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 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-2.67K- 3.07% |
$133K - $150K
|
84.2K
$4.36M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.68K- 6.81% |
$133K - $151K
|
36.7K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 43.88% |
$142K - $161K
|
3.66K
$190K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.97K- 2.5% |
$148K - $167K
|
116K
$6.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-2.99K- 3.41% |
$149K - $168K
|
84.8K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.11K- 25.83% |
$155K - $175K
|
8.94K
$463K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.21K- 9.36% |
$159K - $180K
|
31.1K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.22K- 10.35% |
$160K - $181K
|
27.9K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.33K- 86.56% |
$165K - $187K
|
517
$26.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.33K- 10.31% |
$166K - $187K
|
29K
$1.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-3.34K- 23.5% |
$166K - $187K
|
10.9K
$563K
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.54K- 19.9% |
$176K - $198K
|
14.2K
$737K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-3.77K- 22.01% |
$187K - $211K
|
13.4K
$692K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.84K- 36.59% |
$191K - $215K
|
6.65K
$345K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.05K- 24.07% |
$201K - $227K
|
12.8K
$661K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.31K- 6.3% |
$214K - $242K
|
64.1K
$3.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.45K- 14.88% |
$221K - $250K
|
25.4K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5.12K- 8.57% |
$255K - $287K
|
54.7K
$2.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.27K- 7.42% |
$262K - $296K
|
65.7K
$3.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.74K- 49.25% |
$285K - $322K
|
5.92K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.3K- 8.15% |
$313K - $354K
|
71K
$3.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6.6K- 45.21% |
$328K - $370K
|
8K
$414K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-7.25K- 5.39% |
$360K - $407K
|
127K
$6.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.4K- 14.25% |
$368K - $415K
|
44.5K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.02K- 94.01% |
$398K - $450K
|
511
$26.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.02K- 19.31% |
$399K - $450K
|
33.5K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-8.1K- 3.82% |
$403K - $455K
|
204K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-9.35K- 3.39% |
$465K - $525K
|
266K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.7K- 84.94% |
$531K - $600K
|
1.9K
$98.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10.8K- 45.99% |
$534K - $603K
|
12.6K
$654K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11.5K- 27.8% |
$573K - $647K
|
30K
$1.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-13.7K- 34.85% |
$680K - $767K
|
25.6K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-18.5K- 87.26% |
$918K - $1.04M
|
2.7K
$140K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-19.6K- 21.13% |
$973K - $1.1M
|
73.1K
$3.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-21.9K- 25.47% |
$1.09M - $1.23M
|
64.1K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-25.1K- 11.69% |
$1.25M - $1.41M
|
190K
$9.84M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-26.6K- 16.89% |
$1.32M - $1.49M
|
131K
$6.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-27.5K- 53.63% |
$1.37M - $1.54M
|
23.8K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-33K- 38.14% |
$1.64M - $1.85M
|
53.6K
$2.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.6K- 38.65% |
$1.77M - $2M
|
56.6K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-36.9K- 59.2% |
$1.83M - $2.07M
|
25.4K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-39.1K- 34.25% |
$1.94M - $2.19M
|
75K
$3.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-39.4K- 37.74% |
$1.96M - $2.21M
|
65.1K
$3.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-49.1K- 76.19% |
$2.44M - $2.76M
|
15.3K
$795K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.9K- 3.34% |
$2.98M - $3.36M
|
1.74M
$89.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-74.4K- 89.54% |
$3.7M - $4.18M
|
8.69K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-81.6K- 61.52% |
$4.05M - $4.58M
|
51K
$2.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-103K- 44.09% |
$5.12M - $5.78M
|
131K
$6.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-104K- 8.92% |
$5.15M - $5.82M
|
1.06M
$54.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-110K- 89.42% |
$5.48M - $6.19M
|
13K
$676K
|