Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.47M+ 7942.69% |
$254M - $270M
|
5.54M
$322M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.04M+ 12846.6% |
$94.7M - $101M
|
2.05M
$119M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.42M+ 89.55% |
$65.8M - $70M
|
3M
$174M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
977K+ 243.19% |
$45.4M - $48.3M
|
1.38M
$80.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
890K+ 32.34% |
$41.3M - $44M
|
3.64M
$212M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
676K+ 50.28% |
$31.4M - $33.4M
|
2.02M
$117M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
658K+ 106.3% |
$30.6M - $32.5M
|
1.28M
$74.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
363K+ 398.96% |
$16.9M - $17.9M
|
454K
$26.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
309K+ 2883.28% |
$14.3M - $15.3M
|
319K
$18.6M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
261K+ 170.93% |
$12.1M - $12.9M
|
414K
$24.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
213K+ 2410.12% |
$9.91M - $10.5M
|
222K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
198K+ 12.37% |
$9.21M - $9.8M
|
1.8M
$105M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
193K+ 18.93% |
$8.95M - $9.52M
|
1.21M
$70.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
183KNew |
$8.5M - $9.04M
|
183K
$10.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
139K+ 252.29% |
$6.47M - $6.88M
|
194K
$11.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
130K+ 34.99% |
$6.04M - $6.42M
|
501K
$29.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
112KNew |
$5.23M - $5.56M
|
112K
$6.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
106KNew |
$4.92M - $5.23M
|
106K
$6.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
103K+ 97.43% |
$4.8M - $5.11M
|
209K
$12.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
100K+ 91.88% |
$4.66M - $4.96M
|
209K
$12.2M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
92.9K+ 4.99% |
$4.32M - $4.59M
|
1.95M
$114M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
92.8K+ 4.98% |
$4.31M - $4.59M
|
1.95M
$114M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
87.1KNew |
$4.05M - $4.3M
|
87.1K
$5.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
77.3KNew |
$3.59M - $3.82M
|
77.3K
$4.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
74.9KNew |
$3.48M - $3.7M
|
74.9K
$4.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
67.5K+ 10.98% |
$3.14M - $3.34M
|
682K
$39.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
65.7K+ 16.46% |
$3.06M - $3.25M
|
465K
$27M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
65.3K+ 91.04% |
$3.04M - $3.23M
|
137K
$7.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
58.2K+ 19.01% |
$2.7M - $2.87M
|
364K
$21.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
54.4K+ 14.83% |
$2.53M - $2.69M
|
421K
$24.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
53.2K+ 34.52% |
$2.47M - $2.63M
|
207K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
46.2K+ 25.85% |
$2.15M - $2.29M
|
225K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43.3K+ 130.4% |
$2.01M - $2.14M
|
76.5K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.2K+ 418.26% |
$2.01M - $2.13M
|
53.5K
$3.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40K+ 6.02% |
$1.86M - $1.98M
|
705K
$41M
|
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
39.4K+ 7.33% |
$1.83M - $1.95M
|
577K
$33.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
39.2K+ 63.6% |
$1.82M - $1.94M
|
101K
$5.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
37.8KNew |
$1.76M - $1.87M
|
37.8K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.3KNew |
$1.73M - $1.84M
|
37.3K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
36.2K+ 100.11% |
$1.68M - $1.79M
|
72.4K
$4.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
35.6K+ 132.22% |
$1.66M - $1.76M
|
62.6K
$3.64M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
34.1KNew |
$1.58M - $1.68M
|
34.1K
$1.98M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
33.6K+ 51.42% |
$1.56M - $1.66M
|
98.9K
$5.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.1K+ 18.3% |
$1.54M - $1.64M
|
214K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
33KNew |
$1.53M - $1.63M
|
33K
$1.92M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
32.5K+ 72.5% |
$1.51M - $1.6M
|
77.2K
$4.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
31.7K+ 101.83% |
$1.47M - $1.57M
|
62.8K
$3.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
31.3KNew |
$1.45M - $1.54M
|
31.3K
$1.82M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
30.9K+ 1103.25% |
$1.44M - $1.53M
|
33.7K
$1.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30KNew |
$1.39M - $1.48M
|
30K
$1.74M
|