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
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.38K+ 37.5% |
$324K - $354K
|
23.4K
$1.33M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
6.24KNew |
$317K - $347K
|
6.24K
$356K
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
6.07K+ 37.22% |
$309K - $337K
|
22.4K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.99K+ 26.14% |
$304K - $333K
|
28.9K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.96K+ 22.79% |
$303K - $331K
|
32.1K
$1.83M
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
5.89K+ 4.23% |
$299K - $327K
|
145K
$8.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.8KNew |
$295K - $322K
|
5.8K
$331K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.8K+ 44.33% |
$295K - $322K
|
18.9K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5.69K+ 25.24% |
$289K - $316K
|
28.2K
$1.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.66KNew |
$288K - $314K
|
5.66K
$322K
|
|
|
Jul 19, 2024
Q2 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
5.64K+ 5.65% |
$287K - $314K
|
106K
$6.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.62K+ 55.68% |
$286K - $312K
|
15.7K
$895K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.57K+ 22.86% |
$283K - $309K
|
29.9K
$1.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.5KNew |
$280K - $306K
|
5.5K
$314K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.39KNew |
$274K - $300K
|
5.39K
$307K
|
|
|
Jul 30, 2024
Q2 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
5.25KNew |
$267K - $292K
|
5.25K
$299K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
5.21KNew |
$265K - $289K
|
5.21K
$297K
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.09K+ 2.23% |
$259K - $283K
|
234K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.08K+ 7.92% |
$258K - $282K
|
69.2K
$3.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
5.07K+ 66.28% |
$258K - $282K
|
12.7K
$725K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.04K+ 122.96% |
$256K - $280K
|
9.15K
$521K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
4.98K+ 10.79% |
$253K - $276K
|
51.1K
$2.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.94K+ 56.32% |
$251K - $274K
|
13.7K
$781K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.94K+ 16.3% |
$251K - $274K
|
35.2K
$2.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
4.93K+ 94.71% |
$250K - $274K
|
10.1K
$577K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.93K+ 8.98% |
$250K - $274K
|
59.8K
$3.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.9KNew |
$249K - $272K
|
4.9K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
4.9K+ 3.25% |
$249K - $272K
|
156K
$8.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.85K+ 10.25% |
$246K - $269K
|
52.1K
$2.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.78K+ 272.87% |
$243K - $265K
|
6.53K
$372K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.76KNew |
$242K - $265K
|
4.76K
$271K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.69KNew |
$238K - $261K
|
4.69K
$267K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4.65K+ 13.13% |
$236K - $258K
|
40.1K
$2.28M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.61K+ 19.43% |
$235K - $256K
|
28.4K
$1.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.61K+ 102.54% |
$234K - $256K
|
9.1K
$518K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.57KNew |
$232K - $254K
|
4.57K
$261K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
4.57K+ 467.76% |
$232K - $254K
|
5.55K
$316K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
4.5K+ 30.0% |
$229K - $250K
|
19.5K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.39KNew |
$223K - $244K
|
4.39K
$250K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
4.37KNew |
$222K - $243K
|
4.37K
$249K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.28K+ 16.46% |
$218K - $238K
|
30.3K
$1.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.25K+ 57.96% |
$216K - $236K
|
11.6K
$660K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.2KNew |
$214K - $234K
|
4.2K
$239K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.16K+ 52.73% |
$211K - $231K
|
12K
$686K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.14K+ 20.81% |
$210K - $230K
|
24K
$1.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.12KNew |
$210K - $229K
|
4.12K
$235K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.1KNew |
$209K - $228K
|
4.1K
$234K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4.1KNew |
$208K - $228K
|
4.1K
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.09KNew |
$208K - $227K
|
4.09K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.07K+ 1.74% |
$207K - $226K
|
239K
$13.6M
|