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 |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4.07K+ 5.46% |
$200K - $221K
|
78.7K
$4.58M
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.07K+ 61.36% |
$200K - $221K
|
10.7K
$622K
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.04K+ 4.92% |
$198K - $220K
|
86.3K
$5.02M
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.01K+ 16.27% |
$196K - $218K
|
28.6K
$1.67M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4K+ 63.86% |
$196K - $217K
|
10.3K
$597K
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3.96K+ 2.69% |
$194K - $215K
|
151K
$8.78M
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
3.95KNew |
$194K - $214K
|
3.95K
$230K
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.9KNew |
$191K - $212K
|
3.9K
$227K
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.9KNew |
$191K - $212K
|
3.9K
$227K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.9K+ 656.06% |
$191K - $212K
|
4.49K
$261K
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
3.89K+ 6.19% |
$191K - $211K
|
66.7K
$3.88M
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.83K+ 10.95% |
$188K - $208K
|
38.8K
$2.26M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.82K+ 67.76% |
$187K - $207K
|
9.45K
$550K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
3.81K+ 43.41% |
$187K - $207K
|
12.6K
$732K
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.78K+ 28.34% |
$185K - $205K
|
17.1K
$994K
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
3.65K+ 48.6% |
$179K - $198K
|
11.1K
$648K
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.47K+ 17.57% |
$170K - $188K
|
23.2K
$1.35M
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.36K+ 12.33% |
$165K - $182K
|
30.6K
$1.78M
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.31K+ 69.22% |
$162K - $180K
|
8.09K
$471K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.17K+ 7.51% |
$155K - $172K
|
45.4K
$2.64M
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.13K+ 8.87% |
$154K - $170K
|
38.4K
$2.23M
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.09K+ 56.34% |
$151K - $168K
|
8.58K
$499K
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
3K+ 25.0% |
$147K - $163K
|
15K
$872K
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.82K+ 43.05% |
$138K - $153K
|
9.37K
$545K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.81K+ 8.22% |
$138K - $153K
|
37.1K
$2.15M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.81K+ 19.82% |
$138K - $153K
|
17K
$989K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
2.74K+ 12.85% |
$134K - $149K
|
24.1K
$1.4M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.73K+ 5.4% |
$134K - $148K
|
53.2K
$3.1M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.69K+ 12.67% |
$132K - $146K
|
23.9K
$1.39M
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.65K+ 9.59% |
$130K - $144K
|
30.3K
$1.76M
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
2.6K+ 3.36% |
$127K - $141K
|
79.9K
$4.65M
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.57K+ 25.79% |
$126K - $139K
|
12.5K
$727K
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.53K+ 16.21% |
$124K - $138K
|
18.2K
$1.06M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 18.46% |
$122K - $136K
|
16K
$932K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.47KNew |
$121K - $134K
|
2.47K
$144K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.46K+ 13.28% |
$120K - $133K
|
20.9K
$1.22M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.4K+ 36.98% |
$118K - $130K
|
8.9K
$518K
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 10.16% |
$118K - $130K
|
26K
$1.51M
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
2.36KNew |
$116K - $128K
|
2.36K
$137K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.27K+ 12.58% |
$111K - $123K
|
20.3K
$1.18M
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.21K+ 2.0% |
$108K - $120K
|
112K
$6.54M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.2K+ 5.25% |
$108K - $119K
|
44K
$2.56M
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.1KNew |
$103K - $114K
|
2.1K
$122K
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.99K+ 5.98% |
$97.4K - $108K
|
35.2K
$2.05M
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.97K+ 910.65% |
$96.4K - $107K
|
2.18K
$127K
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.92K+ 23.84% |
$94K - $104K
|
9.96K
$579K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.91K+ 34.08% |
$93.7K - $104K
|
7.52K
$437K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.9K+ 27.65% |
$93.1K - $103K
|
8.77K
$510K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.84KNew |
$90.3K - $100K
|
1.84K
$107K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.84K+ 9.26% |
$90.1K - $99.8K
|
21.7K
$1.26M
|