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 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$481K - $511K
|
10.3K
$602K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.3K+ 84.65% |
$480K - $510K
|
22.5K
$1.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Mason & Associates Inc
|
BUY
|
- |
10.1K+ 207.22% |
$471K - $501K
|
15K
$874K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
10K+ 159.5% |
$466K - $495K
|
16.3K
$948K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.98K+ 4007.63% |
$464K - $493K
|
10.2K
$595K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
9.94KNew |
$462K - $492K
|
9.94K
$578K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
9.24KNew |
$429K - $457K
|
9.24K
$537K
|
|
|
Oct 25, 2023
Q3 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
8.88KNew |
$413K - $439K
|
8.88K
$517K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.63K+ 35.42% |
$401K - $426K
|
33K
$1.92M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.46K+ 33.65% |
$393K - $418K
|
33.6K
$1.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
8.28KNew |
$385K - $409K
|
8.28K
$481K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.27K+ 60.33% |
$384K - $409K
|
22K
$1.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.17K+ 34.2% |
$380K - $404K
|
32.1K
$1.86M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
8.06KNew |
$375K - $398K
|
8.06K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
8.03K+ 19.35% |
$373K - $397K
|
49.6K
$2.88M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
8.01K+ 78.37% |
$372K - $396K
|
18.2K
$1.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.9KNew |
$367K - $391K
|
7.9K
$459K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.79K+ 74.76% |
$362K - $385K
|
18.2K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7.73K+ 70.13% |
$359K - $382K
|
18.7K
$1.09M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7.73K+ 70.13% |
$359K - $382K
|
18.7K
$1.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
7.72KNew |
$359K - $382K
|
7.72K
$449K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.56K+ 13.44% |
$351K - $374K
|
63.8K
$3.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
7.54K+ 52.56% |
$350K - $373K
|
21.9K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.45KNew |
$346K - $368K
|
7.45K
$433K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
7.26K+ 52.4% |
$337K - $359K
|
21.1K
$1.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
7.22K+ 17.55% |
$335K - $357K
|
48.3K
$2.81M
|
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
7.18KNew |
$334K - $355K
|
7.18K
$418K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.8KNew |
$316K - $336K
|
6.8K
$395K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
6.66K+ 37.23% |
$309K - $329K
|
24.6K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.58K+ 22.84% |
$306K - $325K
|
35.4K
$2.06M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.56K+ 92.37% |
$305K - $324K
|
13.7K
$794K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.55KNew |
$304K - $324K
|
6.55K
$381K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.53K+ 121.21% |
$304K - $323K
|
11.9K
$693K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.46KNew |
$300K - $319K
|
6.46K
$376K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.29KNew |
$292K - $311K
|
6.29K
$365K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.11KNew |
$284K - $302K
|
6.11K
$355K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.09K+ 244.95% |
$283K - $301K
|
8.57K
$498K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.03KNew |
$280K - $298K
|
6.03K
$351K
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
6.01KNew |
$279K - $297K
|
6.01K
$350K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6KNew |
$279K - $297K
|
6K
$349K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.76K+ 82.36% |
$268K - $285K
|
12.7K
$741K
|
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
BUY
|
- |
5.76K+ 2.22% |
$268K - $285K
|
265K
$15.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
5.74KNew |
$267K - $284K
|
5.74K
$334K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
5.71KNew |
$265K - $282K
|
5.71K
$332K
|
|
|
Oct 31, 2023
Q3 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
5.58K+ 1.47% |
$259K - $276K
|
385K
$22.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
5.49K+ 2.68% |
$255K - $271K
|
211K
$12.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
5.45KNew |
$253K - $269K
|
5.45K
$317K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
5.43K+ 31.83% |
$252K - $268K
|
22.5K
$1.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.34K+ 43.42% |
$248K - $264K
|
17.6K
$1.03M
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
5.11KNew |
$238K - $253K
|
5.11K
$297K
|