Purchases and Sales Made in Q4 2024 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 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 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
27+ 0.87% |
$1.46K - $1.57K
|
3.13K
$153K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20+ 0.37% |
$1.08K - $1.16K
|
5.39K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
16+ 2.31% |
$863 - $930
|
709
$34.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
15+ 2.48% |
$809 - $872
|
620
$30.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15+ 2.17% |
$809 - $872
|
706
$34.4K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
14New |
$755 - $814
|
14
$682
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13+ 0.16% |
$701 - $756
|
7.95K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11New |
$593 - $640
|
11
$536
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8New |
$432 - $465
|
8
$390
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 12.5% |
$432 - $465
|
72
$3.51K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.44% |
$324 - $349
|
1.37K
$66.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
4New |
$216 - $233
|
4
$195
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.42% |
$162 - $174
|
722
$35.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$162 - $174
|
10.2K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.01% |
$53.9 - $58.2
|
15.7K
$766K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 100.0% |
$53.9 - $58.2
|
2
$97.5
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.02% |
$108 - $116
|
8.86K
$432K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3- 0.26% |
$162 - $174
|
1.17K
$56.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-15- 6.12% |
$809 - $872
|
230
$11.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 2.48% |
$1.08K - $1.16K
|
785
$38.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-25- 7.08% |
$1.35K - $1.45K
|
328
$16K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-35- 0.66% |
$1.89K - $2.04K
|
5.3K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-36- 0.78% |
$1.94K - $2.09K
|
4.56K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-37- 4.93% |
$2K - $2.15K
|
713
$34.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-39- 0.25% |
$2.1K - $2.27K
|
15.7K
$763K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-42- 0.47% |
$2.27K - $2.44K
|
8.89K
$433K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-45- 0.86% |
$2.43K - $2.62K
|
5.19K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-55- 0.16% |
$2.97K - $3.2K
|
35.3K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-59- 0.48% |
$3.18K - $3.43K
|
12.3K
$599K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-60- 1.16% |
$3.24K - $3.49K
|
5.09K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-65- 0.51% |
$3.51K - $3.78K
|
12.7K
$619K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-75- 0.3% |
$4.05K - $4.36K
|
24.6K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-81- 0.91% |
$4.37K - $4.71K
|
8.84K
$431K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-89- 3.19% |
$4.8K - $5.18K
|
2.7K
$132K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-115- 1.89% |
$6.2K - $6.69K
|
5.99K
$292K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-117- 77.48% |
$6.31K - $6.8K
|
34
$1.66K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-175- 0.86% |
$9.44K - $10.2K
|
20.2K
$984K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-210- 0.42% |
$11.3K - $12.2K
|
50.2K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-253- 5.64% |
$13.6K - $14.7K
|
4.23K
$206K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-260- 17.81% |
$14K - $15.1K
|
1.2K
$58.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-278- 1.95% |
$15K - $16.2K
|
13.9K
$680K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-324- 1.84% |
$17.5K - $18.8K
|
17.3K
$844K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-333- 4.16% |
$18K - $19.4K
|
7.67K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-374- 1.71% |
$20.2K - $21.7K
|
21.5K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-378- 1.0% |
$20.4K - $22K
|
37.4K
$1.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-380- 16.56% |
$20.5K - $22.1K
|
1.92K
$93.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-395- 3.22% |
$21.3K - $23K
|
11.9K
$579K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-429- 0.67% |
$23.1K - $24.9K
|
63.2K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-440- 1.46% |
$23.7K - $25.6K
|
29.7K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-450- 3.29% |
$24.3K - $26.2K
|
13.2K
$644K
|