Purchases and Sales Made in Q2 2023 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 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
Jul 19, 2023 Q2 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
29.6K
New
$1.31M - $1.43M
29.6K $1.72M
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
28.3K
+ 35.28%
$1.25M - $1.37M
108K $6.31M
Aug 03, 2023 Q2 2023
Alpha Star Capital Management, LLC

BUY
 -
27.6K
+ 383.85%
$1.22M - $1.33M
34.8K $2.02M
Aug 11, 2023 Q2 2023
Argent Trust CO

Nashville, TN
BUY
 -
26.9K
New
$1.19M - $1.3M
26.9K $1.57M
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
26.9K
+ 189.25%
$1.19M - $1.3M
41.1K $2.39M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
26.7K
+ 407.55%
$1.18M - $1.29M
33.2K $1.93M
Aug 14, 2023 Q2 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
26.4K
New
$1.16M - $1.27M
26.4K $1.53M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
24.4K
+ 30.49%
$1.08M - $1.18M
105K $6.08M
Jul 11, 2023 Q2 2023
Ignite Planners, LLC

BUY
 -
23.5K
+ 90.39%
$1.04M - $1.14M
49.5K $2.88M
Aug 11, 2023 Q2 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
21K
+ 96.33%
$927K - $1.02M
42.8K $2.49M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
20K
+ 124.18%
$883K - $968K
36.1K $2.1M
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
19.9K
New
$880K - $964K
19.9K $1.16M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
18.5K
+ 91.65%
$815K - $894K
38.6K $2.25M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
18.5K
+ 17.58%
$815K - $893K
123K $7.18M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
18.4K
New
$814K - $892K
18.4K $1.07M
Jul 21, 2023 Q2 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
17K
New
$752K - $825K
17K $991K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
17K
+ 247.02%
$751K - $823K
23.9K $1.39M
Aug 15, 2023 Q2 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
17K
+ 32.45%
$750K - $822K
69.4K $4.03M
Aug 11, 2023 Q2 2023
Masso Torrence Wealth Management Inc.

BUY
 -
16.2K
+ 88.25%
$714K - $782K
34.5K $2.01M
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
16K
+ 106.42%
$708K - $776K
31.1K $1.81M
Jul 21, 2023 Q2 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
15.4K
+ 200.4%
$682K - $747K
23.2K $1.35M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
15.4K
+ 219.41%
$679K - $744K
22.4K $1.3M
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
15.1K
+ 68.02%
$667K - $731K
37.3K $2.17M
Aug 14, 2023 Q2 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
15.1K
+ 99.26%
$665K - $729K
30.3K $1.76M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
15K
+ 35.15%
$661K - $725K
57.6K $3.35M
Jul 24, 2023 Q2 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
14.9K
+ 107.04%
$658K - $721K
28.8K $1.68M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
14.9K
+ 106.3%
$655K - $718K
28.8K $1.68M
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
14.8K
+ 155.25%
$654K - $717K
24.4K $1.42M
Jul 20, 2023 Q2 2023
Derbend Asset Management

BUY
 -
14.4K
+ 6.69%
$637K - $698K
230K $13.4M
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
14.4K
New
$636K - $697K
14.4K $838K
Jul 25, 2023 Q2 2023
Wealth Advisors Of Iowa, LLC

BUY
 -
14.3K
New
$633K - $694K
14.3K $834K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
13.9K
+ 8.32%
$613K - $672K
181K $10.5M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
13.9K
+ 9.88%
$611K - $670K
154K $8.96M
Aug 01, 2023 Q2 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
13.7K
New
$605K - $663K
13.7K $797K
Jul 13, 2023 Q2 2023
Cambridge Advisors Inc.

BUY
 -
13.5K
+ 43.28%
$597K - $654K
44.8K $2.6M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
13.2K
+ 406.82%
$585K - $641K
16.5K $960K
Aug 14, 2023 Q2 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
12.8K
New
$565K - $620K
12.8K $745K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
12.7K
+ 406.84%
$562K - $616K
15.9K $922K
Jul 21, 2023 Q2 2023
Purus Wealth Management, LLC

BUY
 -
12.6K
+ 75.53%
$555K - $609K
29.2K $1.7M
Jul 18, 2023 Q2 2023
Lake Street Financial LLC

BUY
 -
12.5K
+ 28.57%
$553K - $606K
56.4K $3.28M
Jul 25, 2023 Q2 2023
Mcia Inc

BUY
 -
12K
New
$529K - $579K
12K $696K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
11.9K
New
$527K - $577K
11.9K $694K
Aug 14, 2023 Q2 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
11.9K
+ 4.75%
$525K - $576K
262K $15.2M
Aug 03, 2023 Q2 2023
Delta Investment Management, LLC

BUY
 -
11.8K
+ 39.87%
$522K - $573K
41.5K $2.41M
Aug 08, 2023 Q2 2023
Belvedere Trading LLC

BUY
 -
11.7K
New
$516K - $565K
11.7K $680K
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
11.2K
+ 180.58%
$496K - $544K
17.5K $1.02M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
11K
New
$486K - $533K
11K $641K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
10.8K
+ 69.33%
$475K - $521K
26.3K $1.53M
Jul 21, 2023 Q2 2023
Bernardo Wealth Planning LLC

BUY
 -
10.5K
+ 4.87%
$463K - $507K
226K $13.1M

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