Purchases and Sales Made in Q4 2023 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 2023. 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 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.5M+ 219.28% |
$203M - $227M
|
6.56M
$381M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.91M+ 52.51% |
$131M - $146M
|
8.44M
$491M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.32M+ 12579.2% |
$105M - $117M
|
2.34M
$136M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.73M+ 5236.28% |
$77.9M - $86.9M
|
1.76M
$102M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.42M+ 39.04% |
$64.1M - $71.5M
|
5.06M
$294M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.39M+ 100.94% |
$62.8M - $70M
|
2.77M
$161M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
882KNew |
$39.8M - $44.4M
|
882K
$51.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
577KNew |
$26M - $29M
|
577K
$33.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
474KNew |
$21.4M - $23.8M
|
474K
$27.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
457K+ 143.25% |
$20.6M - $23M
|
777K
$45.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
418K+ 32.68% |
$18.8M - $21M
|
1.7M
$98.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
379K+ 18.74% |
$17.1M - $19.1M
|
2.4M
$139M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
338K+ 681.47% |
$15.2M - $17M
|
387K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
293K+ 448.4% |
$13.2M - $14.8M
|
359K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
260K+ 5195.96% |
$11.7M - $13.1M
|
265K
$15.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
227K+ 18.78% |
$10.3M - $11.4M
|
1.44M
$83.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
207KNew |
$9.35M - $10.4M
|
207K
$12M
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
193K+ 105.78% |
$8.72M - $9.73M
|
376K
$21.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
189K+ 167.76% |
$8.51M - $9.5M
|
301K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
184KNew |
$8.31M - $9.27M
|
184K
$10.7M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
181KNew |
$8.15M - $9.09M
|
181K
$10.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
179KNew |
$8.08M - $9.01M
|
179K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
179KNew |
$8.07M - $9.01M
|
179K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
166K+ 36.49% |
$7.47M - $8.33M
|
620K
$36M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
155K+ 2572.88% |
$6.99M - $7.8M
|
161K
$9.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
154K+ 2075.7% |
$6.96M - $7.76M
|
162K
$9.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
153K+ 36.39% |
$6.91M - $7.71M
|
575K
$33.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
148K+ 107.71% |
$6.66M - $7.43M
|
285K
$16.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
138K+ 1572.08% |
$6.23M - $6.95M
|
147K
$8.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
137K+ 172.61% |
$6.17M - $6.89M
|
216K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
127K+ 34.91% |
$5.73M - $6.4M
|
491K
$28.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
126K+ 1416.96% |
$5.68M - $6.33M
|
135K
$7.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
118KNew |
$5.33M - $5.94M
|
118K
$6.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
112KNew |
$5.05M - $5.63M
|
112K
$6.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
112K+ 46.23% |
$5.03M - $5.61M
|
353K
$20.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
105KNew |
$4.73M - $5.28M
|
105K
$6.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
104K+ 93.63% |
$4.71M - $5.25M
|
216K
$12.5M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
104KNew |
$4.67M - $5.22M
|
104K
$6.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
102K+ 96.21% |
$4.59M - $5.13M
|
208K
$12.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.3K+ 5.29% |
$4.3M - $4.8M
|
1.9M
$110M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
86K+ 12.61% |
$3.88M - $4.33M
|
768K
$44.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
81.7K+ 1056.41% |
$3.69M - $4.11M
|
89.4K
$5.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
78.9KNew |
$3.56M - $3.97M
|
78.9K
$4.59M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
76.5K+ 18.47% |
$3.45M - $3.85M
|
491K
$28.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
70.3KNew |
$3.17M - $3.54M
|
70.3K
$4.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
67.3K+ 31.48% |
$3.04M - $3.39M
|
281K
$16.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
66K+ 14.19% |
$2.98M - $3.32M
|
531K
$30.9M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
65.3K+ 887.29% |
$2.95M - $3.29M
|
72.7K
$4.23M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
65.1K+ 112.35% |
$2.94M - $3.28M
|
123K
$7.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
63.6K+ 9.02% |
$2.87M - $3.2M
|
769K
$44.7M
|