Purchases and Sales Made in Q4 2024 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 2024. 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 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
938
New
$50.6K - $54.5K
938 $49.4K
Feb 11, 2025 Q4 2024
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
934
New
$50.4K - $54.3K
934 $49.2K
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
930
New
$50.2K - $54.1K
930 $48.9K
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
911
+ 4.92%
$49.1K - $53K
19.4K $1.02M
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
900
+ 9.69%
$48.5K - $52.3K
10.2K $536K
Feb 13, 2025 Q4 2024
Main Street Financial Solutions, LLC

BUY
 -
848
+ 9.52%
$45.7K - $49.3K
9.76K $513K
Feb 13, 2025 Q4 2024
Advisory Services Network, LLC

BUY
 -
820
+ 5.83%
$44.2K - $47.7K
14.9K $783K
Jan 21, 2025 Q4 2024
Flagship Harbor Advisors, LLC

BUY
 -
817
+ 20.61%
$44.1K - $47.5K
4.78K $252K
Feb 03, 2025 Q4 2024
Bear Mountain Capital, Inc.

Seattle, WA
BUY
 -
796
New
$42.9K - $46.3K
796 $41.9K
Jan 31, 2025 Q4 2024
Mcdonald Partners LLC

BUY
 -
788
+ 4.13%
$42.5K - $45.8K
19.9K $1.05M
Feb 10, 2025 Q4 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
735
+ 9.91%
$39.6K - $42.7K
8.15K $429K
Feb 04, 2025 Q4 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
734
+ 9.52%
$39.6K - $42.7K
8.44K $444K
Jan 16, 2025 Q4 2024
Sugar Maple Asset Management, LLC

Sister Bay, WI
BUY
 -
723
New
$39K - $42K
723 $38.1K
Jan 06, 2025 Q4 2024
Capital Market Strategies LLC

BUY
 -
673
+ 7.86%
$36.3K - $39.1K
9.24K $486K
Feb 11, 2025 Q4 2024
Napatree Capital LLC

Westerly, RI
BUY
 -
667
+ 2.93%
$36K - $38.8K
23.5K $1.23M
Jan 29, 2025 Q4 2024
Newport Capital Group, LLC

BUY
 -
636
+ 2.87%
$34.3K - $37K
22.8K $1.2M
Feb 14, 2025 Q4 2024
Morse Asset Management, Inc

Darien, CT
BUY
 -
629
+ 0.96%
$33.9K - $36.6K
66.3K $3.49M
Jan 22, 2025 Q4 2024
Investment Planning Advisors, Inc.

Cumming, GA
BUY
 -
625
+ 1.87%
$33.7K - $36.3K
34K $1.79M
Jan 22, 2025 Q4 2024
Joseph P. Lucia & Associates, LLC

BUY
 -
606
+ 1.79%
$32.7K - $35.2K
34.4K $1.81M
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
592
New
$31.9K - $34.4K
592 $31.2K
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
550
New
$29.7K - $32K
550 $28.9K
Feb 06, 2025 Q4 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
545
+ 1.39%
$29.4K - $31.7K
39.8K $2.1M
Jan 17, 2025 Q4 2024
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
535
+ 0.92%
$28.9K - $31.1K
58.7K $3.09M
Feb 26, 2025 Q4 2024
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
523
New
$28.2K - $30.4K
523 $27.5K
Jan 29, 2025 Q4 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
516
+ 11.35%
$27.8K - $30K
5.06K $266K
Feb 14, 2025 Q4 2024
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
500
+ 13.02%
$27K - $29.1K
4.34K $228K
Feb 06, 2025 Q4 2024
Mainstream Capital Management LLC

Los Angeles, CA
BUY
 -
500
New
$27K - $29.1K
500 $26.3K
Feb 05, 2025 Q4 2024
Jacobi Capital Management LLC

BUY
 -
491
+ 6.99%
$26.5K - $28.6K
7.52K $396K
Feb 05, 2025 Q4 2024
Consilium Wealth Advisory, LLC

BUY
 -
451
+ 2.94%
$24.3K - $26.2K
15.8K $832K
Feb 13, 2025 Q4 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
443
+ 1.97%
$23.9K - $25.8K
22.9K $1.21M
Feb 14, 2025 Q4 2024
Concorde Financial Corp

Dallas, TX
BUY
 -
435
+ 1.01%
$23.5K - $25.3K
43.7K $2.3M
Feb 13, 2025 Q4 2024
Townsquare Capital LLC

BUY
 -
434
+ 10.75%
$23.4K - $25.2K
4.47K $235K
Feb 05, 2025 Q4 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
432
+ 26.2%
$23.3K - $25.1K
2.08K $110K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
428
New
$23.1K - $24.9K
428 $22.5K
Feb 07, 2025 Q4 2024
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
409
New
$22.1K - $23.8K
409 $21.5K
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
392
+ 1.54%
$21.1K - $22.8K
25.8K $1.36M
Feb 14, 2025 Q4 2024
Measured Risk Portfolios, Inc.

San Diego, CA
BUY
 -
382
New
$20.6K - $22.2K
382 $20.1K
Mar 05, 2025 Q4 2024
Castle Rock Wealth Management, LLC

BUY
 -
375
+ 3.89%
$20.2K - $21.8K
10K $527K
Jan 13, 2025 Q4 2024
Marcum Wealth, LLC

BUY
 -
363
+ 6.06%
$19.6K - $21.1K
6.35K $334K
Jan 30, 2025 Q4 2024
Beacon Capital Management, LLC

BUY
 -
353
+ 21.78%
$19K - $20.5K
1.97K $104K
Feb 06, 2025 Q4 2024
Cullen/Frost Bankers, Inc.

BUY
 -
349
New
$18.8K - $20.3K
349 $18.4K
Feb 14, 2025 Q4 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
324
+ 0.53%
$17.5K - $18.8K
61.5K $3.24M
Jan 14, 2025 Q4 2024
E Rn Financial, LLC

BUY
 -
316
+ 3.94%
$17K - $18.4K
8.35K $439K
Feb 10, 2025 Q4 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
313
+ 17.23%
$16.9K - $18.2K
2.13K $112K
Jan 22, 2025 Q4 2024
Fsc Wealth Advisors, LLC

BUY
 -
310
+ 6.12%
$16.7K - $18K
5.38K $283K
Jan 27, 2025 Q4 2024
Crewe Advisors LLC

BUY
 -
309
+ 154.5%
$16.7K - $18K
509 $26.8K
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
281
+ 1.58%
$15.2K - $16.3K
18.1K $953K
Feb 11, 2025 Q4 2024
All Square Wealth Management LLC

Albany, NY
BUY
 -
262
New
$14.1K - $15.2K
262 $13.8K
Jan 07, 2025 Q4 2024
Cva Family Office, LLC

BUY
 -
255
+ 2.42%
$13.8K - $14.8K
10.8K $567K

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