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 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.11K+ 41.21% |
$107K - $117K
|
7.24K
$412K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.11K+ 24.59% |
$107K - $117K
|
10.7K
$609K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.1K+ 7.54% |
$107K - $117K
|
30K
$1.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.1K+ 35.34% |
$107K - $117K
|
8.04K
$458K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.06K+ 37.58% |
$105K - $114K
|
7.53K
$429K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2KNew |
$102K - $111K
|
2K
$114K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2K+ 277.78% |
$102K - $111K
|
2.72K
$155K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.99K+ 20.99% |
$101K - $110K
|
11.5K
$653K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.89K+ 15.15% |
$96.2K - $105K
|
14.4K
$820K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.89K+ 6.75% |
$96.2K - $105K
|
29.9K
$1.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.84K+ 69.44% |
$93.7K - $102K
|
4.5K
$256K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.84K+ 45.05% |
$93.4K - $102K
|
5.92K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.82K+ 26.39% |
$92.7K - $101K
|
8.73K
$497K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.78K+ 104.94% |
$90.7K - $99.1K
|
3.48K
$198K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.78K+ 96.42% |
$90.3K - $98.7K
|
3.62K
$206K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.73K+ 28.89% |
$88K - $96.1K
|
7.72K
$440K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.73K+ 15.75% |
$87.7K - $95.8K
|
12.7K
$722K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.67K+ 7.85% |
$84.9K - $92.8K
|
23K
$1.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.66K+ 40.56% |
$84.6K - $92.5K
|
5.77K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
1.66K+ 4.31% |
$84.3K - $92.1K
|
40.1K
$2.29M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.63K+ 1.39% |
$83K - $90.7K
|
119K
$6.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.62K+ 34.74% |
$82.4K - $90.1K
|
6.29K
$358K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.59K+ 4.79% |
$80.8K - $88.3K
|
34.8K
$1.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1.55K+ 37.02% |
$78.8K - $86.1K
|
5.74K
$327K
|
|
|
Aug 12, 2024
Q2 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.55K+ 4.68% |
$78.7K - $86K
|
34.7K
$1.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.5K+ 2.95% |
$76.3K - $83.4K
|
52.4K
$2.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.48K+ 5.32% |
$75K - $82K
|
29.2K
$1.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.45K+ 315.87% |
$73.9K - $80.7K
|
1.91K
$109K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 27.38% |
$71.3K - $77.9K
|
6.52K
$372K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4K+ 8.75% |
$71.3K - $77.9K
|
17.4K
$993K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.36K+ 20.09% |
$69.1K - $75.5K
|
8.12K
$463K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.35K+ 25.63% |
$68.7K - $75.1K
|
6.62K
$377K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.35K+ 12.98% |
$68.6K - $75K
|
11.7K
$669K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.3K+ 6.52% |
$65.8K - $72K
|
21.2K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.22K+ 25.94% |
$62K - $67.7K
|
5.92K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.22KNew |
$61.8K - $67.6K
|
1.22K
$69.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.21K+ 11.31% |
$61.4K - $67.1K
|
11.9K
$677K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.2K+ 1691.55% |
$61.1K - $66.7K
|
1.27K
$72.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.2K+ 25.95% |
$61K - $66.7K
|
5.83K
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.2KNew |
$61K - $66.6K
|
1.2K
$68.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.19K+ 0.3% |
$60.4K - $66.1K
|
397K
$22.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.17K+ 13.14% |
$59.5K - $65K
|
10.1K
$574K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.17K+ 3.04% |
$59.4K - $64.9K
|
39.6K
$2.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
1.15K+ 6.76% |
$58.4K - $63.8K
|
18.1K
$1.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.14K+ 13.92% |
$57.8K - $63.2K
|
9.31K
$530K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
1.12K+ 1.87% |
$57.1K - $62.4K
|
61.3K
$3.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.06K+ 13.63% |
$53.7K - $58.7K
|
8.81K
$502K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.05K+ 337.74% |
$53.2K - $58.2K
|
1.36K
$77.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 18.36% |
$53.1K - $58K
|
6.73K
$383K
|
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
1.04K+ 5.71% |
$52.7K - $57.6K
|
19.2K
$1.09M
|