Purchases and Sales Made in Q2 2023 in J P Morgan ETF Tr Nasdaq Equit (JEPQ)

JEPQ Quotes by TradingView

This table provides information about the institutional ownership of J P Morgan ETF Tr Nasdaq Equit (JEPQ) during Q2 2023. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR NASDAQ EQUIT.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 09, 2023 Q2 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
10.4K
New
$460K - $504K
10.4K $599K
Jul 18, 2023 Q2 2023
Wealth Effects LLC

BUY
 -
10.4K
+ 137.74%
$457K - $501K
17.9K $1.03M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
10.2K
+ 483.35%
$450K - $493K
12.3K $707K
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
10.1K
New
$444K - $487K
10.1K $578K
Jul 11, 2023 Q2 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
10.1K
New
$444K - $486K
10.1K $578K
Jul 28, 2023 Q2 2023
Clarity Wealth Advisors, LLC

BUY
 -
10K
+ 84.96%
$441K - $484K
21.8K $1.25M
Jul 05, 2023 Q2 2023
Hbw Advisory Services LLC

BUY
 -
9.98K
New
$440K - $483K
9.98K $573K
Aug 10, 2023 Q2 2023
Kraematon Investment Advisors, Inc

BUY
 -
9.95K
New
$439K - $481K
9.95K $572K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
9.91K
+ 115.81%
$437K - $479K
18.5K $1.06M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
9.75K
New
$430K - $472K
9.75K $560K
Jul 24, 2023 Q2 2023
Marion Wealth Management

BUY
 -
9.6K
New
$423K - $464K
9.6K $551K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
9.24K
+ 49.34%
$408K - $447K
28K $1.61M
Aug 10, 2023 Q2 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
8.67K
New
$383K - $419K
8.67K $498K
Jul 27, 2023 Q2 2023
Empire Financial Management Company, LLC

New York, NY
BUY
 -
8.16K
New
$360K - $395K
8.16K $469K
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
8.11K
+ 15.73%
$358K - $392K
59.7K $3.43M
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
8.09K
New
$357K - $391K
8.09K $465K
Jul 20, 2023 Q2 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
7.93K
New
$350K - $384K
7.93K $456K
Aug 08, 2023 Q2 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
7.9K
New
$349K - $382K
7.9K $454K
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
7.82K
New
$345K - $378K
7.82K $449K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
7.71K
+ 44.67%
$340K - $373K
25K $1.44M
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
7.54K
+ 71.11%
$333K - $365K
18.1K $1.04M
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
7.53K
+ 29.08%
$332K - $364K
33.4K $1.92M
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
7.22K
+ 117.64%
$319K - $349K
13.4K $768K
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
7.17K
+ 39.89%
$317K - $347K
25.2K $1.45M
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
7.1K
New
$313K - $343K
7.1K $408K
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
6.75K
New
$298K - $326K
6.75K $388K
Aug 09, 2023 Q2 2023
Hennion & Walsh Asset Management, Inc.

BUY
 -
6.47K
+ 12.44%
$285K - $313K
58.4K $3.36M
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
6.36K
+ 85.51%
$281K - $308K
13.8K $793K
Aug 11, 2023 Q2 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
6.3K
+ 17.05%
$278K - $305K
43.2K $2.49M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
6.29K
New
$278K - $304K
6.29K $362K
Jul 20, 2023 Q2 2023
Round Rock Advisors, LLC

BUY
 -
6.28K
New
$277K - $304K
6.28K $361K
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
6.27K
+ 498.17%
$277K - $303K
7.53K $432K
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
6.22K
New
$274K - $301K
6.22K $357K
Aug 11, 2023 Q2 2023
Baker Avenue Asset Management, LP

BUY
 -
6.1K
New
$269K - $295K
6.1K $350K
Jul 13, 2023 Q2 2023
Frg Family Wealth Advisors LLC

BUY
 -
6.06K
New
$267K - $293K
6.06K $348K
Jul 24, 2023 Q2 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
6K
New
$265K - $290K
6K $345K
Jan 02, 2024 Q2 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
5.97K
New
$263K - $289K
5.97K $343K
Jul 17, 2023 Q2 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
5.84K
+ 13.03%
$258K - $282K
50.6K $2.91M
Jul 07, 2023 Q2 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
5.78K
+ 11.44%
$255K - $279K
56.3K $3.23M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
5.72K
+ 16.33%
$252K - $277K
40.7K $2.34M
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
5.68K
+ 2.73%
$251K - $275K
214K $12.3M
Aug 14, 2023 Q2 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
5.56K
New
$245K - $269K
5.56K $319K
Jul 13, 2023 Q2 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
5.2K
New
$229K - $251K
5.2K $299K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
5.16K
New
$228K - $249K
5.16K $296K
Aug 11, 2023 Q2 2023
Compass Ion Advisors, LLC

BUY
 -
5.14K
New
$227K - $249K
5.14K $295K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
5.14K
+ 84.13%
$227K - $248K
11.2K $646K
Aug 03, 2023 Q2 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
5.04K
New
$223K - $244K
5.04K $290K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
4.98K
+ 101.84%
$220K - $241K
9.88K $568K
Jul 20, 2023 Q2 2023
Mason & Associates Inc

BUY
 -
4.89K
New
$216K - $237K
4.89K $281K

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