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 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
61.2K+ 7.54% |
$3.3M - $3.56M
|
873K
$42.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.6K+ 248.18% |
$3.16M - $3.41M
|
82.3K
$4.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.5K+ 13.87% |
$3.15M - $3.4M
|
480K
$23.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
57.7KNew |
$3.11M - $3.35M
|
57.7K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
54.9KNew |
$2.96M - $3.19M
|
54.9K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
54.8KNew |
$2.95M - $3.19M
|
54.8K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53.4K+ 13.74% |
$2.88M - $3.1M
|
442K
$21.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
46.7K+ 36.31% |
$2.52M - $2.72M
|
175K
$8.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
45.7K+ 80.81% |
$2.47M - $2.66M
|
102K
$4.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.7K+ 4.81% |
$2.41M - $2.6M
|
974K
$47.5M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
44KNew |
$2.37M - $2.56M
|
44K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
44KNew |
$2.37M - $2.56M
|
44K
$2.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
43.3K+ 330.41% |
$2.34M - $2.52M
|
56.5K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
43.2KNew |
$2.33M - $2.51M
|
43.2K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
43K+ 27.55% |
$2.32M - $2.5M
|
199K
$9.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
41.1KNew |
$2.22M - $2.39M
|
41.1K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
40.9KNew |
$2.2M - $2.38M
|
40.9K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
39.6K+ 24.94% |
$2.14M - $2.31M
|
199K
$9.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
38.4K+ 26.65% |
$2.07M - $2.23M
|
183K
$8.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
38.3K+ 29.66% |
$2.07M - $2.23M
|
167K
$8.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
38.2K+ 8.4% |
$2.06M - $2.22M
|
493K
$24M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
37.8K+ 12.61% |
$2.04M - $2.2M
|
337K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
37.6K+ 93.22% |
$2.03M - $2.18M
|
77.8K
$3.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
37.4KNew |
$2.02M - $2.17M
|
37.4K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
37.3K+ 74.98% |
$2.01M - $2.17M
|
87.1K
$4.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
37.2K+ 284.77% |
$2M - $2.16M
|
50.2K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
37KNew |
$2M - $2.15M
|
37K
$1.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
36.1K+ 12.65% |
$1.95M - $2.1M
|
322K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
35.4KNew |
$1.91M - $2.06M
|
35.4K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
34.9K+ 9.23% |
$1.88M - $2.03M
|
413K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
34.2K+ 17.67% |
$1.85M - $1.99M
|
228K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
33K+ 111.77% |
$1.78M - $1.92M
|
62.5K
$3.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
32.7KNew |
$1.77M - $1.9M
|
32.7K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
32.6KNew |
$1.76M - $1.89M
|
32.6K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
32.4KNew |
$1.74M - $1.88M
|
32.4K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
31.8KNew |
$1.71M - $1.85M
|
31.8K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
31.8KNew |
$1.71M - $1.85M
|
31.8K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
31.7K+ 22.54% |
$1.71M - $1.84M
|
172K
$8.39M
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
31.2KNew |
$1.68M - $1.82M
|
31.2K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
30.8K+ 750.78% |
$1.66M - $1.79M
|
34.9K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
30.5KNew |
$1.64M - $1.77M
|
30.5K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
29.3K+ 10.98% |
$1.58M - $1.7M
|
296K
$14.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
28.9K+ 65.85% |
$1.56M - $1.68M
|
72.7K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
28.5K+ 106.19% |
$1.54M - $1.66M
|
55.3K
$2.7M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
28.4KNew |
$1.53M - $1.65M
|
28.4K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
27.4K+ 31.23% |
$1.48M - $1.59M
|
115K
$5.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
27KNew |
$1.46M - $1.57M
|
27K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
27KNew |
$1.46M - $1.57M
|
27K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
25.9K+ 14806.86% |
$1.4M - $1.51M
|
26.1K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.8K+ 53.19% |
$1.39M - $1.5M
|
74.4K
$3.62M
|