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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
14.3K+ 49.6% |
$709K - $801K
|
43K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
14.2K+ 130.9% |
$707K - $798K
|
25.1K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
14.2KNew |
$704K - $794K
|
14.2K
$823K
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
14K+ 11.83% |
$695K - $785K
|
132K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
13.8K+ 16.53% |
$687K - $775K
|
97.4K
$5.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
13.8K+ 4.72% |
$685K - $773K
|
305K
$17.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
13.7KNew |
$683K - $771K
|
13.7K
$799K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$683K - $771K
|
13.7K
$799K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
13.6K+ 99.09% |
$675K - $762K
|
27.3K
$1.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.3K+ 17.9% |
$659K - $744K
|
87.3K
$5.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
13.1K+ 4.03% |
$653K - $737K
|
339K
$19.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
13.1KNew |
$652K - $736K
|
13.1K
$763K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
13K+ 76.47% |
$646K - $729K
|
30K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12.8K+ 3.92% |
$638K - $720K
|
340K
$19.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.4K+ 123.7% |
$615K - $695K
|
22.4K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
12.3K+ 31.01% |
$610K - $689K
|
51.9K
$3.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12.1K+ 14.85% |
$604K - $682K
|
94K
$5.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$602K - $679K
|
12.1K
$704K
|
|
|
Oct 29, 2024
Q3 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
12.1K+ 14.13% |
$602K - $679K
|
97.7K
$5.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.8K+ 7.99% |
$586K - $661K
|
159K
$9.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.5K+ 10.92% |
$572K - $646K
|
117K
$6.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
11.4K+ 7.75% |
$565K - $638K
|
158K
$9.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.2K+ 10.88% |
$557K - $629K
|
114K
$6.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
11K+ 804.63% |
$545K - $615K
|
12.3K
$716K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.8K+ 141.27% |
$538K - $608K
|
18.5K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
10.8K+ 184.84% |
$535K - $604K
|
16.6K
$965K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.4K+ 120.11% |
$515K - $582K
|
19K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.4K+ 35.86% |
$515K - $581K
|
39.2K
$2.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.3K+ 105.1% |
$514K - $581K
|
20.2K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.3K+ 71.74% |
$513K - $579K
|
24.7K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
10.2K+ 7.78% |
$508K - $573K
|
142K
$8.23M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.2K+ 64.24% |
$505K - $571K
|
26K
$1.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
10K+ 20.04% |
$499K - $563K
|
60.1K
$3.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
10K+ 13.67% |
$497K - $561K
|
83.1K
$4.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9.98K+ 9.43% |
$496K - $560K
|
116K
$6.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.92K+ 75.47% |
$493K - $556K
|
23.1K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.76K+ 18.63% |
$485K - $548K
|
62.1K
$3.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.7K+ 14.83% |
$482K - $544K
|
75.1K
$4.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.6K+ 48.73% |
$477K - $538K
|
29.3K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.47K+ 11.55% |
$471K - $531K
|
91.5K
$5.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.39KNew |
$466K - $527K
|
9.39K
$546K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.31K+ 7.6% |
$463K - $522K
|
132K
$7.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.18K+ 25.21% |
$456K - $515K
|
45.6K
$2.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.02K+ 22.37% |
$448K - $506K
|
49.4K
$2.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
9.01K+ 20.61% |
$448K - $506K
|
52.7K
$3.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.01K+ 6.21% |
$448K - $506K
|
154K
$8.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
8.73K+ 42.76% |
$434K - $490K
|
29.1K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
8.7KNew |
$432K - $488K
|
8.7K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
8.65K+ 38.42% |
$430K - $485K
|
31.2K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.55K+ 104.84% |
$425K - $480K
|
16.7K
$971K
|