Purchases and Sales Made in Q2 2023 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 2023. 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 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
941KNew |
$41.5M - $45.5M
|
941K
$54.7M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
928K+ 99.37% |
$40.9M - $44.9M
|
1.86M
$108M
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
922KNew |
$40.7M - $44.6M
|
922K
$53.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
827K+ 43.03% |
$36.5M - $40M
|
2.75M
$160M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
749K+ 125.75% |
$33.1M - $36.2M
|
1.34M
$78.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
579K+ 57.86% |
$25.6M - $28M
|
1.58M
$91.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
571K+ 55.3% |
$25.2M - $27.6M
|
1.6M
$93.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
454K+ 80.6% |
$20M - $22M
|
1.02M
$59.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
397K+ 7682.1% |
$17.5M - $19.2M
|
402K
$23.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
381K+ 70.29% |
$16.8M - $18.4M
|
923K
$53.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
378K+ 156.69% |
$16.7M - $18.3M
|
619K
$36M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
356K+ 650.33% |
$15.7M - $17.2M
|
411K
$23.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
326K+ 113.16% |
$14.4M - $15.8M
|
615K
$35.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
307K+ 538.49% |
$13.6M - $14.9M
|
364K
$21.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
298K+ 81.07% |
$13.1M - $14.4M
|
665K
$38.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
293K+ 376.99% |
$13M - $14.2M
|
371K
$21.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
265K+ 197.13% |
$11.7M - $12.8M
|
399K
$23.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
254K+ 408.6% |
$11.2M - $12.3M
|
316K
$18.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
213K+ 38.65% |
$9.39M - $10.3M
|
764K
$44.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
205KNew |
$9.05M - $9.92M
|
205K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
156K+ 673.02% |
$6.87M - $7.53M
|
179K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
144K+ 162.05% |
$6.35M - $6.96M
|
233K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
124KNew |
$5.49M - $6.01M
|
124K
$7.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
118K+ 2411.17% |
$5.19M - $5.69M
|
123K
$7.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
114KNew |
$5.03M - $5.51M
|
114K
$6.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
107K+ 5290.02% |
$4.73M - $5.18M
|
109K
$6.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
97K+ 35.94% |
$4.28M - $4.69M
|
367K
$21.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
93.7K+ 141.65% |
$4.13M - $4.53M
|
160K
$9.29M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
77.8K+ 103.64% |
$3.43M - $3.76M
|
153K
$8.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
73.6KNew |
$3.25M - $3.56M
|
73.6K
$4.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
73.5K+ 15.84% |
$3.24M - $3.55M
|
537K
$31.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
70.6K+ 198.92% |
$3.11M - $3.41M
|
106K
$6.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
67.9K+ 225.6% |
$3M - $3.29M
|
98K
$5.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
66.9KNew |
$2.95M - $3.24M
|
66.9K
$3.89M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
65KNew |
$2.87M - $3.15M
|
65K
$3.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
64.2KNew |
$2.83M - $3.1M
|
64.2K
$3.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
57.1K+ 95.07% |
$2.52M - $2.76M
|
117K
$6.82M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
55.3K+ 553.81% |
$2.44M - $2.68M
|
65.3K
$3.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
55.2KNew |
$2.44M - $2.67M
|
55.2K
$3.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
50.9K+ 15.5% |
$2.24M - $2.46M
|
379K
$22M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
50.2K+ 232.47% |
$2.21M - $2.43M
|
71.8K
$4.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
49.1K+ 248.77% |
$2.17M - $2.37M
|
68.8K
$4M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
48.4K+ 143.12% |
$2.14M - $2.34M
|
82.3K
$4.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40K+ 46.49% |
$1.76M - $1.93M
|
126K
$7.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
39.3K+ 251.8% |
$1.73M - $1.9M
|
54.9K
$3.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.7K+ 67.76% |
$1.62M - $1.78M
|
91K
$5.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
36.2KNew |
$1.6M - $1.75M
|
36.2K
$2.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
34.2K+ 55.08% |
$1.51M - $1.65M
|
96.2K
$5.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
33.8KNew |
$1.49M - $1.63M
|
33.8K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
32.8KNew |
$1.45M - $1.58M
|
32.8K
$1.9M
|