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 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
18.8KNew |
$920K - $1.02M
|
18.8K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
18.4K+ 120.0% |
$901K - $998K
|
33.7K
$1.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
18.4K+ 536.13% |
$900K - $997K
|
21.8K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.2K+ 363.19% |
$890K - $986K
|
23.2K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
17.5K+ 30.18% |
$858K - $950K
|
75.5K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.4K+ 134.67% |
$855K - $947K
|
30.4K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
17.3K+ 23.56% |
$848K - $940K
|
90.8K
$5.28M
|
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
17.1KNew |
$837K - $927K
|
17.1K
$993K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17KNew |
$834K - $923K
|
17K
$989K
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
17K+ 110.49% |
$832K - $921K
|
32.3K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.9K+ 322.59% |
$830K - $920K
|
22.2K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
16.9K+ 13.81% |
$828K - $917K
|
139K
$8.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
16.3K+ 248.24% |
$800K - $886K
|
22.9K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.9K+ 253.96% |
$778K - $862K
|
22.1K
$1.29M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.7K+ 42.93% |
$769K - $852K
|
52.2K
$3.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
15.6K+ 8.52% |
$764K - $846K
|
198K
$11.5M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.2K+ 29.4% |
$744K - $824K
|
66.8K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
15K+ 144.96% |
$735K - $814K
|
25.3K
$1.47M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.8K+ 80.85% |
$727K - $805K
|
33.2K
$1.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
14.8K+ 12.02% |
$725K - $803K
|
138K
$8.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.5K+ 33.02% |
$709K - $786K
|
58.3K
$3.39M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
14.3K+ 339.84% |
$702K - $777K
|
18.5K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.2KNew |
$698K - $773K
|
14.2K
$827K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
13.6K+ 24.5% |
$667K - $739K
|
69.2K
$4.02M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.3KNew |
$651K - $721K
|
13.3K
$772K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.3KNew |
$651K - $721K
|
13.3K
$772K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.2K+ 129.77% |
$648K - $717K
|
23.4K
$1.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
13.2KNew |
$648K - $717K
|
13.2K
$768K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
13.2K+ 12.44% |
$646K - $715K
|
119K
$6.92M
|
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
13.1KNew |
$643K - $712K
|
13.1K
$763K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13K+ 154.55% |
$639K - $708K
|
21.5K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13K+ 11.76% |
$637K - $705K
|
123K
$7.17M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
12.8K+ 141.17% |
$630K - $698K
|
21.9K
$1.28M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.8K+ 30.23% |
$628K - $696K
|
55.2K
$3.21M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
12.6K+ 81.41% |
$617K - $683K
|
28K
$1.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12.5K+ 181.5% |
$614K - $680K
|
19.4K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
11.8K+ 187.25% |
$581K - $643K
|
18.2K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
11.3KNew |
$556K - $616K
|
11.3K
$660K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11.3KNew |
$552K - $612K
|
11.3K
$655K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10.7KNew |
$523K - $579K
|
10.7K
$621K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
10.5K+ 4.71% |
$516K - $571K
|
234K
$13.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.5KNew |
$515K - $570K
|
10.5K
$611K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
10.4KNew |
$512K - $567K
|
10.4K
$607K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.3K+ 149.25% |
$503K - $557K
|
17.1K
$997K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
10.1KNew |
$495K - $548K
|
10.1K
$587K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10KNew |
$492K - $545K
|
10K
$584K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
9.97K+ 7.85% |
$489K - $541K
|
137K
$7.96M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
9.93K+ 55.72% |
$487K - $539K
|
27.7K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.88K+ 223.08% |
$484K - $536K
|
14.3K
$832K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.86K+ 67.99% |
$483K - $535K
|
24.4K
$1.42M
|