Purchases and Sales Made in Q4 2022 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 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
Jan 27, 2023 Q4 2022
Advisory Resource Group

BUY
 -
11K
+ 18.85%
$444K - $491K
69.4K $3.92M
Jan 30, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
10.9K
New
$439K - $486K
10.9K $616K
Feb 08, 2023 Q4 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
10.9K
New
$438K - $485K
10.9K $615K
Feb 02, 2023 Q4 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
9.28K
New
$374K - $414K
9.28K $525K
Sep 11, 2024 Q4 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
9.19K
+ 119.36%
$371K - $410K
16.9K $956K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
9.02K
+ 160.6%
$364K - $403K
14.6K $828K
Jan 25, 2023 Q4 2022
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
8.68K
New
$350K - $387K
8.68K $491K
Jan 18, 2023 Q4 2022
Mcdonald Partners LLC

BUY
 -
8.02K
New
$323K - $358K
8.02K $454K
Jan 05, 2023 Q4 2022
Modus Advisors, LLC

BUY
 -
7.38K
New
$297K - $329K
7.38K $417K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
7.2K
New
$290K - $321K
7.2K $408K
Jan 26, 2023 Q4 2022
Seven Bridge Financial Group, LLC

BUY
 -
6.63K
New
$267K - $296K
6.63K $375K
Feb 10, 2023 Q4 2022
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
6.6K
New
$266K - $294K
6.6K $373K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
6.59K
New
$266K - $294K
6.59K $373K
Feb 14, 2023 Q4 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
6.5K
New
$262K - $290K
6.5K $368K
Feb 15, 2023 Q4 2022
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
6.36K
New
$256K - $284K
6.36K $360K
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.27K
New
$253K - $280K
6.27K $355K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
5.9K
New
$238K - $263K
5.9K $334K
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
5.89K
+ 35.78%
$237K - $263K
22.3K $1.26M
Jul 09, 2024 Q4 2022
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
5.81K
New
$234K - $259K
5.81K $329K
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
5.32K
+ 10.81%
$214K - $237K
54.5K $3.08M
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
5.32K
+ 275.39%
$214K - $237K
7.25K $410K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
5.3K
New
$214K - $236K
5.3K $300K
Jan 31, 2023 Q4 2022
Kestra Private Wealth Services, LLC

BUY
 -
5.13K
New
$207K - $229K
5.13K $290K
Jan 12, 2023 Q4 2022
Hennion & Walsh Asset Management, Inc.

BUY
 -
5.05K
+ 13.92%
$204K - $225K
41.3K $2.34M
Feb 08, 2023 Q4 2022
Seaview Investment Managers LLC

BUY
 -
5.01K
New
$202K - $224K
5.01K $284K
Jan 12, 2023 Q4 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
4.58K
+ 10.78%
$185K - $204K
47.1K $2.66M
Feb 02, 2023 Q4 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
4.58K
+ 56.46%
$185K - $204K
12.7K $718K
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
3.88K
New
$156K - $173K
3.88K $219K
Jan 23, 2023 Q4 2022
Cambridge Advisors Inc.

BUY
 -
3.75K
+ 17.16%
$151K - $167K
25.6K $1.45M
Feb 13, 2023 Q4 2022
Kraematon Investment Advisors, Inc

BUY
 -
3.65K
New
$147K - $163K
3.65K $207K
Feb 06, 2023 Q4 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
3.25K
+ 30.13%
$131K - $145K
14.1K $795K
Feb 02, 2023 Q4 2022
Simplex Trading, LLC

BUY
 -
2.93K
New
$118K - $131K
2.93K $165K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
2.74K
+ 53.45%
$110K - $122K
7.86K $444K
Jan 19, 2023 Q4 2022
Xcel Wealth Management, LLC

BUY
 -
2.69K
+ 12.72%
$108K - $120K
23.8K $1.35M
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.03K
+ 810.8%
$81.7K - $90.4K
2.28K $129K
Jan 13, 2023 Q4 2022
Cooper Financial Group

BUY
 -
1.81K
+ 17.59%
$73.1K - $80.9K
12.1K $686K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
1.79K
New
$72K - $79.7K
1.79K $101K
Feb 10, 2023 Q4 2022
Centaurus Financial, Inc.

BUY
 -
1.78K
+ 20.73%
$71.6K - $79.2K
10.3K $585K
Jan 20, 2023 Q4 2022
Meridian Financial Partners LLC

BUY
 -
1.73K
+ 2.26%
$69.6K - $77.1K
78.1K $4.42M
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
1.72K
New
$69.2K - $76.6K
1.72K $97.1K
Feb 13, 2023 Q4 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.59K
+ 28.95%
$64.2K - $71.1K
7.1K $401K
Jan 20, 2023 Q4 2022
Zimmermann Investment Management & Planning LLC

BUY
 -
1.51K
+ 26.14%
$60.8K - $67.3K
7.28K $412K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.24K
+ 1.92%
$50.1K - $55.4K
65.8K $3.72M
Feb 14, 2023 Q4 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
1.15K
+ 7.09%
$46.5K - $51.5K
17.4K $986K
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
1.15K
New
$46.2K - $51.2K
1.15K $64.9K
Jan 23, 2023 Q4 2022
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
1.1K
New
$44.3K - $49.1K
1.1K $62.2K
Feb 15, 2023 Q4 2022
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
1K
+ 16.74%
$40.3K - $44.6K
6.98K $395K
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
604
New
$24.3K - $27K
604 $34.2K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

BUY
 -
330
New
$13.3K - $14.7K
330 $18.7K

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