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
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.04K+ 6.57% |
$52.7K - $57.6K
|
16.8K
$957K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.02K+ 5.47% |
$51.6K - $56.4K
|
19.6K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.01K+ 7.12% |
$51.1K - $55.8K
|
15.1K
$861K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1K+ 18.18% |
$50.8K - $55.6K
|
6.5K
$370K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1KNew |
$50.8K - $55.6K
|
1K
$57K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
998+ 4.77% |
$50.7K - $55.4K
|
21.9K
$1.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
948+ 3.1% |
$48.2K - $52.7K
|
31.5K
$1.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
939+ 12.48% |
$47.7K - $52.2K
|
8.46K
$482K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
895+ 0.81% |
$45.5K - $49.7K
|
112K
$6.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
894+ 2.1% |
$45.5K - $49.7K
|
43.5K
$2.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
847+ 5.65% |
$43.1K - $47.1K
|
15.8K
$902K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
818+ 2.91% |
$41.6K - $45.4K
|
28.9K
$1.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
811+ 9.45% |
$41.2K - $45.1K
|
9.4K
$535K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
781+ 1.78% |
$39.7K - $43.4K
|
44.8K
$2.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
774New |
$39.4K - $43K
|
774
$44.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
773+ 0.51% |
$39.3K - $42.9K
|
153K
$8.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
759+ 17.12% |
$38.6K - $42.2K
|
5.19K
$296K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
745+ 3.26% |
$37.9K - $41.4K
|
23.6K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
702+ 7.56% |
$35.7K - $39K
|
9.99K
$569K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
700+ 2.3% |
$35.6K - $38.9K
|
31.1K
$1.77M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
690+ 6.72% |
$35.1K - $38.3K
|
11K
$624K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
672+ 5.37% |
$34.2K - $37.3K
|
13.2K
$751K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
653+ 5.22% |
$33.2K - $36.3K
|
13.2K
$749K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
648+ 2.94% |
$32.9K - $36K
|
22.7K
$1.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
646+ 5.56% |
$32.8K - $35.9K
|
12.3K
$699K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
636+ 2.49% |
$32.3K - $35.3K
|
26.2K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
612+ 1.19% |
$31.1K - $34K
|
51.9K
$2.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
556+ 59.4% |
$28.3K - $30.9K
|
1.49K
$85K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
530New |
$26.9K - $29.4K
|
530
$30.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
523+ 76.8% |
$26.6K - $29.1K
|
1.2K
$68.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
523+ 11.72% |
$26.6K - $29.1K
|
4.99K
$284K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
508New |
$25.8K - $28.2K
|
508
$28.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
490+ 18.81% |
$24.9K - $27.2K
|
3.1K
$176K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
490New |
$24.9K - $27.2K
|
490
$27.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
460New |
$23.4K - $25.6K
|
460
$26.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
460+ 12.11% |
$23.4K - $25.6K
|
4.26K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
425New |
$21.6K - $23.6K
|
425
$24.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
424New |
$21.6K - $23.6K
|
424
$24.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
421+ 1.23% |
$21.4K - $23.4K
|
34.5K
$1.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
406New |
$20.6K - $22.6K
|
406
$23.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
402+ 9.74% |
$20.4K - $22.3K
|
4.53K
$258K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
401New |
$20.4K - $22.3K
|
401
$22.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
400New |
$20.3K - $22.2K
|
400
$22.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
384+ 5.45% |
$19.5K - $21.3K
|
7.44K
$424K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
381+ 381.0% |
$19.4K - $21.2K
|
481
$27.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
370+ 2.6% |
$18.8K - $20.6K
|
14.6K
$832K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
357+ 1.25% |
$18.1K - $19.8K
|
29K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
337+ 2.57% |
$17.1K - $18.7K
|
13.5K
$766K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
324+ 0.83% |
$16.5K - $18K
|
39.1K
$2.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
314+ 4.43% |
$16K - $17.4K
|
7.41K
$422K
|