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 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.84K+ 5.46% |
$141K - $160K
|
54.9K
$3.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.83K+ 1.81% |
$141K - $159K
|
159K
$9.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.82K+ 14.42% |
$140K - $158K
|
22.4K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.82K+ 54.2% |
$140K - $158K
|
8.03K
$467K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.71K+ 6.81% |
$135K - $152K
|
42.5K
$2.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.67K+ 6.59% |
$132K - $150K
|
43.1K
$2.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.65K+ 19.21% |
$132K - $149K
|
16.4K
$955K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 6.71% |
$131K - $148K
|
41.9K
$2.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.63K+ 72.66% |
$131K - $148K
|
6.25K
$363K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 26.93% |
$122K - $138K
|
11.6K
$675K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 8.03% |
$121K - $137K
|
32.7K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.38K+ 31.65% |
$118K - $134K
|
9.91K
$576K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
2.31K+ 17.2% |
$115K - $130K
|
15.8K
$917K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.27K+ 47.6% |
$113K - $127K
|
7.03K
$409K
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.27K+ 48.05% |
$113K - $127K
|
6.98K
$406K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.24K+ 13.14% |
$112K - $126K
|
19.3K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.2K+ 30.33% |
$109K - $123K
|
9.44K
$549K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.19K+ 12.08% |
$109K - $123K
|
20.3K
$1.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.17K+ 2.48% |
$108K - $122K
|
89.5K
$5.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
2.17K+ 8.32% |
$108K - $121K
|
28.2K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.15K+ 2.86% |
$107K - $121K
|
77.3K
$4.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.14K+ 2.49% |
$106K - $120K
|
88.3K
$5.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.12K+ 5.73% |
$106K - $119K
|
39.2K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.05K+ 10.67% |
$102K - $115K
|
21.3K
$1.24M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2.04K+ 31.22% |
$101K - $114K
|
8.57K
$498K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.99K+ 12.59% |
$99.1K - $112K
|
17.8K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.89K+ 3.19% |
$94K - $106K
|
61.2K
$3.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.86K+ 8.0% |
$92.5K - $104K
|
25.1K
$1.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.76K+ 38.93% |
$87.6K - $98.9K
|
6.29K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.74K+ 31.67% |
$86.5K - $97.7K
|
7.24K
$421K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 5.45% |
$85.4K - $96.4K
|
33.3K
$1.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.7K+ 27.05% |
$84.5K - $95.4K
|
7.99K
$464K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.66K+ 24.13% |
$82.5K - $93.1K
|
8.54K
$497K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.65K+ 10.51% |
$82.1K - $92.7K
|
17.4K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.63K+ 338.05% |
$80.8K - $91.2K
|
2.11K
$123K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.62K+ 17.19% |
$80.7K - $91.1K
|
11.1K
$644K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.61K+ 18.0% |
$79.8K - $90.1K
|
10.5K
$612K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.6K+ 11.35% |
$79.6K - $89.9K
|
15.7K
$914K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.58K+ 3.92% |
$78.6K - $88.7K
|
41.9K
$2.44M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
1.58K+ 2.58% |
$78.5K - $88.6K
|
62.9K
$3.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.58K+ 14.78% |
$78.5K - $88.6K
|
12.3K
$713K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
1.57K+ 1.82% |
$78.1K - $88.1K
|
87.8K
$5.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.57K+ 19.53% |
$78K - $88K
|
9.6K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.56K+ 3.2% |
$77.6K - $87.6K
|
50.4K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.54K+ 2.47% |
$76.3K - $86.2K
|
63.7K
$3.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.52K+ 2.55% |
$75.6K - $85.3K
|
61.3K
$3.56M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.5K+ 19.79% |
$74.6K - $84.2K
|
9.09K
$528K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.5K+ 8.44% |
$74.4K - $83.9K
|
19.2K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.5K+ 25.26% |
$74.3K - $83.9K
|
7.41K
$431K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 422.13% |
$73K - $82.4K
|
1.82K
$106K
|