Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.7M+ 56.45% |
$181M - $201M
|
10.3M
$597M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.7M+ 56.45% |
$181M - $201M
|
10.3M
$597M
|
|
|
Apr 30, 2024
Q1 2024
|
Marks Wealth, LLC
|
BUY
|
- |
2.16MNew |
$106M - $118M
|
2.16M
$126M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.14M+ 91.43% |
$105M - $116M
|
4.47M
$260M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.57M+ 18.61% |
$77M - $85.3M
|
10M
$582M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.33M+ 48.12% |
$65.3M - $72.4M
|
4.1M
$239M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.14M+ 22.49% |
$55.8M - $61.8M
|
6.2M
$361M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.11MNew |
$54.5M - $60.4M
|
1.11M
$64.7M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
784K+ 7462.7% |
$38.4M - $42.5M
|
794K
$46.2M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
741K+ 30.88% |
$36.3M - $40.2M
|
3.14M
$183M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
646K+ 159.15% |
$31.7M - $35.1M
|
1.05M
$61.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
493K+ 26.02% |
$24.2M - $26.8M
|
2.39M
$139M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
339K+ 43.61% |
$16.6M - $18.4M
|
1.12M
$64.9M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
288K+ 16.98% |
$14.1M - $15.6M
|
1.98M
$115M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
271KNew |
$13.3M - $14.7M
|
271K
$15.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
244K+ 151.03% |
$12M - $13.3M
|
406K
$23.6M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
244K+ 100.48% |
$12M - $13.2M
|
486K
$28.3M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
242K+ 1300.58% |
$11.9M - $13.2M
|
261K
$15.2M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
201K+ 265.18% |
$9.87M - $10.9M
|
277K
$16.1M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
161K+ 8.15% |
$7.9M - $8.75M
|
2.14M
$124M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
161K+ 8.15% |
$7.89M - $8.74M
|
2.14M
$124M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
155K+ 6.1% |
$7.6M - $8.42M
|
2.7M
$157M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
147K+ 25.66% |
$7.23M - $8.01M
|
722K
$42M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
142K+ 119.93% |
$6.94M - $7.69M
|
260K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
121K+ 127.16% |
$5.91M - $6.54M
|
215K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
112K+ 42.4% |
$5.5M - $6.09M
|
377K
$21.9M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
111KNew |
$5.45M - $6.03M
|
111K
$6.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
108K+ 67.11% |
$5.3M - $5.87M
|
269K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
105K+ 58.5% |
$5.14M - $5.69M
|
284K
$16.5M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
96.7KNew |
$4.74M - $5.25M
|
96.7K
$5.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
90K+ 11.71% |
$4.41M - $4.89M
|
858K
$49.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
83.8K+ 14.64% |
$4.11M - $4.55M
|
656K
$38.1M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
82.5K+ 29.35% |
$4.04M - $4.48M
|
364K
$21.1M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
81.2K+ 10.56% |
$3.98M - $4.41M
|
850K
$49.4M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.2K+ 22.15% |
$3.83M - $4.24M
|
431K
$25.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
76K+ 35.37% |
$3.72M - $4.12M
|
291K
$16.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.8K+ 580.89% |
$3.72M - $4.11M
|
88.8K
$5.17M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
75.7K+ 395.21% |
$3.71M - $4.11M
|
94.9K
$5.52M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
74.6K+ 15.19% |
$3.66M - $4.05M
|
566K
$32.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
71K+ 67.65% |
$3.48M - $3.85M
|
176K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
67K+ 25.94% |
$3.28M - $3.64M
|
325K
$18.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65K+ 4.52% |
$3.19M - $3.53M
|
1.5M
$87.4M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
64.7K+ 31.13% |
$3.17M - $3.51M
|
272K
$15.8M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
63.9K+ 60.68% |
$3.13M - $3.47M
|
169K
$9.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
62.9KNew |
$3.08M - $3.42M
|
62.9K
$3.66M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
62.1K+ 112.49% |
$3.05M - $3.37M
|
117K
$6.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
61.9KNew |
$3.04M - $3.36M
|
61.9K
$3.6M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
61.4K+ 17.13% |
$3.01M - $3.33M
|
420K
$24.4M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
59.8K+ 131.81% |
$2.93M - $3.25M
|
105K
$6.11M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
59.1K+ 391.97% |
$2.9M - $3.21M
|
74.2K
$4.31M
|