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 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.5KNew |
$881K - $983K
|
19.5K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
19.4K+ 12.55% |
$876K - $977K
|
174K
$10.1M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
19.3KNew |
$872K - $973K
|
19.3K
$1.12M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
19.2K+ 27.34% |
$864K - $964K
|
89.2K
$5.19M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
18.5KNew |
$832K - $929K
|
18.5K
$1.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
17.8KNew |
$804K - $897K
|
17.8K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.6K+ 7.82% |
$794K - $886K
|
243K
$14.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
17.5K+ 9.01% |
$790K - $882K
|
212K
$12.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
17.4K+ 22.77% |
$786K - $877K
|
93.9K
$5.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
17.4K+ 2.24% |
$784K - $874K
|
795K
$46.2M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
16.7KNew |
$754K - $841K
|
16.7K
$972K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
16.3K+ 11.55% |
$735K - $820K
|
157K
$9.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.8K+ 67.41% |
$714K - $797K
|
39.3K
$2.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
15.1KNew |
$683K - $762K
|
15.1K
$880K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15KNew |
$678K - $756K
|
15K
$874K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14.9KNew |
$671K - $749K
|
14.9K
$865K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
14.9K+ 42.57% |
$671K - $748K
|
49.8K
$2.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.8KNew |
$667K - $744K
|
14.8K
$859K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
14.6K+ 224.52% |
$657K - $733K
|
21.1K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.5KNew |
$654K - $729K
|
14.5K
$843K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.3KNew |
$601K - $670K
|
13.3K
$775K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13KNew |
$588K - $657K
|
13K
$759K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13K+ 30.63% |
$584K - $652K
|
55.2K
$3.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
12.8K+ 6.06% |
$575K - $642K
|
223K
$13M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.6K+ 289.84% |
$568K - $634K
|
17K
$986K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
12.4K+ 37.55% |
$558K - $623K
|
45.4K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 32.03% |
$553K - $617K
|
50.5K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
12KNew |
$541K - $604K
|
12K
$698K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.7K+ 34.73% |
$526K - $587K
|
45.3K
$2.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.3K+ 12.99% |
$510K - $569K
|
98.4K
$5.72M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
11.3K+ 11.42% |
$509K - $568K
|
110K
$6.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
11KNew |
$497K - $554K
|
11K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11KNew |
$496K - $553K
|
11K
$639K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
11KNew |
$494K - $551K
|
11K
$637K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.7KNew |
$482K - $538K
|
10.7K
$621K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
10.4KNew |
$469K - $523K
|
10.4K
$604K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.95K+ 32.11% |
$449K - $501K
|
40.9K
$2.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
9.92K+ 21.73% |
$447K - $499K
|
55.6K
$3.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.86K+ 54.08% |
$445K - $496K
|
28.1K
$1.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
9.63K+ 8.72% |
$434K - $484K
|
120K
$6.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.36K+ 8589.91% |
$422K - $471K
|
9.47K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.28K+ 138.15% |
$418K - $467K
|
16K
$930K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.24K+ 67.66% |
$417K - $465K
|
22.9K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
9.1KNew |
$410K - $458K
|
9.1K
$529K
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
8.93K+ 13.84% |
$403K - $449K
|
73.4K
$4.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.91K+ 14.63% |
$402K - $449K
|
69.8K
$4.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
8.87KNew |
$400K - $446K
|
8.87K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.8KNew |
$397K - $443K
|
8.8K
$512K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
8.54K+ 25.34% |
$385K - $430K
|
42.2K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.44KNew |
$381K - $425K
|
8.44K
$491K
|