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 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.36K+ 48.01% |
$235K - $254K
|
13.4K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.32K+ 16.56% |
$233K - $251K
|
30.4K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
4.31KNew |
$233K - $251K
|
4.31K
$210K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.31K+ 71.28% |
$232K - $251K
|
10.4K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.3K+ 4.7% |
$232K - $250K
|
95.8K
$4.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.27KNew |
$230K - $248K
|
4.27K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.25KNew |
$229K - $247K
|
4.25K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
4.24KNew |
$229K - $247K
|
4.24K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
4.23KNew |
$228K - $246K
|
4.23K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.23K+ 48.63% |
$228K - $246K
|
12.9K
$630K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
4.2KNew |
$227K - $244K
|
4.2K
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
4.2KNew |
$226K - $244K
|
4.2K
$205K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
4.15K+ 30.2% |
$224K - $241K
|
17.9K
$872K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
4.12KNew |
$222K - $239K
|
4.12K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.1KNew |
$221K - $239K
|
4.1K
$200K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.1K+ 23.62% |
$221K - $238K
|
21.5K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4.1KNew |
$221K - $238K
|
4.1K
$200K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
4.03KNew |
$217K - $234K
|
4.03K
$197K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.02K+ 55.58% |
$217K - $234K
|
11.3K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4K+ 3007.52% |
$216K - $233K
|
4.13K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4KNew |
$216K - $233K
|
4K
$195K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4K+ 0.58% |
$216K - $233K
|
689K
$33.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.97K+ 52.21% |
$214K - $231K
|
11.6K
$565K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.97K+ 9.36% |
$214K - $231K
|
46.4K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.96K+ 5.27% |
$214K - $230K
|
79.1K
$3.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.95KNew |
$213K - $229K
|
3.95K
$192K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
3.82K+ 35.2% |
$206K - $222K
|
14.7K
$716K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.8KNew |
$205K - $221K
|
3.8K
$185K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.8KNew |
$205K - $221K
|
3.8K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.79K+ 40.39% |
$204K - $220K
|
13.2K
$642K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.77KNew |
$204K - $219K
|
3.77K
$184K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.76KNew |
$203K - $219K
|
3.76K
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.75KNew |
$202K - $218K
|
3.75K
$183K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.73K+ 12.8% |
$201K - $217K
|
32.9K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.73K+ 85.99% |
$201K - $217K
|
8.06K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.7K+ 17.01% |
$199K - $215K
|
25.4K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 11.28% |
$199K - $215K
|
36.4K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.65KNew |
$197K - $212K
|
3.65K
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.63KNew |
$196K - $211K
|
3.63K
$177K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.62K+ 12.59% |
$195K - $210K
|
32.4K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
3.62KNew |
$195K - $210K
|
3.62K
$176K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.61K+ 22.21% |
$195K - $210K
|
19.9K
$969K
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.61K+ 2.73% |
$194K - $210K
|
136K
$6.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.6KNew |
$194K - $209K
|
3.6K
$175K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.58K+ 53.26% |
$193K - $208K
|
10.3K
$503K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.58K+ 4.25% |
$193K - $208K
|
87.8K
$4.28M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.56K+ 8.37% |
$192K - $207K
|
46.1K
$2.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.54K+ 56.72% |
$191K - $206K
|
9.79K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.54K+ 1.43% |
$191K - $206K
|
251K
$12.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.5K+ 166.16% |
$189K - $204K
|
5.61K
$273K
|