Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500KNew |
$22M - $25.6M
|
500K
$28M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
396KNew |
$17.5M - $20.3M
|
396K
$22.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
254KNew |
$11.2M - $13M
|
254K
$14.2M
|
|
|
Jul 21, 2022
Q2 2022
|
Derbend Asset Management
|
BUY
|
- |
168KNew |
$7.42M - $8.61M
|
168K
$9.43M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
99KNew |
$4.36M - $5.06M
|
99K
$5.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
90.2KNew |
$3.98M - $4.61M
|
90.2K
$5.05M
|
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
74.5KNew |
$3.28M - $3.81M
|
74.5K
$4.17M
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
72.3KNew |
$3.18M - $3.69M
|
72.3K
$4.05M
|
|
|
Aug 05, 2022
Q2 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
40KNew |
$1.76M - $2.04M
|
40K
$2.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39.1KNew |
$1.72M - $2M
|
39.1K
$2.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.9KNew |
$876K - $1.02M
|
19.9K
$1.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.9KNew |
$744K - $863K
|
16.9K
$945K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$558K - $648K
|
12.7K
$709K
|
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
12.7KNew |
$558K - $648K
|
12.7K
$709K
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11.4KNew |
$502K - $582K
|
11.4K
$638K
|
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8.35KNew |
$368K - $426K
|
8.35K
$467K
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
6.94KNew |
$306K - $355K
|
6.94K
$388K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.84KNew |
$301K - $349K
|
6.84K
$383K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.59KNew |
$290K - $337K
|
6.59K
$369K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.94KNew |
$261K - $303K
|
5.94K
$332K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.33KNew |
$235K - $272K
|
5.33K
$298K
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.86KNew |
$214K - $248K
|
4.86K
$272K
|
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.4KNew |
$61.7K - $71.5K
|
1.4K
$78.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.29KNew |
$56.7K - $65.8K
|
1.29K
$72.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
250New |
$11K - $12.8K
|
250
$14K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
78New |
$3.44K - $3.99K
|
78
$4.37K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
11New |
$485 - $562
|
11
$616
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-389K- 98.22% |
$17.2M - $19.9M
|
7.07K
$396K
|