Purchases and Sales Made in Q2 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.41M+ 64.01% |
$326M - $356M
|
16.4M
$936M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.39M+ 23.27% |
$121M - $133M
|
12.6M
$721M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.39M+ 23.27% |
$121M - $133M
|
12.6M
$721M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.33M+ 29.64% |
$67.4M - $73.7M
|
5.8M
$330M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.11M+ 4793.58% |
$56.4M - $61.7M
|
1.13M
$64.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.02M+ 16.41% |
$51.7M - $56.5M
|
7.22M
$411M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
923K+ 8782.08% |
$46.9M - $51.3M
|
933K
$53.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
727K+ 17.72% |
$37M - $40.4M
|
4.83M
$275M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
548K+ 17.44% |
$27.8M - $30.4M
|
3.69M
$210M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
499K+ 47.45% |
$25.4M - $27.7M
|
1.55M
$88.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
405K+ 4708.22% |
$20.6M - $22.5M
|
413K
$23.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
394K+ 7255.33% |
$20M - $21.9M
|
399K
$22.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
317K+ 442.03% |
$16.1M - $17.6M
|
388K
$22.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
316K+ 735.09% |
$16.1M - $17.6M
|
359K
$20.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
304K+ 35.38% |
$15.4M - $16.9M
|
1.16M
$66.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
303K+ 15.26% |
$15.4M - $16.8M
|
2.29M
$130M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
298K+ 26.68% |
$15.1M - $16.5M
|
1.41M
$80.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
293K+ 19.49% |
$14.9M - $16.3M
|
1.8M
$102M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
224K+ 4211.56% |
$11.4M - $12.5M
|
230K
$13.1M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
207K+ 2807.41% |
$10.5M - $11.5M
|
214K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
206K+ 2347.56% |
$10.5M - $11.5M
|
215K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
206KNew |
$10.5M - $11.5M
|
206K
$11.7M
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
203K+ 100.89% |
$10.3M - $11.3M
|
405K
$23.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
180K+ 24.89% |
$9.14M - $9.99M
|
902K
$51.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
174K+ 6.46% |
$8.87M - $9.69M
|
2.87M
$164M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
137K+ 54.9% |
$6.99M - $7.64M
|
388K
$22.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
134K+ 28.46% |
$6.84M - $7.47M
|
607K
$34.6M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
128K+ 48.86% |
$6.48M - $7.09M
|
389K
$22.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
121K+ 18.41% |
$6.14M - $6.71M
|
777K
$44.3M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
119K+ 96.66% |
$6.06M - $6.63M
|
243K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
112K+ 26.07% |
$5.71M - $6.25M
|
544K
$31M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
110K+ 499.18% |
$5.62M - $6.14M
|
133K
$7.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
108K+ 253.22% |
$5.48M - $5.99M
|
150K
$8.57M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
106K+ 4.95% |
$5.38M - $5.88M
|
2.24M
$128M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
106K+ 4.94% |
$5.37M - $5.87M
|
2.24M
$128M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
89.4K+ 16.69% |
$4.55M - $4.97M
|
625K
$35.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
86.2K+ 77.22% |
$4.38M - $4.79M
|
198K
$11.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
86.1K+ 31.08% |
$4.38M - $4.79M
|
363K
$20.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
86KNew |
$4.37M - $4.78M
|
86K
$4.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
71.5K+ 40.65% |
$3.63M - $3.97M
|
247K
$14.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
68.4KNew |
$3.48M - $3.8M
|
68.4K
$3.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
66.8KNew |
$3.39M - $3.71M
|
66.8K
$3.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
66.7K+ 11.78% |
$3.39M - $3.7M
|
633K
$36M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64.4K+ 17.71% |
$3.27M - $3.58M
|
428K
$24.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
62.1KNew |
$3.16M - $3.45M
|
62.1K
$3.54M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
59.8K+ 20.57% |
$3.04M - $3.32M
|
351K
$20M
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
57.3K+ 33.09% |
$2.92M - $3.19M
|
231K
$13.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
55.1K+ 640.6% |
$2.8M - $3.06M
|
63.6K
$3.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55K+ 25.34% |
$2.79M - $3.05M
|
272K
$15.5M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
53.5K+ 10.54% |
$2.72M - $2.97M
|
561K
$32M
|