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
Feb 13, 2025 Q4 2024
Advisory Services Network, LLC

BUY
 -
820
+ 5.83%
$44.2K - $47.7K
14.9K $725K
Jan 21, 2025 Q4 2024
Flagship Harbor Advisors, LLC

BUY
 -
817
+ 20.61%
$44.1K - $47.5K
4.78K $233K
Feb 03, 2025 Q4 2024
Bear Mountain Capital, Inc.

Seattle, WA
BUY
 -
796
New
$42.9K - $46.3K
796 $38.8K
Jan 31, 2025 Q4 2024
Mcdonald Partners LLC

BUY
 -
788
+ 4.13%
$42.5K - $45.8K
19.9K $969K
Jan 28, 2025 Q4 2024
Clarity Wealth Advisors, LLC

BUY
 -
772
+ 2.32%
$41.6K - $44.9K
34K $1.66M
Feb 10, 2025 Q4 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
735
+ 9.91%
$39.6K - $42.7K
8.15K $397K
Feb 04, 2025 Q4 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
734
+ 9.52%
$39.6K - $42.7K
8.44K $412K
Jan 16, 2025 Q4 2024
Sugar Maple Asset Management, LLC

Sister Bay, WI
BUY
 -
723
New
$39K - $42K
723 $35.2K
Jan 06, 2025 Q4 2024
Capital Market Strategies LLC

BUY
 -
673
+ 7.86%
$36.3K - $39.1K
9.24K $450K
Feb 11, 2025 Q4 2024
Napatree Capital LLC

Westerly, RI
BUY
 -
667
+ 2.93%
$36K - $38.8K
23.5K $1.14M
Feb 14, 2025 Q4 2024
Morse Asset Management, Inc

Darien, CT
BUY
 -
629
+ 0.96%
$33.9K - $36.6K
66.3K $3.23M
Jan 22, 2025 Q4 2024
Investment Planning Advisors, Inc.

Cumming, GA
BUY
 -
625
+ 1.87%
$33.7K - $36.3K
34K $1.66M
Jan 22, 2025 Q4 2024
Joseph P. Lucia & Associates, LLC

BUY
 -
606
+ 1.79%
$32.7K - $35.2K
34.4K $1.68M
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
592
New
$31.9K - $34.4K
592 $28.9K
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
550
New
$29.7K - $32K
550 $26.8K
Feb 06, 2025 Q4 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
545
+ 1.39%
$29.4K - $31.7K
39.8K $1.94M
Jan 17, 2025 Q4 2024
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
535
+ 0.92%
$28.9K - $31.1K
58.7K $2.86M
Feb 26, 2025 Q4 2024
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
523
New
$28.2K - $30.4K
523 $25.5K
Jan 29, 2025 Q4 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
516
+ 11.35%
$27.8K - $30K
5.06K $247K
Feb 14, 2025 Q4 2024
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
500
+ 13.02%
$27K - $29.1K
4.34K $212K
Feb 06, 2025 Q4 2024
Mainstream Capital Management LLC

Los Angeles, CA
BUY
 -
500
New
$27K - $29.1K
500 $24.4K
Feb 05, 2025 Q4 2024
Jacobi Capital Management LLC

BUY
 -
491
+ 6.99%
$26.5K - $28.6K
7.52K $366K
Feb 05, 2025 Q4 2024
Consilium Wealth Advisory, LLC

BUY
 -
451
+ 2.94%
$24.3K - $26.2K
15.8K $770K
Feb 13, 2025 Q4 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
443
+ 1.97%
$23.9K - $25.8K
22.9K $1.12M
Feb 14, 2025 Q4 2024
Concorde Financial Corp

Dallas, TX
BUY
 -
435
+ 1.01%
$23.5K - $25.3K
43.7K $2.13M
Feb 13, 2025 Q4 2024
Townsquare Capital LLC

BUY
 -
434
+ 10.75%
$23.4K - $25.2K
4.47K $218K
Feb 05, 2025 Q4 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
432
+ 26.2%
$23.3K - $25.1K
2.08K $101K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
428
New
$23.1K - $24.9K
428 $20.9K
Feb 07, 2025 Q4 2024
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
409
New
$22.1K - $23.8K
409 $19.9K
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
392
+ 1.54%
$21.1K - $22.8K
25.8K $1.26M
Feb 14, 2025 Q4 2024
Measured Risk Portfolios, Inc.

San Diego, CA
BUY
 -
382
New
$20.6K - $22.2K
382 $18.6K
Mar 05, 2025 Q4 2024
Castle Rock Wealth Management, LLC

BUY
 -
375
+ 3.89%
$20.2K - $21.8K
10K $488K
Jan 13, 2025 Q4 2024
Marcum Wealth, LLC

BUY
 -
363
+ 6.06%
$19.6K - $21.1K
6.35K $310K
Jan 30, 2025 Q4 2024
Beacon Capital Management, LLC

BUY
 -
353
+ 21.78%
$19K - $20.5K
1.97K $96.2K
Feb 06, 2025 Q4 2024
Cullen/Frost Bankers, Inc.

BUY
 -
349
New
$18.8K - $20.3K
349 $17K
Feb 14, 2025 Q4 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
324
+ 0.53%
$17.5K - $18.8K
61.5K $3M
Jan 14, 2025 Q4 2024
E Rn Financial, LLC

BUY
 -
316
+ 3.94%
$17K - $18.4K
8.35K $407K
Feb 10, 2025 Q4 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
313
+ 17.23%
$16.9K - $18.2K
2.13K $104K
Jan 22, 2025 Q4 2024
Fsc Wealth Advisors, LLC

BUY
 -
310
+ 6.12%
$16.7K - $18K
5.38K $262K
Jan 27, 2025 Q4 2024
Crewe Advisors LLC

BUY
 -
309
+ 154.5%
$16.7K - $18K
509 $24.8K
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
281
+ 1.58%
$15.2K - $16.3K
18.1K $882K
Feb 11, 2025 Q4 2024
All Square Wealth Management LLC

Albany, NY
BUY
 -
262
New
$14.1K - $15.2K
262 $12.8K
Jan 07, 2025 Q4 2024
Cva Family Office, LLC

BUY
 -
255
+ 2.42%
$13.8K - $14.8K
10.8K $525K
Jan 13, 2025 Q4 2024
Marion Wealth Management

BUY
 -
254
+ 2.29%
$13.7K - $14.8K
11.3K $552K
Feb 12, 2025 Q4 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
254
+ 107.63%
$13.7K - $14.8K
490 $23.9K
Jan 24, 2025 Q4 2024
Ogorek Anthony Joseph

BUY
 -
250
New
$13.5K - $14.5K
250 $12.2K
Feb 03, 2025 Q4 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
247
+ 2.62%
$13.3K - $14.4K
9.68K $472K
Jan 29, 2025 Q4 2024
Consolidated Planning Corp

Atlanta, GA
BUY
 -
245
+ 0.87%
$13.2K - $14.2K
28.3K $1.38M
Feb 07, 2025 Q4 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
243
+ 3.04%
$13.1K - $14.1K
8.23K $401K

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