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 13, 2024 Q3 2024
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
547
+ 7.41%
$27.2K - $30.7K
7.93K $461K
Oct 23, 2024 Q3 2024
Global Trust Asset Management, LLC

BUY
 -
520
+ 16.8%
$25.8K - $29.2K
3.62K $210K
Oct 15, 2024 Q3 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
509
+ 14.61%
$25.3K - $28.6K
3.99K $232K
Nov 13, 2024 Q3 2024
Private Trust CO Na

BUY
 -
500
+ 9.01%
$24.9K - $28.1K
6.05K $352K
Nov 07, 2024 Q3 2024
Atlantic Private Wealth, LLC

BUY
 -
500
New
$24.9K - $28.1K
500 $29.1K
Nov 12, 2024 Q3 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
460
+ 11.26%
$22.9K - $25.8K
4.55K $264K
Oct 24, 2024 Q3 2024
Salomon & Ludwin, LLC

BUY
 -
456
New
$22.7K - $25.6K
456 $26.5K
Nov 13, 2024 Q3 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
419
+ 4.95%
$20.8K - $23.5K
8.88K $516K
Oct 08, 2024 Q3 2024
Partnership Wealth Management, LLC

Towson, MD
BUY
 -
400
New
$19.9K - $22.4K
400 $23.3K
Nov 01, 2024 Q3 2024
Galvin, Gaustad & Stein, LLC

BUY
 -
400
+ 4.24%
$19.9K - $22.4K
9.83K $571K
Oct 17, 2024 Q3 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
377
+ 29.64%
$18.7K - $21.2K
1.65K $95.9K
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
366
+ 3.67%
$18.2K - $20.5K
10.4K $602K
Oct 18, 2024 Q3 2024
Gries Financial LLC

Cleveland, OH
BUY
 -
330
+ 0.76%
$16.4K - $18.5K
43.8K $2.55M
Nov 04, 2024 Q3 2024
Beam Wealth Advisors, Inc.

BUY
 -
322
+ 2.08%
$16K - $18.1K
15.8K $919K
Nov 07, 2024 Q3 2024
Tidemark, LLC

San Diego, CA
BUY
 -
322
New
$16K - $18.1K
322 $18.7K
Nov 14, 2024 Q3 2024
Elco Management Co., LLC

New York, NY
BUY
 -
300
+ 6.25%
$14.9K - $16.8K
5.1K $297K
Oct 29, 2024 Q3 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
294
+ 3.22%
$14.6K - $16.5K
9.44K $549K
Oct 21, 2024 Q3 2024
Fsc Wealth Advisors, LLC

BUY
 -
259
+ 5.38%
$12.9K - $14.5K
5.07K $295K
Oct 09, 2024 Q3 2024
Castle Rock Wealth Management, LLC

BUY
 -
241
+ 2.56%
$12K - $13.5K
9.64K $560K
Oct 29, 2024 Q3 2024
Greenwich Wealth Management LLC

Greenwich, CT
BUY
 -
232
+ 1.0%
$11.5K - $13K
23.4K $1.36M
Nov 13, 2024 Q3 2024
Townsquare Capital LLC

BUY
 -
232
+ 6.1%
$11.5K - $13K
4.04K $235K
Oct 31, 2024 Q3 2024
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
217
+ 0.37%
$10.8K - $12.2K
58.2K $3.38M
Nov 14, 2024 Q3 2024
Caitlin John, LLC

Brighton, MI
BUY
 -
209
+ 7.22%
$10.4K - $11.7K
3.1K $180K
Oct 04, 2024 Q3 2024
Ridgewood Investments LLC

BUY
 -
200
New
$9.94K - $11.2K
200 $11.6K
Nov 12, 2024 Q3 2024
Crewe Advisors LLC

BUY
 -
200
New
$9.94K - $11.2K
200 $11.6K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
197
New
$9.79K - $11.1K
197 $11.5K
Nov 13, 2024 Q3 2024
Cibc Private Wealth Group, LLC

BUY
 -
190
+ 6.49%
$9.44K - $10.7K
3.12K $181K
Nov 14, 2024 Q3 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
188
+ 7.57%
$9.34K - $10.5K
2.67K $155K
Nov 12, 2024 Q3 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
182
+ 3.08%
$9.05K - $10.2K
6.1K $355K
Nov 12, 2024 Q3 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
175
New
$8.7K - $9.82K
175 $10.2K
Nov 12, 2024 Q3 2024
Heritage Wealth Advisors

BUY
 -
170
+ 42.5%
$8.45K - $9.54K
570 $33.1K
Oct 07, 2024 Q3 2024
Iam Advisory, LLC

BUY
 -
154
+ 2.68%
$7.65K - $8.64K
5.9K $343K
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
151
New
$7.5K - $8.47K
151 $8.78K
Oct 25, 2024 Q3 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
140
+ 0.36%
$6.96K - $7.86K
39.3K $2.28M
Nov 04, 2024 Q3 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
137
+ 1.81%
$6.81K - $7.69K
7.71K $448K
Oct 15, 2024 Q3 2024
Transcend Capital Advisors, LLC

BUY
 -
136
+ 0.47%
$6.76K - $7.63K
29.1K $1.69M
Nov 14, 2024 Q3 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
128
+ 0.26%
$6.36K - $7.18K
49.2K $2.86M
Nov 04, 2024 Q3 2024
Sanctuary Wealth Management, L.L.C.

BUY
 -
114
New
$5.67K - $6.4K
114 $6.63K
Oct 11, 2024 Q3 2024
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
108
+ 2.7%
$5.37K - $6.06K
4.11K $239K
Nov 12, 2024 Q3 2024
Napatree Capital LLC

Westerly, RI
BUY
 -
101
+ 0.45%
$5.02K - $5.67K
22.8K $1.33M
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
100
New
$4.97K - $5.61K
100 $5.82K
Oct 23, 2024 Q3 2024
Allworth Financial LP

BUY
 -
94
+ 7.81%
$4.67K - $5.27K
1.3K $75.5K
Oct 15, 2024 Q3 2024
Cranbrook Wealth Management, LLC

BUY
 -
93
New
$4.62K - $5.22K
93 $5.41K
Oct 07, 2024 Q3 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
90
New
$4.47K - $5.05K
90 $5.23K
Nov 07, 2024 Q3 2024
Cap Partners, LLC

Franklin, TN
BUY
 -
83
+ 0.68%
$4.13K - $4.66K
12.3K $718K
Nov 08, 2024 Q3 2024
Ever Source Wealth Advisors, LLC

BUY
 -
83
+ 166.0%
$4.13K - $4.66K
133 $7.73K
Nov 13, 2024 Q3 2024
Csenge Advisory Group

BUY
 -
82
+ 0.81%
$4.08K - $4.6K
10.2K $590K
Nov 12, 2024 Q3 2024
Seven Bridge Financial Group, LLC

BUY
 -
75
+ 0.51%
$3.73K - $4.21K
14.6K $852K
Nov 14, 2024 Q3 2024
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
72
+ 1.93%
$3.58K - $4.04K
3.81K $221K

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