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
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.22K+ 14.28% |
$235K - $263K
|
41.8K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
5.2K+ 1.96% |
$235K - $262K
|
270K
$15.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.11K+ 52.81% |
$230K - $257K
|
14.8K
$859K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5KNew |
$225K - $252K
|
5K
$291K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.96KNew |
$224K - $250K
|
4.96K
$288K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.83KNew |
$218K - $243K
|
4.83K
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.78KNew |
$216K - $241K
|
4.78K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.74KNew |
$214K - $238K
|
4.74K
$275K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
4.7K+ 24.1% |
$212K - $237K
|
24.2K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.7KNew |
$212K - $236K
|
4.7K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.64KNew |
$209K - $234K
|
4.64K
$270K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.63KNew |
$209K - $233K
|
4.63K
$269K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.56K+ 50.91% |
$206K - $230K
|
13.5K
$786K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.56K+ 12.06% |
$206K - $230K
|
42.4K
$2.46M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.53K+ 41.93% |
$204K - $228K
|
15.3K
$891K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.52K+ 6.04% |
$204K - $227K
|
79.4K
$4.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.44KNew |
$200K - $223K
|
4.44K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.42KNew |
$200K - $223K
|
4.42K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.42K+ 86.57% |
$199K - $222K
|
9.52K
$553K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.27K+ 14.24% |
$192K - $215K
|
34.2K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.24KNew |
$191K - $213K
|
4.24K
$247K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.21KNew |
$190K - $212K
|
4.21K
$245K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.19K+ 47.15% |
$189K - $211K
|
13.1K
$760K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.12K+ 39.18% |
$186K - $207K
|
14.6K
$851K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.1KNew |
$185K - $206K
|
4.1K
$239K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.04K+ 28.69% |
$182K - $203K
|
18.1K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
4.01K+ 6.39% |
$181K - $202K
|
66.8K
$3.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
4.01KNew |
$181K - $202K
|
4.01K
$233K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.9K+ 32.35% |
$176K - $196K
|
15.9K
$927K
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.68K+ 16.38% |
$166K - $185K
|
26.2K
$1.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.65K+ 7.55% |
$164K - $184K
|
52K
$3.02M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.63K+ 24.22% |
$164K - $183K
|
18.6K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.63K+ 55.37% |
$164K - $183K
|
10.2K
$592K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.29K+ 31.5% |
$148K - $166K
|
13.7K
$799K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.22K+ 15.81% |
$145K - $162K
|
23.6K
$1.37M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
3.21K+ 26.18% |
$145K - $161K
|
15.5K
$898K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
3.2KNew |
$144K - $161K
|
3.2K
$186K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.13K+ 6.46% |
$141K - $158K
|
51.6K
$3M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.1K+ 14.54% |
$140K - $156K
|
24.4K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.97K+ 1.44% |
$134K - $150K
|
210K
$12.2M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.95K+ 16.71% |
$133K - $148K
|
20.6K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.89KNew |
$130K - $146K
|
2.89K
$168K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.77K+ 153.89% |
$125K - $139K
|
4.57K
$266K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.69K+ 367.76% |
$121K - $135K
|
3.42K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2.66K+ 13.19% |
$120K - $134K
|
22.8K
$1.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.56K+ 50.08% |
$116K - $129K
|
7.68K
$446K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.52K+ 1026.94% |
$113K - $127K
|
2.76K
$161K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
2.18K+ 7.11% |
$98.1K - $109K
|
32.8K
$1.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
2.14K+ 20.68% |
$96.5K - $108K
|
12.5K
$726K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.1K+ 12.89% |
$94.5K - $105K
|
18.3K
$1.07M
|