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
|
Mc Adam, LLC
|
SELL
|
- |
-345- 5.53% |
$17.1K - $19.4K
|
5.9K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-363- 1.63% |
$18K - $20.4K
|
21.9K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-375- 6.54% |
$18.6K - $21K
|
5.36K
$278K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-381- 35.47% |
$18.9K - $21.4K
|
693
$35.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-384- 1.41% |
$19.1K - $21.5K
|
26.9K
$1.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-388- 1.18% |
$19.3K - $21.8K
|
32.4K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-400- 1.66% |
$19.9K - $22.4K
|
23.6K
$1.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-410- 3.23% |
$20.4K - $23K
|
12.3K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-438- 1.85% |
$21.8K - $24.6K
|
23.2K
$1.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-440- 4.82% |
$21.9K - $24.7K
|
8.69K
$450K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-515- 1.85% |
$25.6K - $28.9K
|
27.4K
$1.42M
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-610- 0.92% |
$30.3K - $34.2K
|
65.7K
$3.4M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-620- 0.54% |
$30.8K - $34.8K
|
115K
$5.97M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-734- 7.62% |
$36.5K - $41.2K
|
8.89K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-743- 0.38% |
$36.9K - $41.7K
|
194K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-765- 15.59% |
$38K - $42.9K
|
4.14K
$215K
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-819- 2.04% |
$40.7K - $46K
|
39.4K
$2.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-847- 3.94% |
$42.1K - $47.5K
|
20.7K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-899- 4.85% |
$44.7K - $50.4K
|
17.6K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-899- 4.85% |
$44.7K - $50.4K
|
17.6K
$914K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-963- 7.32% |
$47.9K - $54K
|
12.2K
$632K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1K- 15.22% |
$49.7K - $56.1K
|
5.57K
$289K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.04K- 5.53% |
$51.9K - $58.6K
|
17.8K
$924K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.1K- 8.66% |
$54.7K - $61.7K
|
11.6K
$601K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.18K- 4.04% |
$58.7K - $66.3K
|
28K
$1.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.21K- 1.95% |
$60K - $67.8K
|
60.7K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.22K- 6.65% |
$60.6K - $68.4K
|
17.1K
$887K
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-1.27K- 6.59% |
$63.2K - $71.3K
|
18K
$934K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.36K- 25.8% |
$67.4K - $76.1K
|
3.9K
$202K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.43K- 15.16% |
$71K - $80.2K
|
8K
$414K
|
|
|
Feb 11, 2025
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1.55K- 10.15% |
$77.1K - $87.1K
|
13.7K
$712K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.58K- 18.05% |
$78.3K - $88.4K
|
7.15K
$371K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.63K- 4.6% |
$81.1K - $91.5K
|
33.8K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.65K- 16.96% |
$82K - $92.6K
|
8.08K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.7K- 6.78% |
$84.4K - $95.3K
|
23.3K
$1.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.75K- 3.43% |
$87K - $98.2K
|
49.3K
$2.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.76K- 7.59% |
$87.5K - $98.8K
|
21.4K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.9K- 10.35% |
$94.4K - $107K
|
16.5K
$852K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.92K- 7.02% |
$95.3K - $108K
|
25.4K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.05K- 0.52% |
$102K - $115K
|
395K
$20.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.24K- 8.09% |
$112K - $126K
|
25.5K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.26K- 7.11% |
$112K - $127K
|
29.5K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.26K- 18.0% |
$112K - $127K
|
10.3K
$533K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.3K- 8.11% |
$114K - $129K
|
26.1K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.36K- 29.04% |
$117K - $132K
|
5.76K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.41K- 2.7% |
$120K - $135K
|
86.8K
$4.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.46K- 14.12% |
$122K - $138K
|
15K
$775K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.51K- 10.55% |
$125K - $141K
|
21.3K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.52K- 11.98% |
$125K - $141K
|
18.5K
$959K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.64K- 8.97% |
$131K - $148K
|
26.8K
$1.39M
|