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
|
Jsf Financial, LLC
|
BUY
|
- |
3.5K+ 22.0% |
$189K - $204K
|
19.4K
$946K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.49K+ 873.25% |
$188K - $203K
|
3.89K
$190K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
3.47K+ 10.31% |
$187K - $202K
|
37.2K
$1.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.41K+ 29.04% |
$184K - $198K
|
15.2K
$739K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.36K+ 15.16% |
$181K - $195K
|
25.5K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.35K+ 34.84% |
$180K - $195K
|
13K
$631K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
3.3K+ 126.93% |
$178K - $192K
|
5.89K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.23K+ 82.57% |
$174K - $188K
|
7.14K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.21K+ 16.92% |
$173K - $187K
|
22.2K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.21K+ 17.23% |
$173K - $186K
|
21.8K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.18K+ 17.81% |
$171K - $185K
|
21K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.15K+ 6.99% |
$170K - $183K
|
48.2K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.11K+ 11.54% |
$168K - $181K
|
30.1K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.06K+ 4.41% |
$165K - $178K
|
72.5K
$3.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3K+ 37.5% |
$162K - $174K
|
11K
$536K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.92K+ 4.42% |
$157K - $170K
|
68.8K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.87K+ 4.85% |
$155K - $167K
|
62K
$3.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.84K+ 42.41% |
$153K - $165K
|
9.54K
$465K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.82KNew |
$152K - $164K
|
2.82K
$138K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.72K+ 17.52% |
$147K - $158K
|
18.2K
$888K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.71K+ 66.06% |
$146K - $157K
|
6.81K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.7K+ 37.76% |
$146K - $157K
|
9.86K
$480K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.68K+ 27.23% |
$144K - $156K
|
12.5K
$609K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.64K+ 132.1% |
$143K - $154K
|
4.64K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.63K+ 7.16% |
$142K - $153K
|
39.3K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.61K+ 12.27% |
$141K - $152K
|
23.9K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.55K+ 21.96% |
$137K - $148K
|
14.2K
$690K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.53K+ 4.06% |
$136K - $147K
|
64.7K
$3.15M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.42K+ 2.1% |
$130K - $141K
|
118K
$5.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.4K+ 42.66% |
$129K - $139K
|
8.01K
$391K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
2.33K+ 26.86% |
$126K - $136K
|
11K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.32KNew |
$125K - $135K
|
2.32K
$113K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.31K+ 4.67% |
$124K - $134K
|
51.6K
$2.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.23K+ 256.16% |
$120K - $129K
|
3.1K
$151K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.22KNew |
$120K - $129K
|
2.22K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2.2KNew |
$119K - $128K
|
2.2K
$107K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.19K+ 56.78% |
$118K - $127K
|
6.04K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.16K+ 5.52% |
$117K - $126K
|
41.4K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.16K+ 9.64% |
$117K - $126K
|
24.6K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.14K+ 14.17% |
$115K - $124K
|
17.2K
$838K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2.04K+ 16.73% |
$110K - $119K
|
14.2K
$693K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.04K+ 2.28% |
$110K - $118K
|
91.6K
$4.46M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
2.03KNew |
$109K - $118K
|
2.03K
$98.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.02K+ 6.83% |
$109K - $118K
|
31.6K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.98K+ 3.69% |
$107K - $115K
|
55.5K
$2.71M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.97K+ 16.96% |
$106K - $114K
|
13.6K
$661K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.93K+ 4.8% |
$104K - $112K
|
42.1K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.9K+ 42.22% |
$102K - $110K
|
6.4K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.88KNew |
$102K - $109K
|
1.88K
$91.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.87K+ 28.89% |
$101K - $109K
|
8.35K
$407K
|