Purchases and Sales Made in Q3 2024 in J P Morgan ETF Tr Nasdaq Equit (JEPQ)

JEPQ Quotes by TradingView

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
Bokf, Na

Tulsa, OK
BUY
 -
570
New
$28.3K - $32K
570 $29.5K
Nov 12, 2024 Q3 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
566
+ 115.51%
$28.1K - $31.8K
1.06K $54.7K
Nov 14, 2024 Q3 2024
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
556
+ 1.79%
$27.6K - $31.2K
31.6K $1.64M
Nov 13, 2024 Q3 2024
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
547
+ 7.41%
$27.2K - $30.7K
7.93K $411K
Oct 23, 2024 Q3 2024
Global Trust Asset Management, LLC

BUY
 -
520
+ 16.8%
$25.8K - $29.2K
3.62K $187K
Oct 15, 2024 Q3 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
509
+ 14.61%
$25.3K - $28.6K
3.99K $207K
Nov 07, 2024 Q3 2024
Atlantic Private Wealth, LLC

BUY
 -
500
New
$24.9K - $28.1K
500 $25.9K
Nov 13, 2024 Q3 2024
Private Trust CO Na

BUY
 -
500
+ 9.01%
$24.9K - $28.1K
6.05K $313K
Feb 13, 2025 Q3 2024
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
479
+ 7.17%
$23.8K - $26.9K
7.16K $371K
Nov 12, 2024 Q3 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
460
+ 11.26%
$22.9K - $25.8K
4.55K $236K
Nov 13, 2024 Q3 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
419
+ 4.95%
$20.8K - $23.5K
8.88K $460K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
400
New
$19.9K - $22.4K
400 $20.7K
Oct 08, 2024 Q3 2024
Partnership Wealth Management, LLC

Towson, MD
BUY
 -
400
New
$19.9K - $22.4K
400 $20.7K
Nov 01, 2024 Q3 2024
Galvin, Gaustad & Stein, LLC

BUY
 -
400
+ 4.24%
$19.9K - $22.4K
9.83K $509K
Oct 17, 2024 Q3 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
377
+ 29.64%
$18.7K - $21.2K
1.65K $85.4K
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
366
+ 3.67%
$18.2K - $20.5K
10.4K $536K
Oct 18, 2024 Q3 2024
Gries Financial LLC

Cleveland, OH
BUY
 -
330
+ 0.76%
$16.4K - $18.5K
43.8K $2.27M
Nov 04, 2024 Q3 2024
Beam Wealth Advisors, Inc.

BUY
 -
322
+ 2.08%
$16K - $18.1K
15.8K $819K
Nov 07, 2024 Q3 2024
Tidemark, LLC

San Diego, CA
BUY
 -
322
New
$16K - $18.1K
322 $16.7K
Nov 14, 2024 Q3 2024
Elco Management Co., LLC

New York, NY
BUY
 -
300
+ 6.25%
$14.9K - $16.8K
5.1K $264K
Oct 29, 2024 Q3 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
294
+ 3.22%
$14.6K - $16.5K
9.44K $489K
Oct 21, 2024 Q3 2024
Fsc Wealth Advisors, LLC

BUY
 -
259
+ 5.38%
$12.9K - $14.5K
5.07K $263K
Oct 09, 2024 Q3 2024
Castle Rock Wealth Management, LLC

BUY
 -
241
+ 2.56%
$12K - $13.5K
9.64K $499K
Oct 29, 2024 Q3 2024
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
232
+ 1.0%
$11.5K - $13K
23.4K $1.21M
Nov 13, 2024 Q3 2024
Townsquare Capital LLC

BUY
 -
232
+ 6.1%
$11.5K - $13K
4.04K $209K
Oct 31, 2024 Q3 2024
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
217
+ 0.37%
$10.8K - $12.2K
58.2K $3.01M
Nov 14, 2024 Q3 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
209
+ 7.22%
$10.4K - $11.7K
3.1K $161K
Oct 04, 2024 Q3 2024
Ridgewood Investments LLC

BUY
 -
200
New
$9.94K - $11.2K
200 $10.4K
Nov 12, 2024 Q3 2024
Crewe Advisors LLC

BUY
 -
200
New
$9.94K - $11.2K
200 $10.4K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
197
New
$9.79K - $11.1K
197 $10.2K
Nov 13, 2024 Q3 2024
Cibc Private Wealth Group, LLC

BUY
 -
190
+ 6.49%
$9.44K - $10.7K
3.12K $161K
Nov 14, 2024 Q3 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
188
+ 7.57%
$9.34K - $10.5K
2.67K $138K
Nov 12, 2024 Q3 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
182
+ 3.08%
$9.05K - $10.2K
6.1K $316K
Nov 12, 2024 Q3 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
175
New
$8.7K - $9.82K
175 $9.07K
Nov 12, 2024 Q3 2024
Heritage Wealth Advisors

BUY
 -
170
+ 42.5%
$8.45K - $9.54K
570 $29.5K
Oct 07, 2024 Q3 2024
Iam Advisory, LLC

BUY
 -
154
+ 2.68%
$7.65K - $8.64K
5.9K $306K
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
151
New
$7.5K - $8.47K
151 $7.82K
Oct 25, 2024 Q3 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
140
+ 0.36%
$6.96K - $7.86K
39.3K $2.04M
Nov 04, 2024 Q3 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
137
+ 1.81%
$6.81K - $7.69K
7.71K $399K
Oct 15, 2024 Q3 2024
Transcend Capital Advisors, LLC

BUY
 -
136
+ 0.47%
$6.76K - $7.63K
29.1K $1.51M
Nov 14, 2024 Q3 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
128
+ 0.26%
$6.36K - $7.18K
49.2K $2.55M
Nov 04, 2024 Q3 2024
Sanctuary Wealth Management, L.L.C.

BUY
 -
114
New
$5.67K - $6.4K
114 $5.91K
Oct 11, 2024 Q3 2024
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
108
+ 2.7%
$5.37K - $6.06K
4.11K $213K
Nov 12, 2024 Q3 2024
Napatree Capital LLC

Westerly, RI
BUY
 -
101
+ 0.45%
$5.02K - $5.67K
22.8K $1.18M
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
100
New
$4.97K - $5.61K
100 $5.18K
Oct 23, 2024 Q3 2024
Allworth Financial LP

BUY
 -
94
+ 7.81%
$4.67K - $5.27K
1.3K $67.2K
Oct 15, 2024 Q3 2024
Cranbrook Wealth Management, LLC

BUY
 -
93
New
$4.62K - $5.22K
93 $4.82K
Oct 07, 2024 Q3 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
90
New
$4.47K - $5.05K
90 $4.66K
Nov 07, 2024 Q3 2024
Cap Partners, LLC

Franklin, TN
BUY
 -
83
+ 0.68%
$4.13K - $4.66K
12.3K $640K

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