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 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
6.25KNew |
$337K - $364K
|
6.25K
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.09K+ 6.23% |
$328K - $354K
|
104K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.05KNew |
$326K - $352K
|
6.05K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.02KNew |
$325K - $350K
|
6.02K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6KNew |
$324K - $349K
|
6K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.97K+ 35.73% |
$322K - $347K
|
22.7K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.91KNew |
$319K - $344K
|
5.91K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.9K+ 12.46% |
$318K - $343K
|
53.3K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
5.88K+ 3.83% |
$317K - $342K
|
160K
$7.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.87K+ 21.06% |
$317K - $341K
|
33.7K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.83KNew |
$315K - $339K
|
5.83K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.74K+ 3.07% |
$310K - $334K
|
193K
$9.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
5.73K+ 31.82% |
$309K - $333K
|
23.8K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.61K+ 23.59% |
$302K - $326K
|
29.4K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.58K+ 44.09% |
$301K - $325K
|
18.2K
$889K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.53K+ 13.11% |
$298K - $321K
|
47.7K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
5.5KNew |
$297K - $320K
|
5.5K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.45K+ 105.38% |
$294K - $317K
|
10.6K
$518K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.45K+ 112.1% |
$294K - $317K
|
10.3K
$502K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.39KNew |
$291K - $313K
|
5.39K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.36K+ 24.98% |
$289K - $312K
|
26.8K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.26K+ 2.51% |
$284K - $306K
|
215K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
5.25KNew |
$283K - $305K
|
5.25K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.24K+ 6.72% |
$282K - $304K
|
83.2K
$4.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.2K+ 9.46% |
$280K - $302K
|
60.1K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.12K+ 42.27% |
$276K - $298K
|
17.2K
$840K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
5.11KNew |
$276K - $297K
|
5.11K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5.06K+ 16.85% |
$273K - $294K
|
35K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5KNew |
$270K - $291K
|
5K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.99K+ 21.36% |
$269K - $290K
|
28.3K
$1.38M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.9K+ 61.92% |
$264K - $285K
|
12.8K
$624K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
4.89K+ 14.21% |
$264K - $284K
|
39.3K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.79K+ 20.43% |
$258K - $279K
|
28.2K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.77K+ 10.68% |
$257K - $277K
|
49.5K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
4.75K+ 24.91% |
$256K - $276K
|
23.8K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.73K+ 9.57% |
$255K - $275K
|
54.1K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.72KNew |
$255K - $275K
|
4.72K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.69K+ 30.96% |
$253K - $273K
|
19.8K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.64K+ 9.44% |
$250K - $270K
|
53.8K
$2.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
4.63KNew |
$249K - $269K
|
4.63K
$225K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
4.61KNew |
$249K - $268K
|
4.61K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.6K+ 24.88% |
$248K - $268K
|
23.1K
$1.13M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
4.55KNew |
$245K - $265K
|
4.55K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.5KNew |
$243K - $262K
|
4.5K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.49K+ 92.39% |
$242K - $261K
|
9.36K
$456K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
4.49KNew |
$242K - $261K
|
4.49K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.46K+ 25.68% |
$241K - $259K
|
21.8K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.4K+ 28.43% |
$237K - $256K
|
19.9K
$969K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.38KNew |
$236K - $254K
|
4.38K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.37K+ 19.53% |
$236K - $254K
|
26.8K
$1.3M
|