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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
245New |
$9.88K - $10.9K
|
245
$13.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
237New |
$9.55K - $10.6K
|
237
$13.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200+ 40.4% |
$8.06K - $8.92K
|
695
$39.3K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
163New |
$6.57K - $7.27K
|
163
$9.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
120New |
$4.84K - $5.35K
|
120
$6.79K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
118New |
$4.76K - $5.27K
|
118
$6.68K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$4.03K - $4.46K
|
100
$5.66K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
100New |
$4.03K - $4.46K
|
100
$5.66K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
86+ 7.98% |
$3.47K - $3.84K
|
1.16K
$65.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
75New |
$3.02K - $3.35K
|
75
$4.24K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
25New |
$1.01K - $1.12K
|
25
$1.41K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 10.0% |
$40.3 - $44.6
|
11
$622
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-330- 73.33% |
$13.3K - $14.7K
|
120
$6.79K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-399- 0.45% |
$16.1K - $17.8K
|
88.3K
$4.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-455- 4.87% |
$18.3K - $20.3K
|
8.89K
$503K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-860- 11.17% |
$34.7K - $38.4K
|
6.84K
$387K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-893- 22.79% |
$36K - $39.8K
|
3.03K
$171K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-912Closed |
$36.8K - $40.7K
|
0
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-944- 10.44% |
$38.1K - $42.1K
|
8.1K
$458K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.32K- 20.71% |
$53.1K - $58.8K
|
5.04K
$285K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.64K- 23.12% |
$66.3K - $73.4K
|
5.47K
$309K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.91K- 4.12% |
$117K - $130K
|
67.8K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.39K- 2.52% |
$137K - $151K
|
131K
$7.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-7.61K- 58.15% |
$307K - $339K
|
5.47K
$310K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-9.04K- 38.16% |
$364K - $403K
|
14.6K
$829K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.04K- 38.08% |
$364K - $403K
|
14.7K
$831K
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-20.3K- 4.98% |
$820K - $907K
|
388K
$22M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.6K- 80.18% |
$949K - $1.05M
|
5.82K
$329K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-33.8K- 62.96% |
$1.36M - $1.51M
|
19.9K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-35.1K- 10.54% |
$1.41M - $1.56M
|
298K
$16.8M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-56.3K- 5.89% |
$2.27M - $2.51M
|
901K
$51M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-70.6K- 66.55% |
$2.84M - $3.15M
|
35.5K
$2.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-430K- 49.5% |
$17.3M - $19.2M
|
439K
$24.8M
|