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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22.9KNew |
$1.17M - $1.27M
|
22.9K
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
22.7K+ 64.62% |
$1.16M - $1.26M
|
57.9K
$3.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.5K+ 33.67% |
$1.14M - $1.25M
|
89.3K
$5.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.3K+ 2.51% |
$1.08M - $1.18M
|
871K
$49.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
21.1K+ 16.64% |
$1.07M - $1.17M
|
148K
$8.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
20K+ 34.24% |
$1.01M - $1.11M
|
78.3K
$4.46M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
19.3KNew |
$981K - $1.07M
|
19.3K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19.2K+ 9.31% |
$978K - $1.07M
|
226K
$12.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
18.7K+ 186.55% |
$952K - $1.04M
|
28.8K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
18.4KNew |
$933K - $1.02M
|
18.4K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18K+ 24.29% |
$916K - $1M
|
92.2K
$5.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
17.7K+ 25.95% |
$901K - $984K
|
86K
$4.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
17.4K+ 76.23% |
$887K - $969K
|
40.3K
$2.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
17.4KNew |
$884K - $966K
|
17.4K
$990K
|
|
|
Aug 14, 2024
Q2 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
17.1KNew |
$871K - $951K
|
17.1K
$976K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
17K+ 24.6% |
$865K - $945K
|
86.2K
$4.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
16.7K+ 156.12% |
$850K - $928K
|
27.4K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
16.2K+ 6.94% |
$822K - $898K
|
249K
$14.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15.7K+ 85.0% |
$801K - $875K
|
34.3K
$1.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
15.5K+ 13.02% |
$788K - $861K
|
135K
$7.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.1K+ 270.99% |
$767K - $838K
|
20.6K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
15K+ 3.83% |
$764K - $835K
|
407K
$23.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
15KNew |
$764K - $835K
|
15K
$856K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.4K+ 152.03% |
$730K - $798K
|
23.8K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
14.2K+ 31.34% |
$723K - $791K
|
59.6K
$3.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14K+ 20.58% |
$712K - $778K
|
82K
$4.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
13.1KNew |
$666K - $728K
|
13.1K
$747K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13.1K+ 91.81% |
$665K - $727K
|
27.3K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.9K+ 149.74% |
$656K - $717K
|
21.5K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.8K+ 35.28% |
$650K - $711K
|
49.1K
$2.79M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.8KNew |
$650K - $710K
|
12.8K
$728K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
12.7K+ 4.57% |
$647K - $708K
|
292K
$16.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12.7K+ 143.72% |
$645K - $704K
|
21.5K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.6K+ 13.6% |
$641K - $700K
|
105K
$6M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.6KNew |
$640K - $699K
|
12.6K
$717K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.5K+ 63.65% |
$635K - $694K
|
32.1K
$1.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.4K+ 24.75% |
$630K - $689K
|
62.5K
$3.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.4K+ 5.53% |
$630K - $688K
|
236K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
12.4K+ 21.48% |
$628K - $687K
|
69.9K
$3.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
12.2K+ 48.85% |
$619K - $676K
|
37.1K
$2.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
12.2K+ 38.54% |
$618K - $676K
|
43.7K
$2.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
11.8KNew |
$601K - $657K
|
11.8K
$674K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.7K+ 2.78% |
$593K - $649K
|
432K
$24.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.7KNew |
$593K - $648K
|
11.7K
$664K
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
11.5K+ 28.79% |
$582K - $636K
|
51.2K
$2.92M
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
11.4K+ 127.7% |
$582K - $636K
|
20.4K
$1.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
11.2K+ 99.76% |
$571K - $625K
|
22.5K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
11.2K+ 107.42% |
$570K - $623K
|
21.7K
$1.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
11.2K+ 8.13% |
$570K - $623K
|
149K
$8.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.2K+ 12.58% |
$568K - $621K
|
100K
$5.7M
|