Purchases and Sales Made in Q3 2024 in J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This table provides information about the institutional ownership of J P Morgan ETF Tr Nasdaq Equit (JEPQ) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
75+ 0.51% |
$3.73K - $4.21K
|
14.6K
$851K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
72+ 1.93% |
$3.58K - $4.04K
|
3.81K
$221K
|
|
|
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
$960K
|
|
|
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
$267K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24+ 4.69% |
$1.19K - $1.35K
|
536
$31.1K
|
|
|
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
|
|
|
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
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10+ 4.42% |
$497 - $561
|
236
$13.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
9+ 1.03% |
$447 - $505
|
880
$51.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.44% |
$298 - $337
|
1.36K
$79.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
5+ 1.79% |
$249 - $281
|
285
$16.5K
|
|
|
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
$58.1
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-4- 0.02% |
$199 - $224
|
26.2K
$1.52M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-11- 0.2% |
$547 - $617
|
5.38K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13- 0.06% |
$646 - $729
|
21.7K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-14- 0.37% |
$696 - $786
|
3.8K
$221K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-16- 0.27% |
$795 - $898
|
5.99K
$348K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-17- 3.35% |
$845 - $954
|
491
$28.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-23- 0.26% |
$1.14K - $1.29K
|
8.87K
$515K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-30- 2.5% |
$1.49K - $1.68K
|
1.17K
$67.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-30- 5.66% |
$1.49K - $1.68K
|
500
$29K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-39- 0.75% |
$1.94K - $2.19K
|
5.15K
$299K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-48- 0.83% |
$2.39K - $2.69K
|
5.72K
$332K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-50- 0.36% |
$2.49K - $2.81K
|
13.7K
$793K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-53Closed |
$2.63K - $2.97K
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-54- 1.08% |
$2.68K - $3.03K
|
4.93K
$286K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-79- 18.29% |
$3.93K - $4.43K
|
353
$20.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-90- 2.11% |
$4.47K - $5.05K
|
4.17K
$242K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-101- 4.22% |
$5.02K - $5.67K
|
2.3K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-130- 1.76% |
$6.46K - $7.29K
|
7.28K
$423K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-151- 3.59% |
$7.5K - $8.47K
|
4.05K
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-181- 9.53% |
$9K - $10.2K
|
1.72K
$99.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-192- 0.81% |
$9.54K - $10.8K
|
23.4K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-216- 2.76% |
$10.7K - $12.1K
|
7.61K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-233- 1.04% |
$11.6K - $13.1K
|
22.2K
$1.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-240- 4.1% |
$11.9K - $13.5K
|
5.62K
$326K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-250- 1.95% |
$12.4K - $14K
|
12.6K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-312- 7.6% |
$15.5K - $17.5K
|
3.79K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-345- 5.53% |
$17.1K - $19.4K
|
5.9K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-363- 1.63% |
$18K - $20.4K
|
21.9K
$1.27M
|