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 13, 2025 Q4 2024
Marion Wealth Management

BUY
 -
254
+ 2.29%
$13.7K - $14.8K
11.3K $596K
Feb 12, 2025 Q4 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
254
+ 107.63%
$13.7K - $14.8K
490 $25.8K
Jan 24, 2025 Q4 2024
Ogorek Anthony Joseph

BUY
 -
250
New
$13.5K - $14.5K
250 $13.2K
Feb 03, 2025 Q4 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
247
+ 2.62%
$13.3K - $14.4K
9.68K $510K
Jan 29, 2025 Q4 2024
Consolidated Planning Corp

Atlanta, GA
BUY
 -
245
+ 0.87%
$13.2K - $14.2K
28.3K $1.49M
Feb 07, 2025 Q4 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
243
+ 3.04%
$13.1K - $14.1K
8.23K $433K
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
234
+ 6.15%
$12.6K - $13.6K
4.04K $213K
Jan 17, 2025 Q4 2024
Xml Financial, LLC

BUY
 -
225
+ 4.61%
$12.1K - $13.1K
5.11K $269K
Jan 17, 2025 Q4 2024
Albion Financial Group

BUY
 -
210
New
$11.3K - $12.2K
210 $11.1K
Feb 10, 2025 Q4 2024
Pds Planning, Inc

BUY
 -
206
+ 0.56%
$11.1K - $12K
36.9K $1.94M
Feb 11, 2025 Q4 2024
Crowley Wealth Management, Inc.

Wilmington, DE
BUY
 -
200
New
$10.8K - $11.6K
200 $10.5K
Jan 24, 2025 Q4 2024
Round Rock Advisors, LLC

BUY
 -
200
+ 1.42%
$10.8K - $11.6K
14.3K $754K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
200
New
$10.8K - $11.6K
200 $10.5K
Jan 27, 2025 Q4 2024
Iron Horse Wealth Management, LLC

BUY
 -
200
+ 27.03%
$10.8K - $11.6K
940 $49.5K
Jan 13, 2025 Q4 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
198
+ 2.84%
$10.7K - $11.5K
7.18K $378K
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
186
New
$10K - $10.8K
186 $9.79K
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
177
+ 33.02%
$9.55K - $10.3K
713 $37.5K
Jan 15, 2025 Q4 2024
Iam Advisory, LLC

BUY
 -
168
+ 2.85%
$9.06K - $9.77K
6.07K $319K
Jan 13, 2025 Q4 2024
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
151
+ 1.78%
$8.14K - $8.78K
8.65K $455K
Feb 04, 2025 Q4 2024
Dover Advisors, LLC

Richmond, VA
BUY
 -
150
+ 1.27%
$8.09K - $8.72K
12K $630K
Feb 11, 2025 Q4 2024
Heritage Wealth Advisors

BUY
 -
147
+ 25.79%
$7.93K - $8.55K
717 $37.7K
Feb 05, 2025 Q4 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
144
+ 1.78%
$7.77K - $8.37K
8.22K $433K
Feb 14, 2025 Q4 2024
Mendel Capital Management LLC

BUY
 -
139
+ 1.8%
$7.5K - $8.08K
7.86K $414K
Feb 12, 2025 Q4 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
135
+ 13.78%
$7.28K - $7.85K
1.12K $58.7K
Jan 24, 2025 Q4 2024
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
130
+ 1.04%
$7.01K - $7.56K
12.7K $667K
Feb 14, 2025 Q4 2024
Baker Avenue Asset Management, LP

BUY
 -
121
+ 1.98%
$6.53K - $7.04K
6.22K $327K
Jan 23, 2025 Q4 2024
Granite Harbor Advisors, Inc.

Houston, TX
BUY
 -
116
+ 2.83%
$6.26K - $6.75K
4.22K $222K
Feb 14, 2025 Q4 2024
Main Street Group, LTD

Glen Allen, VA
BUY
 -
110
New
$5.93K - $6.4K
110 $5.79K
Feb 05, 2025 Q4 2024
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
103
+ 0.29%
$5.56K - $5.99K
36.2K $1.9M
Jan 21, 2025 Q4 2024
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
102
+ 1.28%
$5.5K - $5.93K
8.06K $424K
Feb 03, 2025 Q4 2024
Tradewinds Capital Management, LLC

BUY
 -
100
New
$5.39K - $5.82K
100 $5.26K
Jan 27, 2025 Q4 2024
Nvwm, LLC

BUY
 -
95
New
$5.12K - $5.52K
95 $5K
Feb 03, 2025 Q4 2024
Centricity Wealth Management, LLC

Westerville, OH
BUY
 -
90
New
$4.85K - $5.23K
90 $4.74K
Jan 23, 2025 Q4 2024
Swmg, LLC

Fort Worth, TX
BUY
 -
89
+ 2.15%
$4.8K - $5.18K
4.23K $223K
Jan 17, 2025 Q4 2024
Goal Vest Advisory LLC

BUY
 -
84
New
$4.53K - $4.88K
84 $4.42K
Jan 28, 2025 Q4 2024
Canvas Wealth Advisors, LLC

BUY
 -
76
+ 2.08%
$4.1K - $4.42K
3.74K $197K
Feb 03, 2025 Q4 2024
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
75
+ 1.88%
$4.05K - $4.36K
4.07K $214K
Jan 30, 2025 Q4 2024
Salomon & Ludwin, LLC

BUY
 -
72
+ 15.79%
$3.88K - $4.19K
528 $27.8K
Jan 16, 2025 Q4 2024
Massmutual Trust CO Fsb

BUY
 -
71
New
$3.83K - $4.13K
71 $3.74K
Jan 31, 2025 Q4 2024
Beta Wealth Group, Inc.

BUY
 -
69
+ 0.05%
$3.72K - $4.01K
142K $7.45M
Jan 14, 2025 Q4 2024
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
68
+ 1.08%
$3.67K - $3.95K
6.36K $335K
Jan 21, 2025 Q4 2024
Vishria Bird Financial Group, LLC

BUY
 -
66
+ 1.24%
$3.56K - $3.84K
5.41K $285K
Feb 05, 2025 Q4 2024
Tower View Investment Management & Research LLC

BUY
 -
61
New
$3.29K - $3.55K
61 $3.21K
Feb 04, 2025 Q4 2024
David R. Rahn & Associates Inc.

BUY
 -
59
+ 0.07%
$3.18K - $3.43K
86.8K $4.57M
Feb 10, 2025 Q4 2024
Cfo4 Life Group, LLC

BUY
 -
55
+ 0.76%
$2.97K - $3.2K
7.33K $386K
Jan 15, 2025 Q4 2024
Procyon Advisors, LLC

BUY
 -
50
+ 0.25%
$2.7K - $2.91K
20.2K $1.06M
Jan 22, 2025 Q4 2024
Asset Dedication, LLC

BUY
 -
50
+ 18.94%
$2.7K - $2.91K
314 $16.5K
Jan 29, 2025 Q4 2024
Quent Capital, LLC

BUY
 -
48
New
$2.59K - $2.79K
48 $2.53K
Jan 14, 2025 Q4 2024
Clarus Wealth Advisors

BUY
 -
41
+ 0.65%
$2.21K - $2.38K
6.32K $333K

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