Purchases and Sales Made in Q1 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 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
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
20.2K
New
$812K - $909K
20.2K $1.15M
May 04, 2023 Q1 2023
Total Clarity Wealth Management, Inc.

BUY
 -
18.9K
New
$760K - $852K
18.9K $1.08M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
18.4K
+ 292.65%
$739K - $828K
24.6K $1.4M
May 12, 2023 Q1 2023
Masso Torrence Wealth Management Inc.

BUY
 -
18.3K
New
$737K - $826K
18.3K $1.04M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
17.6K
+ 1509.45%
$707K - $792K
18.7K $1.07M
May 10, 2023 Q1 2023
Purus Wealth Management, LLC

BUY
 -
16.7K
New
$671K - $751K
16.7K $949K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
16K
New
$643K - $721K
16K $910K
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
15.6K
+ 30.99%
$630K - $705K
66.1K $3.77M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
15.6K
New
$628K - $704K
15.6K $889K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
15.5K
New
$625K - $700K
15.5K $885K
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
15.2K
New
$613K - $687K
15.2K $868K
May 08, 2023 Q1 2023
Atlantic Union Bankshares Corp

BUY
 -
15.2K
New
$611K - $684K
15.2K $865K
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
15.1K
New
$607K - $679K
15.1K $858K
May 04, 2023 Q1 2023
Eagle Bluffs Wealth Management LLC

Columbia, MO
BUY
 -
14.8K
+ 22.31%
$597K - $669K
81.4K $4.64M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
14.3K
+ 21.8%
$577K - $647K
80.1K $4.56M
Apr 17, 2023 Q1 2023
Derbend Asset Management

BUY
 -
14.3K
+ 7.12%
$577K - $647K
216K $12.3M
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
14.2K
New
$572K - $641K
14.2K $810K
Apr 24, 2023 Q1 2023
Rothschild Investment Corp

BUY
 -
13.7K
New
$552K - $618K
13.7K $781K
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
13.2K
New
$532K - $595K
13.2K $752K
Apr 21, 2023 Q1 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
13.2K
+ 8.2%
$531K - $595K
174K $9.93M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
12.7K
+ 218.11%
$511K - $572K
18.5K $1.05M
Apr 24, 2023 Q1 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
12.1K
+ 49.91%
$486K - $544K
36.2K $2.06M
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
11.9K
New
$480K - $538K
11.9K $680K
May 10, 2023 Q1 2023
Clarity Wealth Advisors, LLC

BUY
 -
11.8K
New
$474K - $531K
11.8K $671K
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
11.6K
+ 25877.78%
$469K - $525K
11.7K $666K
May 05, 2023 Q1 2023
Delta Investment Management, LLC

BUY
 -
11.6K
+ 64.34%
$468K - $524K
29.7K $1.69M
May 05, 2023 Q1 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
11.6K
+ 160.15%
$467K - $523K
18.8K $1.07M
Apr 26, 2023 Q1 2023
Socha Financial Group, LLC

Corning, NY
BUY
 -
11.6K
+ 3.66%
$466K - $522K
328K $18.7M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
11.6K
New
$465K - $521K
11.6K $658K
May 01, 2023 Q1 2023
Money Concepts Capital Corp

BUY
 -
11.5K
+ 67.66%
$463K - $519K
28.5K $1.62M
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

BUY
 -
11K
New
$441K - $494K
11K $625K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
10.9K
+ 41.73%
$438K - $491K
36.9K $2.1M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
10.6K
+ 85.07%
$428K - $479K
23.1K $1.32M
Apr 20, 2023 Q1 2023
Hennion & Walsh Asset Management, Inc.

BUY
 -
10.6K
+ 25.71%
$428K - $479K
52K $2.96M
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
10.6K
New
$427K - $478K
10.6K $604K
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
10.4K
New
$419K - $469K
10.4K $592K
May 15, 2023 Q1 2023
Interchange Capital Partners, LLC

BUY
 -
10.3K
+ 20.94%
$413K - $463K
59.3K $3.38M
May 04, 2023 Q1 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
9.99K
New
$402K - $450K
9.99K $569K
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
9.75K
New
$392K - $440K
9.75K $555K
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
9.67K
New
$389K - $436K
9.67K $551K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
9.23K
+ 15.12%
$371K - $416K
70.3K $4M
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
8.92K
+ 96.13%
$359K - $402K
18.2K $1.04M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
8.61K
+ 26.42%
$347K - $388K
41.2K $2.35M
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
8.6K
+ 130.33%
$346K - $388K
15.2K $865K
Apr 25, 2023 Q1 2023
Xcel Wealth Management, LLC

BUY
 -
7.99K
+ 33.59%
$322K - $360K
31.8K $1.81M
May 02, 2023 Q1 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
7.71K
New
$310K - $348K
7.71K $439K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
7.59K
+ 13.92%
$306K - $342K
62.1K $3.54M
May 04, 2023 Q1 2023
Wealth Effects LLC

BUY
 -
7.53K
New
$303K - $339K
7.53K $429K
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
7.44K
New
$299K - $335K
7.44K $424K

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