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 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.82K+ 7.46% |
$89K - $98.6K
|
26.2K
$1.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.81K+ 5.99% |
$88.7K - $98.3K
|
32K
$1.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.81K+ 225.63% |
$88.5K - $98K
|
2.61K
$151K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.78K+ 61.69% |
$87.5K - $96.9K
|
4.68K
$272K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.7KNew |
$83.4K - $92.3K
|
1.7K
$98.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.59K+ 10.03% |
$77.9K - $86.3K
|
17.4K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.54K+ 1.98% |
$75.7K - $83.8K
|
79.5K
$4.62M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.53K+ 38.3% |
$75.2K - $83.3K
|
5.54K
$322K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.52K+ 11.9% |
$74.3K - $82.2K
|
14.3K
$829K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.47K+ 7.48% |
$72.2K - $79.9K
|
21.2K
$1.23M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.4K+ 19.43% |
$68.5K - $75.9K
|
8.59K
$500K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.26K+ 7.06% |
$61.7K - $68.3K
|
19.1K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
1.24K+ 5.12% |
$61K - $67.5K
|
25.6K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.23K+ 18.51% |
$60.4K - $66.9K
|
7.89K
$459K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.18K+ 64.74% |
$57.6K - $63.8K
|
2.99K
$174K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
1.14K+ 2.54% |
$55.9K - $61.9K
|
46.1K
$2.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.11K+ 4.24% |
$54.4K - $60.2K
|
27.3K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.1K+ 2.0% |
$53.9K - $59.7K
|
56.2K
$3.27M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.1KNew |
$53.7K - $59.4K
|
1.1K
$63.7K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.09K+ 5.65% |
$53.6K - $59.3K
|
20.4K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.07K+ 7.88% |
$52.2K - $57.8K
|
14.6K
$847K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 4.59% |
$51.7K - $57.3K
|
24.1K
$1.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.05K+ 14.76% |
$51.5K - $57.1K
|
8.17K
$475K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05K+ 10.8% |
$51.4K - $56.9K
|
10.8K
$625K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
997+ 6.75% |
$48.9K - $54.1K
|
15.8K
$917K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
995+ 239.76% |
$48.8K - $54K
|
1.41K
$82K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
987+ 6.63% |
$48.4K - $53.6K
|
15.9K
$923K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
819+ 7.66% |
$40.1K - $44.5K
|
11.5K
$669K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
707+ 7.86% |
$34.7K - $38.4K
|
9.7K
$564K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
701+ 211.78% |
$34.4K - $38.1K
|
1.03K
$60K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
698+ 8.13% |
$34.2K - $37.9K
|
9.28K
$540K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
683+ 14.42% |
$33.5K - $37.1K
|
5.42K
$315K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
611+ 5.55% |
$30K - $33.2K
|
11.6K
$676K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
600+ 18.75% |
$29.4K - $32.6K
|
3.8K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
559+ 12.04% |
$27.4K - $30.3K
|
5.2K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
460New |
$22.5K - $25K
|
460
$26.7K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
450+ 3.65% |
$22.1K - $24.4K
|
12.8K
$743K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
446+ 1.28% |
$21.9K - $24.2K
|
35.3K
$2.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
437+ 2.02% |
$21.4K - $23.7K
|
22K
$1.28M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
432New |
$21.2K - $23.5K
|
432
$25.1K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
400New |
$19.6K - $21.7K
|
400
$23.3K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
400+ 26.67% |
$19.6K - $21.7K
|
1.9K
$110K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
350+ 1.07% |
$17.2K - $19K
|
33.1K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
345+ 54.33% |
$16.9K - $18.7K
|
980
$57K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
329+ 14.15% |
$16.1K - $17.9K
|
2.65K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
290New |
$14.2K - $15.7K
|
290
$16.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
285New |
$14K - $15.5K
|
285
$16.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
285+ 4.39% |
$14K - $15.5K
|
6.77K
$394K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
278New |
$13.6K - $15.1K
|
278
$16.2K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
275+ 2.0% |
$13.5K - $14.9K
|
14K
$815K
|