Purchases and Sales Made in Q2 2024 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 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 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
4.06K
+ 36.47%
$206K - $226K
15.2K $866K
Aug 13, 2024 Q2 2024
Empire Financial Management Company, LLC

New York, NY
BUY
 -
4.05K
+ 15.98%
$206K - $225K
29.4K $1.67M
Aug 12, 2024 Q2 2024
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
4K
New
$203K - $222K
4K $228K
Jul 31, 2024 Q2 2024
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
4K
+ 83.84%
$203K - $222K
8.77K $500K
Jul 19, 2024 Q2 2024
Sunpointe, LLC

St. Louis, MO
BUY
 -
3.96K
+ 23.71%
$202K - $220K
20.7K $1.18M
Jul 23, 2024 Q2 2024
Bridge Advisory, LLC

BUY
 -
3.96K
+ 69.96%
$201K - $220K
9.63K $549K
Jul 15, 2024 Q2 2024
Sapient Capital LLC

Indianapolis, IN
BUY
 -
3.91K
New
$199K - $217K
3.91K $223K
Aug 13, 2024 Q2 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
3.85K
New
$196K - $214K
3.85K $219K
Aug 02, 2024 Q2 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
3.83K
+ 26.79%
$195K - $213K
18.1K $1.03M
Jul 24, 2024 Q2 2024
Secure Asset Management, LLC

BUY
 -
3.82K
New
$194K - $212K
3.82K $218K
Aug 14, 2024 Q2 2024
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
3.79K
New
$193K - $211K
3.79K $216K
Jul 09, 2024 Q2 2024
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
3.78K
+ 19.47%
$192K - $210K
23.2K $1.32M
Jul 10, 2024 Q2 2024
Rda Financial Network

BUY
 -
3.76K
New
$191K - $209K
3.76K $214K
Aug 02, 2024 Q2 2024
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
3.75K
New
$190K - $208K
3.75K $213K
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
3.7K
+ 58.66%
$188K - $206K
10K $570K
Jul 31, 2024 Q2 2024
Interchange Capital Partners, LLC

BUY
 -
3.68K
+ 41.51%
$187K - $204K
12.5K $714K
Jul 31, 2024 Q2 2024
Cascade Financial Partners, LLC

San Diego, CA
BUY
 -
3.64K
New
$185K - $202K
3.64K $207K
Jul 30, 2024 Q2 2024
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
3.63K
New
$185K - $202K
3.63K $207K
Jul 02, 2024 Q2 2024
Appleton Partners Inc

BUY
 -
3.62K
New
$184K - $201K
3.62K $206K
Aug 14, 2024 Q2 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
3.57K
+ 16.62%
$181K - $198K
25K $1.43M
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
3.53K
New
$180K - $196K
3.53K $201K
Aug 01, 2024 Q2 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
3.52K
+ 56.63%
$179K - $195K
9.73K $554K
Jul 16, 2024 Q2 2024
Country Club Bank

BUY
 -
3.5K
+ 62.18%
$178K - $195K
9.13K $520K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
3.5K
New
$178K - $194K
3.5K $199K
Aug 07, 2024 Q2 2024
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
3.44K
+ 3.06%
$175K - $191K
116K $6.6M
Jul 31, 2024 Q2 2024
Valmark Advisers, Inc.

BUY
 -
3.39K
+ 32.67%
$173K - $189K
13.8K $785K
Jul 09, 2024 Q2 2024
Cva Family Office, LLC

BUY
 -
3.38K
+ 61.02%
$172K - $188K
8.92K $508K
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
3.3K
+ 30.66%
$168K - $183K
14.1K $801K
Jul 31, 2024 Q2 2024
Graypoint LLC

BUY
 -
3.29K
+ 1.21%
$167K - $183K
276K $15.7M
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
3.21K
+ 59.32%
$163K - $179K
8.63K $492K
Jul 26, 2024 Q2 2024
Zimmermann Investment Management & Planning LLC

BUY
 -
3.18K
+ 31.95%
$162K - $177K
13.1K $749K
Aug 14, 2024 Q2 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
3.14K
+ 5.58%
$159K - $174K
59.3K $3.38M
Nov 01, 2024 Q2 2024
Belvedere Trading LLC

BUY
 -
3.03K
New
$154K - $168K
3.03K $172K
Jul 30, 2024 Q2 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.96K
+ 17.71%
$151K - $165K
19.7K $1.12M
Jul 16, 2024 Q2 2024
Advisor Net Financial, Inc

BUY
 -
2.96K
+ 14.6%
$151K - $165K
23.3K $1.32M
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
2.89K
+ 2.6%
$147K - $160K
114K $6.5M
Jul 25, 2024 Q2 2024
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
2.81K
+ 61.53%
$143K - $156K
7.39K $421K
Jul 25, 2024 Q2 2024
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
2.71K
+ 33.42%
$138K - $150K
10.8K $615K
Jul 29, 2024 Q2 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
2.7K
+ 7.29%
$137K - $150K
39.8K $2.26M
Jul 19, 2024 Q2 2024
Parsons Capital Management Inc

BUY
 -
2.64K
+ 34.4%
$134K - $147K
10.3K $588K
Aug 08, 2024 Q2 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
2.62K
+ 124.57%
$133K - $145K
4.72K $269K
Jul 24, 2024 Q2 2024
Lebenthal Global Advisors, LLC

BUY
 -
2.57K
+ 0.45%
$130K - $143K
576K $32.8M
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
2.4K
+ 24.28%
$122K - $133K
12.3K $700K
Aug 13, 2024 Q2 2024
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
2.4K
+ 5.71%
$122K - $133K
44.4K $2.53M
Jul 31, 2024 Q2 2024
D.A. Davidson & Co.

BUY
 -
2.29K
+ 14.81%
$116K - $127K
17.7K $1.01M
Aug 13, 2024 Q2 2024
Napatree Capital LLC

Westerly, RI
BUY
 -
2.27K
+ 11.13%
$116K - $126K
22.7K $1.29M
Jul 01, 2024 Q2 2024
Capital Market Strategies LLC

BUY
 -
2.27K
+ 53.35%
$115K - $126K
6.53K $372K
Jul 18, 2024 Q2 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
2.25K
+ 5.91%
$115K - $125K
40.4K $2.3M
Aug 08, 2024 Q2 2024
Thoroughbred Financial Services, LLC

BUY
 -
2.24K
+ 3.26%
$114K - $124K
71K $4.04M

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