Purchases and Sales Made in Q1 2024 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 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 14, 2024 Q1 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
9.71K
+ 20.3%
$476K - $527K
57.6K $3.35M
May 07, 2024 Q1 2024
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
9.49K
+ 33.86%
$465K - $515K
37.5K $2.18M
Apr 17, 2024 Q1 2024
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
9.47K
New
$464K - $514K
9.47K $551K
May 15, 2024 Q1 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
9.29K
New
$455K - $504K
9.29K $540K
May 07, 2024 Q1 2024
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
8.96K
New
$439K - $487K
8.96K $521K
May 08, 2024 Q1 2024
Delta Investment Management, LLC

BUY
 -
8.91K
+ 2.3%
$437K - $484K
396K $23M
May 15, 2024 Q1 2024
Frg Family Wealth Advisors LLC

BUY
 -
8.9K
+ 36.76%
$436K - $483K
33.1K $1.92M
Jul 30, 2024 Q1 2024
Ifp Advisors, Inc

BUY
 -
8.88K
+ 24.35%
$435K - $482K
45.3K $2.64M
Apr 09, 2024 Q1 2024
Madden Securities Corp

BUY
 -
8.74K
+ 3.24%
$429K - $475K
279K $16.2M
Apr 26, 2024 Q1 2024
Members Advisory Group LLC

Williamsville, NY
BUY
 -
8.59K
New
$421K - $467K
8.59K $500K
Apr 16, 2024 Q1 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
8.43K
New
$413K - $458K
8.43K $490K
May 09, 2024 Q1 2024
Orion Portfolio Solutions, LLC

BUY
 -
8.11K
+ 3.76%
$397K - $440K
224K $13M
May 08, 2024 Q1 2024
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
8.04K
+ 29.38%
$394K - $436K
35.4K $2.06M
Jul 22, 2024 Q1 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
7.88K
+ 38.29%
$386K - $428K
28.5K $1.66M
May 02, 2024 Q1 2024
Good Life Advisors, LLC

BUY
 -
7.78K
+ 65.64%
$381K - $422K
19.6K $1.14M
Apr 22, 2024 Q1 2024
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
7.76K
New
$380K - $421K
7.76K $451K
Apr 22, 2024 Q1 2024
Parsons Capital Management Inc

BUY
 -
7.68K
New
$376K - $417K
7.68K $447K
May 03, 2024 Q1 2024
Davenport & CO LLC

BUY
 -
7.65K
+ 14.73%
$375K - $416K
59.6K $3.47M
May 15, 2024 Q1 2024
Vienna Asset Management LLC

Cupertino, CA
BUY
 -
7.57K
+ 10.78%
$371K - $411K
77.8K $4.53M
May 07, 2024 Q1 2024
First Heartland Consultants, Inc.

BUY
 -
7.56K
+ 46.73%
$371K - $410K
23.7K $1.38M
Apr 12, 2024 Q1 2024
Westend Capital Management, LLC

Sausalito, CA
BUY
 -
7.52K
New
$369K - $408K
7.52K $437K
May 15, 2024 Q1 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
7.49K
New
$367K - $407K
7.49K $436K
Apr 15, 2024 Q1 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
7.39K
+ 666.13%
$362K - $401K
8.5K $495K
Apr 18, 2024 Q1 2024
Steele Capital Management, Inc.

Dubuque, IA
BUY
 -
7.33K
New
$359K - $398K
7.33K $426K
May 14, 2024 Q1 2024
West Michigan Advisors, LLC

Holland, MI
BUY
 -
7.19K
+ 4.69%
$352K - $390K
160K $9.32M
May 06, 2024 Q1 2024
Cfo4 Life Group, LLC

BUY
 -
7.09K
New
$348K - $385K
7.09K $412K
May 09, 2024 Q1 2024
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
7.07K
New
$347K - $384K
7.07K $411K
Apr 17, 2024 Q1 2024
Steel Peak Wealth Management LLC

BUY
 -
7.05K
New
$346K - $383K
7.05K $410K
May 10, 2024 Q1 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
7.03K
+ 17.49%
$345K - $382K
47.3K $2.75M
May 08, 2024 Q1 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
6.91K
New
$339K - $375K
6.91K $402K
May 14, 2024 Q1 2024
Northern Trust Corp

Chicago, IL
BUY
 -
6.76K
New
$332K - $367K
6.76K $393K
Apr 22, 2024 Q1 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
6.74K
+ 81.77%
$330K - $366K
15K $871K
May 13, 2024 Q1 2024
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
6.68K
+ 20.16%
$327K - $362K
39.8K $2.31M
May 13, 2024 Q1 2024
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
6.57K
New
$322K - $357K
6.57K $382K
Apr 29, 2024 Q1 2024
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
6.57K
New
$322K - $357K
6.57K $382K
May 10, 2024 Q1 2024
Hilton Capital Management, LLC

BUY
 -
6.42K
+ 0.73%
$315K - $349K
888K $51.7M
May 14, 2024 Q1 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
6.31K
New
$309K - $342K
6.31K $367K
Apr 24, 2024 Q1 2024
Smith Anglin Financial, LLC

BUY
 -
6.15K
New
$301K - $334K
6.15K $358K
May 15, 2024 Q1 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
6.13K
+ 37.32%
$300K - $333K
22.6K $1.31M
May 10, 2024 Q1 2024
Herold Advisors, Inc.

BUY
 -
6.08K
+ 48.72%
$298K - $330K
18.6K $1.08M
May 15, 2024 Q1 2024
Mendel Capital Management LLC

BUY
 -
5.99K
New
$294K - $325K
5.99K $348K
Apr 30, 2024 Q1 2024
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
5.98K
+ 3.8%
$293K - $325K
163K $9.5M
May 03, 2024 Q1 2024
Valmark Advisers, Inc.

BUY
 -
5.95K
+ 134.16%
$292K - $323K
10.4K $604K
Apr 30, 2024 Q1 2024
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
5.94K
New
$291K - $322K
5.94K $345K
Apr 22, 2024 Q1 2024
Eagle Bluffs Wealth Management LLC

Columbia, MO
BUY
 -
5.93K
+ 6.32%
$291K - $322K
99.9K $5.81M
May 13, 2024 Q1 2024
D.A. Davidson & Co.

BUY
 -
5.92K
+ 62.18%
$290K - $321K
15.4K $897K
Apr 17, 2024 Q1 2024
Hennion & Walsh Asset Management, Inc.

BUY
 -
5.87K
+ 8.4%
$288K - $318K
75.7K $4.4M
May 09, 2024 Q1 2024
Socha Financial Group, LLC

Corning, NY
BUY
 -
5.83K
+ 1.51%
$286K - $316K
392K $22.8M
May 13, 2024 Q1 2024
Jsf Financial, LLC

BUY
 -
5.77K
+ 65.07%
$283K - $313K
14.6K $851K

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