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 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.44K+ 6.41% |
$299K - $335K
|
124K
$6.99M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
7.11KNew |
$286K - $320K
|
7.11K
$402K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.9KNew |
$278K - $311K
|
6.9K
$390K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.89KNew |
$277K - $310K
|
6.89K
$389K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.87K+ 15.74% |
$276K - $310K
|
50.5K
$2.86M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
6.69KNew |
$269K - $302K
|
6.69K
$379K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
6.62K+ 17.77% |
$266K - $298K
|
43.8K
$2.48M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.56KNew |
$264K - $296K
|
6.56K
$371K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6.55K+ 4.98% |
$264K - $296K
|
138K
$7.82M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
6.54K+ 102.7% |
$263K - $295K
|
12.9K
$730K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.14KNew |
$247K - $277K
|
6.14K
$347K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.1KNew |
$246K - $275K
|
6.1K
$345K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.66K+ 22.1% |
$228K - $255K
|
31.3K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5.5KNew |
$221K - $248K
|
5.5K
$311K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.31KNew |
$214K - $239K
|
5.31K
$300K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.29K+ 41.71% |
$213K - $239K
|
18K
$1.02M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.29K+ 51.14% |
$213K - $238K
|
15.6K
$884K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.26KNew |
$212K - $237K
|
5.26K
$298K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.08KNew |
$204K - $229K
|
5.08K
$287K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5KNew |
$201K - $225K
|
5K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.93K+ 44.09% |
$199K - $222K
|
16.1K
$912K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.89KNew |
$197K - $221K
|
4.89K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.88KNew |
$196K - $220K
|
4.88K
$276K
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
4.56K+ 78.4% |
$183K - $205K
|
10.4K
$586K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4.54KNew |
$183K - $205K
|
4.54K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
4.05K+ 58.06% |
$163K - $183K
|
11K
$624K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.22K+ 22.88% |
$129K - $145K
|
17.3K
$977K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.13KNew |
$126K - $141K
|
3.13K
$177K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.67K+ 1127.85% |
$108K - $121K
|
2.91K
$165K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.35KNew |
$94.6K - $106K
|
2.35K
$133K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 17.25% |
$83.1K - $93.1K
|
14K
$794K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.01K+ 8.99% |
$80.8K - $90.5K
|
24.3K
$1.38M
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2K+ 17.97% |
$80.5K - $90.2K
|
13.1K
$743K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
2K+ 24.93% |
$80.5K - $90.2K
|
10K
$567K
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.91K+ 9.58% |
$76.7K - $85.9K
|
21.8K
$1.23M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.85K+ 5.78% |
$74.5K - $83.4K
|
33.8K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.73K+ 9.62% |
$69.7K - $78.1K
|
19.7K
$1.12M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.47K+ 82.31% |
$59.2K - $66.3K
|
3.26K
$184K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
1.46K+ 12.02% |
$58.6K - $65.7K
|
13.6K
$768K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.29KNew |
$51.9K - $58.1K
|
1.29K
$72.9K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.29K+ 33.21% |
$51.8K - $58K
|
5.16K
$292K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.26KNew |
$50.6K - $56.7K
|
1.26K
$71.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
1.24K+ 5.02% |
$50K - $56K
|
26K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.24K+ 23.43% |
$50K - $56K
|
6.54K
$370K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.19KNew |
$47.7K - $53.4K
|
1.19K
$67K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.15K+ 22.39% |
$46.2K - $51.8K
|
6.28K
$355K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1K+ 12.38% |
$40.3K - $45.2K
|
9.1K
$515K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
954+ 31.54% |
$38.4K - $43K
|
3.98K
$225K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
754+ 13.78% |
$30.3K - $34K
|
6.23K
$352K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
635+ 846.67% |
$25.6K - $28.6K
|
710
$40.2K
|