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 10, 2024 Q1 2024
Secured Retirement Advisors, LLC

St Louis Park, MN
BUY
 -
272
+ 0.67%
$13.3K - $14.8K
40.6K $2.36M
Apr 30, 2024 Q1 2024
Beam Wealth Advisors, Inc.

BUY
 -
257
+ 1.72%
$12.6K - $14K
15.2K $883K
Apr 18, 2024 Q1 2024
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
250
+ 1.99%
$12.3K - $13.6K
12.8K $744K
Apr 16, 2024 Q1 2024
Atlantic Union Bankshares Corp

BUY
 -
237
+ 1.34%
$11.6K - $12.9K
17.9K $1.04M
May 15, 2024 Q1 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
215
+ 55.13%
$10.5K - $11.7K
605 $35.2K
May 07, 2024 Q1 2024
Tranquility Partners, LLC

BUY
 -
214
+ 4.79%
$10.5K - $11.6K
4.68K $272K
May 23, 2024 Q1 2024
Wellington Shields & Co., LLC

New York, NY
BUY
 -
205
+ 20.5%
$10K - $11.1K
1.21K $70.1K
May 06, 2024 Q1 2024
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
200
New
$9.8K - $10.9K
200 $11.6K
Apr 01, 2024 Q1 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
200
+ 36.36%
$9.8K - $10.9K
750 $43.6K
Jun 11, 2024 Q1 2024
Ever Source Wealth Advisors, LLC

BUY
 -
189
New
$9.26K - $10.3K
189 $11K
May 15, 2024 Q1 2024
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
159
+ 2.67%
$7.79K - $8.63K
6.13K $356K
May 15, 2024 Q1 2024
Penserra Capital Management LLC

Orinda, CA
BUY
 -
143
New
$7.01K - $7.76K
143 $8.32K
May 13, 2024 Q1 2024
Black Diamond Wealth Management Inc.

BUY
 -
141
+ 1.69%
$6.91K - $7.65K
8.47K $493K
May 03, 2024 Q1 2024
Glassman Wealth Services

BUY
 -
140
New
$6.86K - $7.6K
140 $8.14K
Apr 15, 2024 Q1 2024
Iam Advisory, LLC

BUY
 -
136
+ 2.19%
$6.67K - $7.38K
6.34K $369K
Apr 22, 2024 Q1 2024
Aurora Private Wealth, Inc.

BUY
 -
108
+ 2.18%
$5.29K - $5.86K
5.07K $295K
Apr 30, 2024 Q1 2024
Gps Wealth Strategies Group, LLC

BUY
 -
104
+ 50.49%
$5.1K - $5.65K
310 $18K
Apr 12, 2024 Q1 2024
First Premier Bank

BUY
 -
100
+ 227.27%
$4.9K - $5.43K
144 $8.37K
May 13, 2024 Q1 2024
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
100
New
$4.9K - $5.43K
100 $5.82K
May 14, 2024 Q1 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
97
New
$4.75K - $5.27K
97 $5.64K
May 13, 2024 Q1 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
86
+ 5.17%
$4.22K - $4.67K
1.75K $102K
May 07, 2024 Q1 2024
49 Wealth Management, LLC

Austin, TX
BUY
 -
83
+ 0.45%
$4.07K - $4.51K
18.5K $1.08M
Apr 17, 2024 Q1 2024
Means Investment Co., Inc.

BUY
 -
79
+ 1.04%
$3.87K - $4.29K
7.65K $445K
Apr 18, 2024 Q1 2024
Hexagon Capital Partners LLC

BUY
 -
76
+ 1.5%
$3.73K - $4.13K
5.13K $298K
May 13, 2024 Q1 2024
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
73
New
$3.58K - $3.96K
73 $4.24K
Jul 31, 2024 Q1 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
71
New
$3.48K - $3.85K
71 $4.13K
Apr 09, 2024 Q1 2024
Montecito Bank & Trust

BUY
 -
70
+ 0.79%
$3.43K - $3.8K
8.88K $516K
May 10, 2024 Q1 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
66
+ 1.05%
$3.24K - $3.58K
6.35K $369K
Apr 29, 2024 Q1 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
63
+ 9.69%
$3.09K - $3.42K
713 $41.5K
Apr 26, 2024 Q1 2024
Slate Stone Wealth, LLC

BUY
 -
44
+ 0.08%
$2.16K - $2.39K
53.3K $3.1M
May 13, 2024 Q1 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
34
New
$1.67K - $1.85K
34 $1.98K
May 09, 2024 Q1 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
25
New
$1.23K - $1.36K
25 $1.45K
Apr 23, 2024 Q1 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
22
+ 6.51%
$1.08K - $1.19K
360 $20.9K
May 13, 2024 Q1 2024
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
19
+ 0.45%
$931 - $1.03K
4.25K $247K
May 15, 2024 Q1 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
12
+ 2.29%
$588 - $651
537 $31.2K
Apr 30, 2024 Q1 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
11
+ 0.5%
$539 - $597
2.22K $129K
Apr 30, 2024 Q1 2024
Macroview Investment Management LLC

BUY
 -
5
+ 1.14%
$245 - $271
445 $25.9K
May 08, 2024 Q1 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
1
+ 0.02%
$49 - $54.3
4.7K $273K
May 16, 2024 Q1 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
1
+ 4.0%
$49 - $54.3
26 $1.51K
May 02, 2024 Q1 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1
+ 0.43%
$49 - $54.3
231 $13.4K
May 10, 2024 Q1 2024
Cullen/Frost Bankers, Inc.

BUY
 -
0
New
$0 - $0
0 $0
Aug 08, 2024 Q1 2024
Abound Wealth Management

Franklin, TN
SELL
 -
-30
Closed
$1.47K - $1.63K
0 $0
May 07, 2024 Q1 2024
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-51
- 0.81%
$2.5K - $2.77K
6.21K $361K
Apr 10, 2024 Q1 2024
Marcum Wealth, LLC

SELL
 -
-69
- 1.01%
$3.38K - $3.75K
6.77K $394K
May 03, 2024 Q1 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-87
- 0.68%
$4.26K - $4.72K
12.8K $742K
Apr 11, 2024 Q1 2024
Dhjj Financial Advisors, Ltd.

SELL
 -
-90
- 3.62%
$4.41K - $4.89K
2.4K $139K
May 15, 2024 Q1 2024
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-116
- 2.62%
$5.69K - $6.3K
4.31K $251K
Apr 19, 2024 Q1 2024
Valley National Advisers Inc

SELL
 -
-127
- 26.4%
$6.23K - $6.89K
354 $20.6K
May 13, 2024 Q1 2024
Tradition Wealth Management, LLC

SELL
 -
-130
- 0.3%
$6.37K - $7.06K
42.6K $2.48M

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