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 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
50KNew |
$2.49M - $2.81M
|
50K
$2.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
49K+ 173.62% |
$2.44M - $2.75M
|
77.3K
$4.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47K+ 12.11% |
$2.33M - $2.63M
|
435K
$25.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
42.6K+ 7.6% |
$2.12M - $2.39M
|
604K
$35.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
41.2K+ 112.04% |
$2.05M - $2.31M
|
78K
$4.53M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
40.9K+ 58.76% |
$2.03M - $2.3M
|
111K
$6.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
BUY
|
- |
39.1K+ 44.55% |
$1.94M - $2.19M
|
127K
$7.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
37.5K+ 92.58% |
$1.86M - $2.1M
|
77.9K
$4.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
36.5K+ 14.67% |
$1.81M - $2.05M
|
285K
$16.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
36.1K+ 61.74% |
$1.79M - $2.02M
|
94.5K
$5.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
35.9K+ 817.19% |
$1.78M - $2.01M
|
40.3K
$2.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
35.1K+ 33.36% |
$1.75M - $1.97M
|
140K
$8.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
34.5KNew |
$1.72M - $1.94M
|
34.5K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
34.4K+ 85.45% |
$1.71M - $1.93M
|
74.7K
$4.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
32K+ 16.69% |
$1.59M - $1.8M
|
224K
$13M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.6K+ 40.4% |
$1.57M - $1.77M
|
110K
$6.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
31.5K+ 28.0% |
$1.57M - $1.77M
|
144K
$8.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
30.3K+ 47.62% |
$1.51M - $1.7M
|
94K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28.9K+ 48.45% |
$1.44M - $1.62M
|
88.5K
$5.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
28KNew |
$1.39M - $1.57M
|
28K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
28KNew |
$1.39M - $1.57M
|
28K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
27.7K+ 120.93% |
$1.38M - $1.56M
|
50.6K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.4K+ 27.37% |
$1.36M - $1.54M
|
127K
$7.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
27.1KNew |
$1.35M - $1.52M
|
27.1K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.4K+ 6.17% |
$1.31M - $1.48M
|
454K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
26.2K+ 20.59% |
$1.3M - $1.47M
|
154K
$8.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
26.1K+ 11.33% |
$1.3M - $1.47M
|
257K
$14.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26K+ 114.89% |
$1.29M - $1.46M
|
48.5K
$2.82M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
25.8KNew |
$1.28M - $1.44M
|
25.8K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.7K+ 54.88% |
$1.23M - $1.39M
|
69.7K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
24.6K+ 71.26% |
$1.22M - $1.38M
|
59.1K
$3.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
23.4K+ 138.98% |
$1.16M - $1.31M
|
40.3K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23.4K+ 22.19% |
$1.16M - $1.31M
|
129K
$7.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.8K+ 333.73% |
$1.08M - $1.22M
|
28.3K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
21.7KNew |
$1.08M - $1.22M
|
21.7K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.5K+ 8.88% |
$1.07M - $1.21M
|
264K
$15.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
18.6KNew |
$925K - $1.04M
|
18.6K
$1.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
18.6K+ 57.76% |
$922K - $1.04M
|
50.7K
$2.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18.3K+ 174.11% |
$908K - $1.02M
|
28.7K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
18K+ 4.42% |
$894K - $1.01M
|
425K
$24.7M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.7K+ 8.27% |
$880K - $993K
|
232K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17.1K+ 140.07% |
$852K - $962K
|
29.4K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
16.7K+ 39.8% |
$832K - $940K
|
58.8K
$3.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.5K+ 35.81% |
$818K - $924K
|
62.4K
$3.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
16.2K+ 30.31% |
$803K - $907K
|
69.5K
$4.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
15.5KNew |
$771K - $870K
|
15.5K
$902K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.6K+ 53.0% |
$726K - $819K
|
42.2K
$2.45M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
14.5K+ 40.97% |
$722K - $816K
|
50K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.4K+ 3.34% |
$717K - $810K
|
446K
$25.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
14.4K+ 29.71% |
$716K - $809K
|
62.9K
$3.66M
|