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
|
Clarus Wealth Advisors
|
BUY
|
- |
1.42K+ 29.28% |
$70.7K - $79.8K
|
6.28K
$365K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.4K+ 21.48% |
$69.5K - $78.4K
|
7.91K
$460K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.36K+ 10.72% |
$67.8K - $76.5K
|
14.1K
$819K
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.36KNew |
$67.7K - $76.4K
|
1.36K
$79.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.35K+ 6.51% |
$66.9K - $75.5K
|
22K
$1.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.32K+ 16.3% |
$65.6K - $74.1K
|
9.42K
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.32K+ 9.02% |
$65.5K - $73.9K
|
15.9K
$925K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.29K+ 5.52% |
$64.2K - $72.5K
|
24.7K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.2K+ 17.88% |
$59.8K - $67.6K
|
7.94K
$461K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.18KNew |
$58.7K - $66.3K
|
1.18K
$68.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.16K+ 252.39% |
$57.7K - $65.1K
|
1.62K
$94.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.15K+ 27.27% |
$57.2K - $64.5K
|
5.37K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.15K+ 8.84% |
$57K - $64.4K
|
14.1K
$821K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.14K+ 27.14% |
$56.6K - $63.9K
|
5.33K
$310K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.06K+ 3.06% |
$52.7K - $59.5K
|
35.7K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.01K+ 14.55% |
$50.2K - $56.7K
|
7.95K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1KNew |
$49.7K - $56.1K
|
1K
$58.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1K+ 100.0% |
$49.7K - $56.1K
|
2K
$116K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1K+ 27.55% |
$49.7K - $56.1K
|
4.63K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
981+ 4.56% |
$48.8K - $55K
|
22.5K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
980+ 1.15% |
$48.7K - $55K
|
86.4K
$5.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
963+ 0.86% |
$47.9K - $54K
|
113K
$6.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
949+ 5.23% |
$47.2K - $53.2K
|
19.1K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
928+ 8.99% |
$46.1K - $52.1K
|
11.3K
$654K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
900+ 15.92% |
$44.7K - $50.5K
|
6.56K
$381K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
869New |
$43.2K - $48.8K
|
869
$50.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
865+ 4.44% |
$43K - $48.5K
|
20.4K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
862+ 9.26% |
$42.8K - $48.4K
|
10.2K
$591K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
806+ 2.29% |
$40.1K - $45.2K
|
36.1K
$2.1M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
805New |
$40K - $45.2K
|
805
$46.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
790+ 39.5% |
$39.3K - $44.3K
|
2.79K
$162K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
778+ 20.76% |
$38.7K - $43.7K
|
4.53K
$263K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
761+ 9.34% |
$37.8K - $42.7K
|
8.91K
$518K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
750New |
$37.3K - $42.1K
|
750
$43.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
750+ 2.55% |
$37.3K - $42.1K
|
30.1K
$1.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
738+ 16.41% |
$36.7K - $41.4K
|
5.24K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
734+ 1.64% |
$36.5K - $41.2K
|
45.5K
$2.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
725+ 5.5% |
$36K - $40.7K
|
13.9K
$809K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
691New |
$34.3K - $38.8K
|
691
$40.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
684+ 1.97% |
$34K - $38.4K
|
35.4K
$2.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
658+ 4.85% |
$32.7K - $36.9K
|
14.2K
$827K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
648+ 1.46% |
$32.2K - $36.4K
|
45K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
636+ 8.03% |
$31.6K - $35.7K
|
8.56K
$498K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
605New |
$30.1K - $33.9K
|
605
$35.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
588+ 1.97% |
$29.2K - $33K
|
30.5K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
584+ 3.86% |
$29K - $32.8K
|
15.7K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
575+ 250.0% |
$28.6K - $32.3K
|
805
$46.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
570New |
$28.3K - $32K
|
570
$33.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
566+ 115.51% |
$28.1K - $31.8K
|
1.06K
$61.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
556+ 1.79% |
$27.6K - $31.2K
|
31.6K
$1.84M
|