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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
38New |
$2.05K - $2.21K
|
38
$2K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
32+ 0.84% |
$1.73K - $1.86K
|
3.84K
$202K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
31+ 1.8% |
$1.67K - $1.8K
|
1.75K
$92.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30+ 0.25% |
$1.62K - $1.74K
|
12K
$631K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
30+ 0.77% |
$1.62K - $1.74K
|
3.93K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
28+ 3.18% |
$1.51K - $1.63K
|
908
$47.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
27+ 0.87% |
$1.46K - $1.57K
|
3.13K
$165K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20+ 0.37% |
$1.08K - $1.16K
|
5.39K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
16+ 2.31% |
$863 - $930
|
709
$37.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
15+ 2.48% |
$809 - $872
|
620
$32.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15+ 2.17% |
$809 - $872
|
706
$37.2K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
14New |
$755 - $814
|
14
$737
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13+ 0.16% |
$701 - $756
|
7.95K
$418K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11New |
$593 - $640
|
11
$579
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 12.5% |
$432 - $465
|
72
$3.79K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8New |
$432 - $465
|
8
$421
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.44% |
$324 - $349
|
1.37K
$72.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
4New |
$216 - $233
|
4
$211
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$162 - $174
|
10.2K
$535K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.42% |
$162 - $174
|
722
$38K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 2.08% |
$53.9 - $58.2
|
49
$2.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.01% |
$53.9 - $58.2
|
15.7K
$827K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 100.0% |
$53.9 - $58.2
|
2
$105
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.02% |
$108 - $116
|
8.86K
$467K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3- 0.26% |
$162 - $174
|
1.17K
$61.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-15- 6.12% |
$809 - $872
|
230
$12.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 2.48% |
$1.08K - $1.16K
|
785
$41.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-25- 7.08% |
$1.35K - $1.45K
|
328
$17.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-35- 0.66% |
$1.89K - $2.04K
|
5.3K
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-36- 0.78% |
$1.94K - $2.09K
|
4.56K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-37- 4.93% |
$2K - $2.15K
|
713
$37.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-39- 0.25% |
$2.1K - $2.27K
|
15.7K
$824K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-42- 0.47% |
$2.27K - $2.44K
|
8.89K
$468K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-45- 0.86% |
$2.43K - $2.62K
|
5.19K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-55- 0.16% |
$2.97K - $3.2K
|
35.3K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-59- 0.48% |
$3.18K - $3.43K
|
12.3K
$647K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-60- 1.16% |
$3.24K - $3.49K
|
5.09K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-65- 0.51% |
$3.51K - $3.78K
|
12.7K
$668K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-75- 0.3% |
$4.05K - $4.36K
|
24.6K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-81- 0.91% |
$4.37K - $4.71K
|
8.84K
$465K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-89- 3.19% |
$4.8K - $5.18K
|
2.7K
$142K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-115- 1.89% |
$6.2K - $6.69K
|
5.99K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-117- 77.48% |
$6.31K - $6.8K
|
34
$1.79K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-175- 0.86% |
$9.44K - $10.2K
|
20.2K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-210- 0.42% |
$11.3K - $12.2K
|
50.2K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-253- 5.64% |
$13.6K - $14.7K
|
4.23K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-260- 17.81% |
$14K - $15.1K
|
1.2K
$63.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-278- 1.95% |
$15K - $16.2K
|
13.9K
$734K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-324- 1.84% |
$17.5K - $18.8K
|
17.3K
$911K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-333- 4.16% |
$18K - $19.4K
|
7.67K
$403K
|