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 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
25.8K+ 29.56% |
$1.39M - $1.5M
|
113K
$5.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
25.5K+ 8.34% |
$1.37M - $1.48M
|
331K
$16.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
25.4K+ 78.54% |
$1.37M - $1.48M
|
57.8K
$2.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
25.2K+ 32.33% |
$1.36M - $1.47M
|
103K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
24.8KNew |
$1.34M - $1.44M
|
24.8K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
23.8K+ 155.4% |
$1.28M - $1.38M
|
39.1K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
23.3K+ 15.12% |
$1.26M - $1.36M
|
177K
$8.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.8K+ 20.58% |
$1.23M - $1.32M
|
133K
$6.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22K+ 32.95% |
$1.19M - $1.28M
|
88.7K
$4.32M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
21.8K+ 1674.21% |
$1.18M - $1.27M
|
23.1K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
21.8K+ 23.2% |
$1.18M - $1.27M
|
116K
$5.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21.7KNew |
$1.17M - $1.26M
|
21.7K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
21.6K+ 152.59% |
$1.17M - $1.26M
|
35.8K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21.2K+ 9.17% |
$1.14M - $1.23M
|
253K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.1K+ 89.27% |
$1.14M - $1.23M
|
44.7K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
21.1KNew |
$1.14M - $1.22M
|
21.1K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
20.8K+ 41.61% |
$1.12M - $1.21M
|
70.8K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
20.7K+ 17.82% |
$1.12M - $1.21M
|
137K
$6.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
20.3K+ 7.27% |
$1.1M - $1.18M
|
300K
$14.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
20KNew |
$1.08M - $1.16M
|
20K
$975K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
19.7K+ 48.84% |
$1.06M - $1.14M
|
60K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
19.6K+ 15.44% |
$1.06M - $1.14M
|
147K
$7.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.5K+ 4.37% |
$1.05M - $1.13M
|
466K
$22.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
19.2K+ 87.36% |
$1.04M - $1.12M
|
41.3K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
19.2KNew |
$1.03M - $1.11M
|
19.2K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
19.1KNew |
$1.03M - $1.11M
|
19.1K
$931K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.9K+ 42.52% |
$1.02M - $1.1M
|
63.4K
$3.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
18.9KNew |
$1.02M - $1.1M
|
18.9K
$921K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.8K+ 34.45% |
$1.02M - $1.09M
|
73.5K
$3.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.3K+ 25.76% |
$987K - $1.06M
|
89.3K
$4.35M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
18.2K+ 94.6% |
$980K - $1.06M
|
37.4K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.1K+ 18.93% |
$975K - $1.05M
|
114K
$5.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
18KNew |
$972K - $1.05M
|
18K
$878K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18K+ 121.54% |
$971K - $1.05M
|
32.8K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 4.81% |
$971K - $1.05M
|
392K
$19.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
18K+ 84.69% |
$969K - $1.05M
|
39.2K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
17.9KNew |
$967K - $1.04M
|
17.9K
$874K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
17.9K+ 27.92% |
$965K - $1.04M
|
82K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.7KNew |
$957K - $1.03M
|
17.7K
$865K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
17.6K+ 109.52% |
$947K - $1.02M
|
33.6K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
17.4K+ 26.53% |
$941K - $1.01M
|
83.2K
$4.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
17.3K+ 29.42% |
$933K - $1.01M
|
76.1K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.2KNew |
$927K - $1M
|
17.2K
$838K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.9K+ 3298.24% |
$909K - $980K
|
17.4K
$846K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
16.7K+ 10.55% |
$899K - $969K
|
175K
$8.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.3K+ 12.82% |
$881K - $950K
|
144K
$7.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
16.2KNew |
$873K - $941K
|
16.2K
$789K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
16K+ 44.84% |
$864K - $931K
|
51.7K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
15.5KNew |
$835K - $901K
|
15.5K
$755K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
15.3K+ 44.31% |
$825K - $889K
|
49.8K
$2.43M
|