Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
957KNew |
$39.9M - $47.8M
|
957K
$53.6M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
615K+ 241.89% |
$25.6M - $30.7M
|
869K
$48.6M
|
|
Nov 14, 2022
Q3 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
408KNew |
$17M - $20.4M
|
408K
$22.9M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
333KNew |
$13.9M - $16.6M
|
333K
$18.6M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
265K+ 1571.24% |
$11.1M - $13.2M
|
282K
$15.8M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
235KNew |
$9.78M - $11.7M
|
235K
$13.1M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
176KNew |
$7.31M - $8.76M
|
176K
$9.83M
|
|
Mar 17, 2023
Q3 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
166KNew |
$6.9M - $8.27M
|
166K
$9.27M
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
157K+ 3239.52% |
$6.55M - $7.85M
|
162K
$9.08M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
135KNew |
$5.6M - $6.71M
|
135K
$7.53M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
88.7KNew |
$3.69M - $4.42M
|
88.7K
$4.96M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
86.8K+ 87.72% |
$3.62M - $4.33M
|
186K
$10.4M
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
80.8KNew |
$3.36M - $4.03M
|
80.8K
$4.52M
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
70.7KNew |
$2.94M - $3.53M
|
70.7K
$3.96M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
64.6KNew |
$2.69M - $3.22M
|
64.6K
$3.62M
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
58.4KNew |
$2.43M - $2.91M
|
58.4K
$3.27M
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
53.7KNew |
$2.24M - $2.68M
|
53.7K
$3.01M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
49.2KNew |
$2.05M - $2.46M
|
49.2K
$2.75M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
42.5KNew |
$1.77M - $2.12M
|
42.5K
$2.38M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.9K+ 210.83% |
$1.75M - $2.09M
|
61.8K
$3.46M
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
36.3KNew |
$1.51M - $1.81M
|
36.3K
$2.03M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
33.6K+ 490.86% |
$1.4M - $1.67M
|
40.4K
$2.26M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
32K+ 44.24% |
$1.33M - $1.6M
|
104K
$5.84M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
29.4KNew |
$1.22M - $1.47M
|
29.4K
$1.64M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.1K+ 425.84% |
$1.17M - $1.4M
|
34.6K
$1.94M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25.4K+ 65.09% |
$1.06M - $1.27M
|
64.5K
$3.61M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.4KNew |
$1.06M - $1.27M
|
25.4K
$1.42M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.7KNew |
$989K - $1.18M
|
23.7K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
23.7KNew |
$987K - $1.18M
|
23.7K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
21.3KNew |
$887K - $1.06M
|
21.3K
$1.19M
|
|
Oct 20, 2022
Q3 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
21.1KNew |
$879K - $1.05M
|
21.1K
$1.18M
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
19.5K+ 11.56% |
$811K - $972K
|
188K
$10.5M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17KNew |
$706K - $846K
|
17K
$949K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.5KNew |
$685K - $821K
|
16.5K
$921K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
16.3KNew |
$678K - $812K
|
16.3K
$911K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
14.9K+ 214.86% |
$621K - $744K
|
21.8K
$1.22M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.5K+ 245.12% |
$606K - $726K
|
20.5K
$1.15M
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
14.3K+ 113.01% |
$597K - $715K
|
27K
$1.51M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
14.3K+ 112.73% |
$595K - $713K
|
27K
$1.51M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
13.1KNew |
$545K - $653K
|
13.1K
$732K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.5KNew |
$521K - $624K
|
12.5K
$700K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12KNew |
$498K - $597K
|
12K
$670K
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11.2KNew |
$465K - $557K
|
11.2K
$625K
|
|
Oct 07, 2022
Q3 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
11.1KNew |
$464K - $555K
|
11.1K
$623K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11K+ 12.19% |
$458K - $549K
|
101K
$5.67M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.8KNew |
$450K - $539K
|
10.8K
$605K
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
10.3KNew |
$429K - $514K
|
10.3K
$577K
|
|
Nov 07, 2022
Q3 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
10K+ 25.0% |
$417K - $499K
|
50K
$2.8M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.34KNew |
$389K - $466K
|
9.34K
$523K
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
9.04KNew |
$376K - $451K
|
9.04K
$506K
|