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
|
D.A. Davidson & Co.
|
BUY
|
- |
5.1KNew |
$237K - $252K
|
5.1K
$297K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.01K+ 44.57% |
$233K - $248K
|
16.2K
$945K
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5KNew |
$232K - $247K
|
5K
$291K
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4.81K+ 16.26% |
$224K - $238K
|
34.4K
$2M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.6KNew |
$214K - $228K
|
4.6K
$268K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.52K+ 4.78% |
$210K - $223K
|
99K
$5.76M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.43K+ 3.78% |
$206K - $219K
|
122K
$7.07M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.35KNew |
$202K - $215K
|
4.35K
$253K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.2K+ 11.03% |
$195K - $208K
|
42.3K
$2.46M
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
4.16K+ 14.42% |
$193K - $205K
|
33K
$1.92M
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.04K+ 40.2% |
$188K - $200K
|
14.1K
$819K
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.7K+ 61.94% |
$172K - $183K
|
9.67K
$562K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.64K+ 30.46% |
$169K - $180K
|
15.6K
$905K
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 21.2% |
$166K - $176K
|
20.4K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.57KNew |
$166K - $176K
|
3.57K
$207K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.23K+ 19.59% |
$150K - $160K
|
19.7K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.22K+ 4.37% |
$149K - $159K
|
76.8K
$4.47M
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
3.2K+ 26.75% |
$149K - $158K
|
15.2K
$883K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.1K+ 28.94% |
$144K - $153K
|
13.8K
$803K
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.94K+ 5.78% |
$137K - $145K
|
53.8K
$3.13M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.81K+ 20.43% |
$131K - $139K
|
16.6K
$965K
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.6K+ 26.67% |
$121K - $129K
|
12.4K
$718K
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.59K+ 13.83% |
$120K - $128K
|
21.3K
$1.24M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.59K+ 31.95% |
$120K - $128K
|
10.7K
$621K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.58K+ 257.7% |
$120K - $127K
|
3.58K
$208K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.53KNew |
$118K - $125K
|
2.53K
$147K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.48K+ 9.39% |
$115K - $122K
|
28.8K
$1.68M
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.47K+ 4.22% |
$115K - $122K
|
60.9K
$3.54M
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.3K+ 38.33% |
$107K - $114K
|
8.3K
$483K
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.29KNew |
$106K - $113K
|
2.29K
$133K
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.19K+ 26.88% |
$102K - $108K
|
10.3K
$602K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.18K+ 1.02% |
$101K - $108K
|
216K
$12.6M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.17K+ 13.37% |
$101K - $107K
|
18.4K
$1.07M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.87K+ 36.23% |
$86.8K - $92.3K
|
7.02K
$408K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 22.72% |
$77.1K - $82K
|
8.96K
$521K
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.56K+ 19.77% |
$72.6K - $77.2K
|
9.46K
$550K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.51K+ 8.61% |
$69.9K - $74.4K
|
19K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.43K+ 67.36% |
$66.5K - $70.7K
|
3.55K
$207K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.39K+ 10.17% |
$64.4K - $68.5K
|
15K
$872K
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
1.38K+ 12.69% |
$64.1K - $68.2K
|
12.2K
$712K
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.38K+ 1.21% |
$63.9K - $68K
|
115K
$6.71M
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.34K+ 4.58% |
$62.2K - $66.1K
|
30.6K
$1.78M
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.32K+ 3.9% |
$61.2K - $65.1K
|
35.1K
$2.04M
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.3K+ 0.87% |
$60.6K - $64.4K
|
151K
$8.8M
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.21K+ 10.35% |
$56.2K - $59.8K
|
12.9K
$749K
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.17K+ 24.47% |
$54.3K - $57.8K
|
5.95K
$346K
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.13K+ 7.36% |
$52.6K - $55.9K
|
16.5K
$960K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.09K+ 2.67% |
$50.6K - $53.8K
|
41.8K
$2.43M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.07K+ 17.04% |
$49.8K - $53K
|
7.36K
$428K
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
990+ 9.72% |
$46K - $48.9K
|
11.2K
$650K
|