
$1.14K - $1.29K
|
8.87K
$516K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-17- 3.35% |
$845 - $954
|
491
$28.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-16- 0.27% |
$795 - $898
|
5.99K
$348K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-14- 0.37% |
$696 - $786
|
3.8K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13- 0.06% |
$646 - $729
|
21.7K
$1.26M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-11- 0.2% |
$547 - $617
|
5.38K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-4- 0.02% |
$199 - $224
|
26.2K
$1.52M
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.06K- 32.7% |
$308K - $337K
|
12.5K
$726K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.96K- 13.14% |
$303K - $331K
|
39.4K
$2.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.01K- 19.33% |
$204K - $223K
|
16.7K
$974K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.81K- 37.47% |
$143K - $156K
|
4.69K
$272K
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.27K- 32.45% |
$115K - $126K
|
4.72K
$274K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.74K- 6.75% |
$88.7K - $96.9K
|
24.1K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.64K- 54.75% |
$83.2K - $91K
|
1.35K
$78.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-627- 14.81% |
$31.9K - $34.8K
|
3.61K
$210K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-627- 14.81% |
$31.9K - $34.8K
|
3.61K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-346- 1.6% |
$17.6K - $19.2K
|
21.3K
$1.24M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-269- 3.9% |
$13.7K - $14.9K
|
6.63K
$386K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-263- 1.2% |
$13.4K - $14.6K
|
21.6K
$1.26M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-241- 14.17% |
$12.3K - $13.4K
|
1.46K
$84.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-80- 1.31% |
$4.07K - $4.44K
|
6.05K
$352K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-79- 22.32% |
$4.02K - $4.39K
|
275
$16K
|
|
| Q1 2024 | |||||||
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-181KClosed |
$8.86M - $9.81M
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-74.5K- 29.83% |
$3.65M - $4.04M
|
175K
$10.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-24.6K- 66.31% |
$1.21M - $1.34M
|
12.5K
$727K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.36K- 67.02% |
$312K - $345K
|
3.13K
$182K
|
|