Purchases and Sales Made in Q1 2023 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.12M+ 139.63% |
$45.1M - $50.5M
|
1.92M
$112M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
562K+ 128.14% |
$22.6M - $25.4M
|
1M
$58.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
551KNew |
$22.2M - $24.8M
|
551K
$32M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
459K+ 5849.19% |
$18.5M - $20.7M
|
467K
$27.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
445K+ 75.67% |
$17.9M - $20M
|
1.03M
$60M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
348K+ 140.83% |
$14M - $15.7M
|
596K
$34.6M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
250KNew |
$10.1M - $11.3M
|
250K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
218K+ 122.81% |
$8.77M - $9.82M
|
395K
$23M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
215KNew |
$8.67M - $9.72M
|
215K
$12.5M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
208KNew |
$8.38M - $9.39M
|
208K
$12.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
168K+ 42.48% |
$6.76M - $7.57M
|
563K
$32.8M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
116K+ 473.87% |
$4.66M - $5.22M
|
140K
$8.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
115K+ 45.38% |
$4.61M - $5.17M
|
367K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
110K+ 83.99% |
$4.43M - $4.97M
|
241K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
98.4K+ 143.68% |
$3.96M - $4.44M
|
167K
$9.7M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
86KNew |
$3.46M - $3.88M
|
86K
$5M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
80.2KNew |
$3.23M - $3.62M
|
80.2K
$4.66M
|
|
|
May 04, 2023
Q1 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
75.7K+ 19.51% |
$3.05M - $3.41M
|
464K
$27M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
71.8KNew |
$2.89M - $3.24M
|
71.8K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
65.9K+ 114.35% |
$2.65M - $2.97M
|
123K
$7.18M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
62K+ 29.81% |
$2.49M - $2.79M
|
270K
$15.7M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
60.1KNew |
$2.42M - $2.71M
|
60.1K
$3.49M
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
58.9KNew |
$2.37M - $2.66M
|
58.9K
$3.43M
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
53.2KNew |
$2.14M - $2.4M
|
53.2K
$3.1M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
52.4KNew |
$2.11M - $2.36M
|
52.4K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
51.6KNew |
$2.08M - $2.33M
|
51.6K
$3M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
50.4K+ 183.12% |
$2.03M - $2.27M
|
77.8K
$4.53M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
49.6K+ 368.1% |
$2M - $2.24M
|
63.1K
$3.67M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
49.5KNew |
$1.99M - $2.23M
|
49.5K
$2.88M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
49.3KNew |
$1.98M - $2.22M
|
49.3K
$2.86M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47.8K+ 83.57% |
$1.92M - $2.16M
|
105K
$6.11M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
46.2K+ 52.32% |
$1.86M - $2.08M
|
134K
$7.82M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
45.6K+ 277.51% |
$1.84M - $2.06M
|
62K
$3.61M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
41.4K+ 308.64% |
$1.66M - $1.86M
|
54.8K
$3.18M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.6K+ 270.34% |
$1.59M - $1.78M
|
54.2K
$3.15M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
38.5K+ 17.5% |
$1.55M - $1.74M
|
258K
$15M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36K+ 101.47% |
$1.45M - $1.62M
|
71.5K
$4.16M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
35KNew |
$1.41M - $1.58M
|
35K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
33K+ 3.66% |
$1.33M - $1.49M
|
934K
$54.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Madden Securities Corp
|
BUY
|
- |
32.4K+ 13.6% |
$1.3M - $1.46M
|
271K
$15.7M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
30.1KNew |
$1.21M - $1.36M
|
30.1K
$1.75M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
29.7K+ 170.52% |
$1.2M - $1.34M
|
47.2K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
25.9KNew |
$1.04M - $1.17M
|
25.9K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
25.8K+ 391.18% |
$1.04M - $1.16M
|
32.4K
$1.88M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
25.7KNew |
$1.03M - $1.16M
|
25.7K
$1.49M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.2KNew |
$894K - $1M
|
22.2K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.6KNew |
$869K - $973K
|
21.6K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
21K+ 31.0% |
$846K - $948K
|
88.8K
$5.16M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21K+ 38.75% |
$844K - $945K
|
75.1K
$4.36M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
20.8K+ 13.52% |
$837K - $938K
|
175K
$10.2M
|