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
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
576
New
$25.4K - $27.9K
576 $33.5K
Jul 11, 2023 Q2 2023
Atlantic Union Bankshares Corp

BUY
 -
522
+ 3.44%
$23K - $25.2K
15.7K $913K
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
470
+ 4.02%
$20.7K - $22.7K
12.2K $707K
Jul 18, 2023 Q2 2023
Fsc Wealth Advisors, LLC

BUY
 -
452
+ 35.07%
$19.9K - $21.9K
1.74K $101K
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
420
New
$18.5K - $20.3K
420 $24.4K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
415
+ 170.08%
$18.3K - $20.1K
659 $38.3K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
402
+ 5.83%
$17.7K - $19.4K
7.3K $425K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
400
+ 266.67%
$17.7K - $19.3K
550 $32K
Jul 18, 2023 Q2 2023
Rothschild Investment Corp

BUY
 -
377
+ 2.75%
$16.6K - $18.2K
14.1K $819K
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
310
+ 2.98%
$13.7K - $15K
10.7K $623K
Jul 13, 2023 Q2 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
270
+ 3.59%
$11.9K - $13.1K
7.79K $453K
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
262
+ 78.92%
$11.6K - $12.7K
594 $34.5K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
213
+ 591.67%
$9.4K - $10.3K
249 $14.5K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
195
New
$8.61K - $9.43K
195 $11.3K
Jul 17, 2023 Q2 2023
Mcdonald Partners LLC

BUY
 -
168
+ 1.68%
$7.41K - $8.13K
10.2K $593K
Sep 12, 2023 Q2 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
159
+ 0.32%
$7.02K - $7.69K
49.4K $2.87M
Jul 14, 2023 Q2 2023
Avion Wealth

The Woodlands, TX
BUY
 -
100
New
$4.41K - $4.84K
100 $5.82K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
82
+ 1.55%
$3.62K - $3.97K
5.39K $313K
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
81
+ 19.33%
$3.57K - $3.92K
500 $29.1K
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
80
+ 65.04%
$3.53K - $3.87K
203 $11.8K
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
72
+ 12.59%
$3.18K - $3.48K
644 $37.4K
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
64
+ 0.18%
$2.82K - $3.1K
36.3K $2.11M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
58
New
$2.56K - $2.81K
58 $3.37K
Aug 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
52
New
$2.29K - $2.52K
52 $3.02K
Aug 14, 2023 Q2 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
50
+ 0.45%
$2.21K - $2.42K
11.1K $644K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
15
New
$662 - $726
15 $872
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
5
+ 8.77%
$221 - $242
62 $3.61K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-8
- 0.14%
$353 - $387
5.61K $326K
Dec 20, 2023 Q2 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
SELL
 -
-100
Closed
$4.41K - $4.84K
0 $0
Aug 14, 2023 Q2 2023
Core Wealth Advisors, Inc.

Lakeland, FL
SELL
 -
-150
- 39.68%
$6.62K - $7.26K
228 $13.3K
Jul 24, 2023 Q2 2023
Meridian Financial Partners LLC

SELL
 -
-207
- 0.26%
$9.13K - $10K
78.1K $4.54M
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

SELL
 -
-367
- 8.08%
$16.2K - $17.8K
4.17K $243K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-393
- 19.1%
$17.3K - $19K
1.67K $96.8K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-850
- 7.36%
$37.5K - $41.1K
10.7K $622K
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
SELL
 -
-1.14K
- 0.54%
$50.3K - $55.1K
211K $12.3M
Jul 11, 2023 Q2 2023
Vigilare Wealth Management

SELL
 -
-1.23K
- 13.5%
$54.2K - $59.4K
7.87K $458K
Aug 11, 2023 Q2 2023
Beta Wealth Group, Inc.

SELL
 -
-1.45K
- 2.3%
$64K - $70.2K
61.6K $3.58M
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

SELL
 -
-2K
- 12.83%
$88.4K - $96.9K
13.6K $792K
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-2.05K
- 11.27%
$90.5K - $99.2K
16.2K $939K
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
SELL
 -
-2.22K
- 36.27%
$98K - $107K
3.9K $227K
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-3.17K
- 23.51%
$140K - $153K
10.3K $600K
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-3.38K
- 6.82%
$149K - $163K
46.1K $2.68M
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-3.59K
- 25.56%
$158K - $173K
10.4K $607K
Jul 11, 2023 Q2 2023
Advisory Resource Group

SELL
 -
-3.65K
- 5.26%
$161K - $177K
65.7K $3.82M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-4.89K
- 19.84%
$216K - $236K
19.7K $1.15M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-6.32K
- 34.13%
$279K - $306K
12.2K $709K
Aug 08, 2023 Q2 2023
Interchange Capital Partners, LLC

SELL
 -
-7.64K
- 12.88%
$337K - $369K
51.7K $3M
Jul 25, 2023 Q2 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-7.85K
- 19.05%
$346K - $380K
33.4K $1.94M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

SELL
 -
-10.1K
- 47.93%
$448K - $491K
11K $641K

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