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
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
57.1K+ 43.75% |
$2.8M - $3.1M
|
187K
$10.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
54K+ 25.47% |
$2.65M - $2.93M
|
266K
$15.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.4K+ 27.12% |
$2.62M - $2.9M
|
250K
$14.6M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
53.3K+ 44.43% |
$2.61M - $2.89M
|
173K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
53.1K+ 18.64% |
$2.6M - $2.88M
|
338K
$19.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
50.1KNew |
$2.46M - $2.72M
|
50.1K
$2.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
47K+ 312.53% |
$2.3M - $2.55M
|
62.1K
$3.61M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46.5K+ 7.51% |
$2.28M - $2.53M
|
666K
$38.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.2K+ 9.21% |
$2.22M - $2.45M
|
536K
$31.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
43.5K+ 133.86% |
$2.13M - $2.36M
|
76K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
42.6KNew |
$2.09M - $2.31M
|
42.6K
$2.48M
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
41.9K+ 84.02% |
$2.05M - $2.27M
|
91.8K
$5.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
41.8KNew |
$2.05M - $2.27M
|
41.8K
$2.43M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
40.5K+ 47.12% |
$1.99M - $2.2M
|
127K
$7.36M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
38.5KNew |
$1.89M - $2.09M
|
38.5K
$2.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
37.9K+ 21.14% |
$1.86M - $2.05M
|
217K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
37.2K+ 138.2% |
$1.82M - $2.02M
|
64.1K
$3.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
36.6K+ 738.84% |
$1.79M - $1.98M
|
41.5K
$2.41M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36.1K+ 427.63% |
$1.77M - $1.96M
|
44.6K
$2.59M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
35.2K+ 70.98% |
$1.72M - $1.91M
|
84.7K
$4.93M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
32.9K+ 79.74% |
$1.61M - $1.79M
|
74.1K
$4.31M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
32.5KNew |
$1.59M - $1.76M
|
32.5K
$1.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
32.5K+ 18.65% |
$1.59M - $1.76M
|
207K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29.8K+ 17.83% |
$1.46M - $1.62M
|
197K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
29.5K+ 9.79% |
$1.44M - $1.6M
|
331K
$19.2M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
29.2K+ 49.61% |
$1.43M - $1.59M
|
88K
$5.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
28.1KNew |
$1.38M - $1.53M
|
28.1K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
28K+ 24.63% |
$1.37M - $1.52M
|
142K
$8.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.5K+ 62.46% |
$1.35M - $1.5M
|
71.7K
$4.17M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
25.8KNew |
$1.27M - $1.4M
|
25.8K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
25.7KNew |
$1.26M - $1.39M
|
25.7K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
24.9KNew |
$1.22M - $1.35M
|
24.9K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
24.8K+ 57.35% |
$1.21M - $1.35M
|
68K
$3.95M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
24.7KNew |
$1.21M - $1.34M
|
24.7K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24.4K+ 11.6% |
$1.2M - $1.32M
|
235K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
23.8K+ 6.99% |
$1.17M - $1.29M
|
364K
$21.1M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
23.6K+ 172.88% |
$1.16M - $1.28M
|
37.3K
$2.17M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.4K+ 119.93% |
$1.15M - $1.27M
|
43K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23KNew |
$1.13M - $1.25M
|
23K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.9KNew |
$1.12M - $1.24M
|
22.9K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
22.4K+ 53.45% |
$1.1M - $1.22M
|
64.3K
$3.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
22.4K+ 25.06% |
$1.1M - $1.21M
|
112K
$6.49M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
20.6K+ 188.01% |
$1.01M - $1.12M
|
31.6K
$1.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20KNew |
$981K - $1.09M
|
20K
$1.16M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
19.7K+ 30.77% |
$963K - $1.07M
|
83.5K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.3K+ 113.89% |
$947K - $1.05M
|
36.3K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.3K+ 3051.51% |
$944K - $1.05M
|
19.9K
$1.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
19.2K+ 39.21% |
$942K - $1.04M
|
68.3K
$3.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
19.1K+ 25.39% |
$935K - $1.04M
|
94.2K
$5.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
19KNew |
$931K - $1.03M
|
19K
$1.1M
|