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 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.54K+ 5.68% |
$424K - $479K
|
159K
$9.24M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.5KNew |
$422K - $477K
|
8.5K
$494K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
8.5KNew |
$422K - $477K
|
8.5K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.49K+ 2.24% |
$422K - $477K
|
388K
$22.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.44K+ 9.45% |
$419K - $473K
|
97.7K
$5.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
8.44K+ 10.83% |
$419K - $473K
|
86.3K
$5.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
8.42K+ 12.61% |
$419K - $473K
|
75.2K
$4.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
8.29KNew |
$412K - $465K
|
8.29K
$482K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.8K+ 3.3% |
$388K - $438K
|
244K
$14.2M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.79K+ 22.42% |
$387K - $437K
|
42.6K
$2.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7.75K+ 7.47% |
$385K - $435K
|
111K
$6.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
7.57K+ 7.17% |
$376K - $425K
|
113K
$6.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.5K+ 94.11% |
$373K - $421K
|
15.5K
$900K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.32K+ 24.01% |
$364K - $411K
|
37.8K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.31K+ 19.56% |
$363K - $410K
|
44.7K
$2.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.24KNew |
$360K - $406K
|
7.24K
$421K
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
7.04K+ 30.69% |
$350K - $395K
|
30K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.97K+ 32.93% |
$347K - $391K
|
28.1K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.95K+ 45.75% |
$346K - $390K
|
22.1K
$1.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
6.95K+ 1.72% |
$345K - $390K
|
412K
$23.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.89K+ 60.12% |
$342K - $387K
|
18.3K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
6.86K+ 4.6% |
$341K - $385K
|
156K
$9.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.7KNew |
$333K - $376K
|
6.7K
$390K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
6.65K+ 22.12% |
$330K - $373K
|
36.7K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.56KNew |
$326K - $368K
|
6.56K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.55K+ 16.03% |
$325K - $367K
|
47.4K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.41K+ 50.16% |
$319K - $360K
|
19.2K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
6.36K+ 2.64% |
$316K - $357K
|
248K
$14.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.33K+ 71.77% |
$314K - $355K
|
15.1K
$880K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.27K+ 10.52% |
$312K - $352K
|
65.9K
$3.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6.26KNew |
$311K - $351K
|
6.26K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.23K+ 19.88% |
$310K - $350K
|
37.6K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.99K+ 8.32% |
$298K - $336K
|
77.9K
$4.53M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.94K+ 12.94% |
$295K - $334K
|
51.9K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.91KNew |
$294K - $332K
|
5.91K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5.91K+ 58.33% |
$294K - $331K
|
16K
$932K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.83K+ 14.38% |
$290K - $327K
|
46.4K
$2.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.78K+ 49.86% |
$287K - $324K
|
17.4K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.73K+ 8.19% |
$285K - $321K
|
75.6K
$4.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.73KNew |
$285K - $321K
|
5.73K
$333K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.72K+ 2.53% |
$284K - $321K
|
232K
$13.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.7K+ 17.72% |
$283K - $320K
|
37.8K
$2.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.61K+ 5.34% |
$279K - $315K
|
111K
$6.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.51K+ 12.22% |
$274K - $309K
|
50.6K
$2.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
5.34KNew |
$266K - $300K
|
5.34K
$311K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.23K+ 21.96% |
$260K - $294K
|
29K
$1.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.23K+ 70.34% |
$260K - $293K
|
12.7K
$736K
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.17KNew |
$257K - $290K
|
5.17K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.97K+ 37.88% |
$247K - $279K
|
18.1K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
4.88KNew |
$243K - $274K
|
4.88K
$284K
|