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 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-60- 1.41% |
$3.05K - $3.33K
|
4.19K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-65- 0.51% |
$3.3K - $3.61K
|
12.7K
$725K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-66- 1.04% |
$3.36K - $3.67K
|
6.29K
$359K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-79- 22.32% |
$4.02K - $4.39K
|
275
$15.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-80- 1.31% |
$4.07K - $4.44K
|
6.05K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-82- 0.48% |
$4.17K - $4.56K
|
17K
$971K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-101- 2.16% |
$5.13K - $5.61K
|
4.58K
$261K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-122- 0.58% |
$6.2K - $6.78K
|
21K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-139- 73.54% |
$7.07K - $7.72K
|
50
$2.85K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-200- 4.0% |
$10.2K - $11.1K
|
4.8K
$274K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-225- 0.94% |
$11.4K - $12.5K
|
23.8K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-240- 2.94% |
$12.2K - $13.3K
|
7.92K
$452K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-241- 14.17% |
$12.3K - $13.4K
|
1.46K
$83.4K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
SELL
|
- |
-255- 2.63% |
$13K - $14.2K
|
9.45K
$539K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-263- 1.2% |
$13.4K - $14.6K
|
21.6K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-269- 3.9% |
$13.7K - $14.9K
|
6.63K
$379K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-300- 2.14% |
$15.3K - $16.7K
|
13.7K
$783K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-320- 4.05% |
$16.3K - $17.8K
|
7.57K
$432K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-341- 4.82% |
$17.3K - $18.9K
|
6.73K
$384K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-346- 1.6% |
$17.6K - $19.2K
|
21.3K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-402- 0.99% |
$20.4K - $22.3K
|
40.2K
$2.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-505- 2.97% |
$25.7K - $28.1K
|
16.5K
$942K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-517- 2.71% |
$26.3K - $28.7K
|
18.5K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-517- 2.71% |
$26.3K - $28.7K
|
18.5K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-553- 1.27% |
$28.1K - $30.7K
|
42.9K
$2.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-571- 13.25% |
$29K - $31.7K
|
3.74K
$213K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-600- 9.46% |
$30.5K - $33.3K
|
5.74K
$328K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-627- 14.81% |
$31.9K - $34.8K
|
3.61K
$206K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-627- 14.81% |
$31.9K - $34.8K
|
3.61K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-644- 7.6% |
$32.7K - $35.8K
|
7.83K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-720- 40.13% |
$36.6K - $40K
|
1.07K
$61.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-740- 2.76% |
$37.6K - $41.1K
|
26K
$1.49M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-767- 11.33% |
$39K - $42.6K
|
6.01K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-803- 0.93% |
$40.8K - $44.6K
|
85.5K
$4.88M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-914- 13.5% |
$46.5K - $50.8K
|
5.86K
$334K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.02K- 5.24% |
$51.6K - $56.4K
|
18.3K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.02K- 4.58% |
$51.7K - $56.4K
|
21.2K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.07K- 0.81% |
$54.4K - $59.4K
|
131K
$7.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.45K- 4.48% |
$73.9K - $80.8K
|
31K
$1.77M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.62K- 2.14% |
$82.3K - $90K
|
74.1K
$4.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.64K- 54.75% |
$83.2K - $91K
|
1.35K
$77.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.74K- 6.75% |
$88.7K - $96.9K
|
24.1K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 7.64% |
$93.4K - $102K
|
22.2K
$1.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2K- 22.52% |
$102K - $111K
|
6.88K
$393K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.02K- 6.31% |
$103K - $112K
|
30K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.17K- 30.61% |
$110K - $120K
|
4.91K
$280K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-2.25K- 8.77% |
$114K - $125K
|
23.4K
$1.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.27K- 3.4% |
$115K - $126K
|
64.5K
$3.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-2.71K- 8.38% |
$138K - $150K
|
29.6K
$1.69M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.79K- 21.0% |
$142K - $155K
|
10.5K
$599K
|