Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.03M+ 6244.95% |
$151M - $170M
|
3.08M
$179M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.16M+ 17.1% |
$108M - $121M
|
14.8M
$861M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03M+ 6.26% |
$51.1M - $57.7M
|
17.5M
$1.01B
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.02M+ 17.66% |
$50.9M - $57.5M
|
6.82M
$397M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
837K+ 11.6% |
$41.6M - $47M
|
8.05M
$468M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
476KNew |
$23.6M - $26.7M
|
476K
$27.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
427K+ 119.03% |
$21.2M - $24M
|
786K
$45.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
398K+ 18.65% |
$19.8M - $22.4M
|
2.53M
$147M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
367K+ 7.6% |
$18.2M - $20.6M
|
5.2M
$302M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
359K+ 12.5% |
$17.9M - $20.2M
|
3.23M
$188M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
335K+ 781.53% |
$16.7M - $18.8M
|
378K
$22M
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
328K+ 42.18% |
$16.3M - $18.4M
|
1.1M
$64.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
297K+ 76.36% |
$14.7M - $16.6M
|
685K
$39.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
279KNew |
$13.9M - $15.7M
|
279K
$16.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
274K+ 47.5% |
$13.6M - $15.4M
|
850K
$49.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
270K+ 74.43% |
$13.4M - $15.2M
|
634K
$36.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
260K+ 74.09% |
$12.9M - $14.6M
|
610K
$35.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
253K+ 17.88% |
$12.6M - $14.2M
|
1.67M
$96.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
214K+ 18.88% |
$10.6M - $12M
|
1.35M
$78.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
205K+ 33.73% |
$10.2M - $11.5M
|
812K
$47.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
187KNew |
$9.28M - $10.5M
|
187K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
167K+ 7.28% |
$8.28M - $9.34M
|
2.45M
$143M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
164K+ 18.14% |
$8.13M - $9.18M
|
1.07M
$62M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
144K+ 26.51% |
$7.16M - $8.08M
|
688K
$40M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
129K+ 14.0% |
$6.4M - $7.23M
|
1.05M
$61M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
122K+ 30.68% |
$6.09M - $6.87M
|
522K
$30.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
119K+ 434.89% |
$5.93M - $6.69M
|
147K
$8.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
116KNew |
$5.78M - $6.53M
|
116K
$6.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
105KNew |
$5.21M - $5.88M
|
105K
$6.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
103K+ 1116.61% |
$5.1M - $5.76M
|
112K
$6.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
96.7K+ 119.15% |
$4.8M - $5.42M
|
178K
$10.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
92.4KNew |
$4.59M - $5.19M
|
92.4K
$5.38M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
89.8K+ 4.0% |
$4.46M - $5.04M
|
2.33M
$136M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
84.5K+ 12.09% |
$4.2M - $4.74M
|
783K
$45.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
84.1K+ 13.45% |
$4.18M - $4.72M
|
709K
$41.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
83.6K+ 21.94% |
$4.15M - $4.69M
|
465K
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
83.1KNew |
$4.13M - $4.66M
|
83.1K
$4.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
81.2K+ 53.45% |
$4.03M - $4.55M
|
233K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
76K+ 143.29% |
$3.78M - $4.27M
|
129K
$7.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68.1K+ 19.25% |
$3.38M - $3.82M
|
422K
$24.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
66.6K+ 34.66% |
$3.31M - $3.73M
|
259K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
66.3KNew |
$3.29M - $3.72M
|
66.3K
$3.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.2K+ 9.36% |
$2.94M - $3.32M
|
692K
$40.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.5K+ 6.71% |
$2.91M - $3.28M
|
930K
$54.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
54.6K+ 181.84% |
$2.71M - $3.06M
|
84.6K
$4.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54.4K+ 20.01% |
$2.7M - $3.05M
|
326K
$19M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
53.8K+ 20.41% |
$2.68M - $3.02M
|
318K
$18.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
52.2K+ 21.11% |
$2.59M - $2.93M
|
300K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.6K+ 16.02% |
$2.57M - $2.9M
|
374K
$21.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
50.7KNew |
$2.52M - $2.84M
|
50.7K
$2.95M
|