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 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9.73KNew |
$525K - $566K
|
9.73K
$512K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
9.73K+ 15.46% |
$525K - $566K
|
72.6K
$3.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
9.71K+ 3.38% |
$524K - $565K
|
297K
$15.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.67K+ 33.01% |
$521K - $562K
|
39K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
9.52K+ 34.86% |
$513K - $553K
|
36.8K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.37K+ 20.2% |
$505K - $545K
|
55.7K
$2.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.02K+ 32.26% |
$487K - $525K
|
37K
$1.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
8.96KNew |
$483K - $521K
|
8.96K
$471K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
8.9KNew |
$480K - $517K
|
8.9K
$468K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.86K+ 53.94% |
$478K - $515K
|
25.3K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
8.8K+ 140.47% |
$474K - $511K
|
15.1K
$792K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.78KNew |
$473K - $510K
|
8.78K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.76KNew |
$472K - $509K
|
8.76K
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
8.63KNew |
$465K - $502K
|
8.63K
$454K
|
|
|
Apr 24, 2025
Q4 2024
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
8.56KNew |
$462K - $498K
|
8.56K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
8.53K+ 225.11% |
$460K - $496K
|
12.3K
$649K
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
8.4KNew |
$453K - $488K
|
8.4K
$442K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.4KNew |
$453K - $488K
|
8.4K
$442K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.39K+ 0.26% |
$453K - $488K
|
3.24M
$171M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.38K+ 12.87% |
$452K - $487K
|
73.4K
$3.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.37K+ 16.51% |
$452K - $487K
|
59.1K
$3.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
8.33K+ 33.66% |
$450K - $485K
|
33.1K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.26KNew |
$446K - $480K
|
8.26K
$435K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.2K+ 15.82% |
$443K - $477K
|
60.1K
$3.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
8.08KNew |
$436K - $470K
|
8.08K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.08K+ 17.76% |
$436K - $470K
|
53.6K
$2.82M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
8.04KNew |
$434K - $467K
|
8.04K
$423K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
8KNew |
$431K - $465K
|
8K
$421K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.93K+ 7.22% |
$428K - $461K
|
118K
$6.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.87K+ 178.25% |
$424K - $457K
|
12.3K
$646K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7.75KNew |
$418K - $451K
|
7.75K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.57K+ 104.61% |
$408K - $440K
|
14.8K
$780K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.51K+ 9.99% |
$405K - $436K
|
82.6K
$4.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.5K+ 6.48% |
$405K - $436K
|
123K
$6.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.38K+ 16.18% |
$398K - $429K
|
53K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
7.34KNew |
$396K - $427K
|
7.34K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.33K+ 14.5% |
$396K - $426K
|
57.9K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
7.32KNew |
$395K - $426K
|
7.32K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.27KNew |
$392K - $423K
|
7.27K
$382K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.27K+ 17.33% |
$392K - $422K
|
49.2K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.26KNew |
$392K - $422K
|
7.26K
$382K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
7.21K+ 8.67% |
$389K - $419K
|
90.4K
$4.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.14K+ 28.44% |
$385K - $415K
|
32.3K
$1.7M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.13K+ 56.16% |
$385K - $415K
|
19.8K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
6.78K+ 6.97% |
$366K - $394K
|
104K
$5.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
6.7KNew |
$361K - $389K
|
6.7K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
6.67KNew |
$360K - $388K
|
6.67K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.67KNew |
$360K - $388K
|
6.67K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.59KNew |
$356K - $383K
|
6.59K
$347K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.48K+ 17.24% |
$350K - $377K
|
44.1K
$2.32M
|