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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-1.8K- 9.42% |
$88.2K - $97.7K
|
17.3K
$1.01M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.34K- 13.11% |
$65.7K - $72.7K
|
8.89K
$517K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.2K- 21.82% |
$58.8K - $65.1K
|
4.3K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-877- 52.74% |
$43K - $47.6K
|
786
$45.7K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-205- 17.01% |
$10K - $11.1K
|
1K
$58.2K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-170- 29.82% |
$8.33K - $9.23K
|
400
$23.3K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-30Closed |
$1.47K - $1.63K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-25.1K- 59.61% |
$1.13M - $1.26M
|
17K
$988K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.7K- 10.77% |
$543K - $578K
|
96.8K
$5.63M
|
|
| Q2 2023 | |||||||
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-15KClosed |
$661K - $725K
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-1.23K- 13.5% |
$54.2K - $59.4K
|
7.87K
$458K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-367- 8.08% |
$16.2K - $17.8K
|
4.17K
$243K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-100Closed |
$4.41K - $4.84K
|
0
$0
|
|