Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
786K+ 4633.61% |
$31.7M - $35.1M
|
803K
$45.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
781KNew |
$31.5M - $34.8M
|
781K
$44.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
305K+ 108.14% |
$12.3M - $13.6M
|
587K
$33.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
238KNew |
$9.6M - $10.6M
|
238K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
216KNew |
$8.69M - $9.62M
|
216K
$12.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
208KNew |
$8.38M - $9.28M
|
208K
$11.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
183K+ 282.97% |
$7.37M - $8.15M
|
247K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
161KNew |
$6.49M - $7.18M
|
161K
$9.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
161K+ 68.47% |
$6.48M - $7.17M
|
395K
$22.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
154KNew |
$6.2M - $6.87M
|
154K
$8.71M
|
|
|
Mar 17, 2023
Q4 2022
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
151K+ 91.1% |
$6.08M - $6.73M
|
317K
$17.9M
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
128KNew |
$5.15M - $5.7M
|
128K
$7.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
96.6K+ 119.58% |
$3.89M - $4.31M
|
177K
$10M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
77K+ 43.84% |
$3.1M - $3.44M
|
253K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.6K+ 40.7% |
$3.05M - $3.38M
|
262K
$14.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68.5KNew |
$2.76M - $3.06M
|
68.5K
$3.87M
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
66.5KNew |
$2.68M - $2.97M
|
66.5K
$3.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
57.7K+ 35.55% |
$2.32M - $2.57M
|
220K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
52.7K+ 1078.21% |
$2.12M - $2.35M
|
57.6K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
48.8KNew |
$1.97M - $2.18M
|
48.8K
$2.76M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
37.2KNew |
$1.5M - $1.66M
|
37.2K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.5KNew |
$1.43M - $1.58M
|
35.5K
$2.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32.6KNew |
$1.31M - $1.45M
|
32.6K
$1.84M
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
32KNew |
$1.29M - $1.43M
|
32K
$1.81M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.8K+ 125.21% |
$1.28M - $1.42M
|
57.2K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
31.6KNew |
$1.27M - $1.41M
|
31.6K
$1.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
29.2K+ 137.1% |
$1.18M - $1.3M
|
50.5K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
28K+ 179.59% |
$1.13M - $1.25M
|
43.6K
$2.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
27.5KNew |
$1.11M - $1.23M
|
27.5K
$1.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
27.4K+ 26.3% |
$1.11M - $1.22M
|
132K
$7.45M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
24.8KNew |
$999K - $1.11M
|
24.8K
$1.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24.4KNew |
$985K - $1.09M
|
24.4K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
24.2KNew |
$974K - $1.08M
|
24.2K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
22K+ 81.63% |
$888K - $983K
|
49K
$2.77M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
22K+ 81.43% |
$885K - $980K
|
48.9K
$2.77M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
21.9KNew |
$884K - $979K
|
21.9K
$1.24M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20.6K+ 51.12% |
$832K - $921K
|
61K
$3.45M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.5K+ 56.17% |
$784K - $868K
|
54.1K
$3.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
18.1KNew |
$728K - $806K
|
18.1K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18KNew |
$726K - $803K
|
18K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17KNew |
$686K - $759K
|
17K
$962K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
16.4KNew |
$662K - $733K
|
16.4K
$930K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
15.1KNew |
$611K - $676K
|
15.1K
$857K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
14.9K+ 14.74% |
$601K - $666K
|
116K
$6.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
13.5KNew |
$543K - $601K
|
13.5K
$762K
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
13.4KNew |
$540K - $598K
|
13.4K
$758K
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
BUY
|
- |
13.4K+ 7.11% |
$539K - $596K
|
201K
$11.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
13KNew |
$526K - $582K
|
13K
$738K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
12.7KNew |
$511K - $566K
|
12.7K
$718K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.2KNew |
$451K - $499K
|
11.2K
$633K
|