Purchases and Sales Made in Q4 2024 in J P Morgan ETF Tr Nasdaq Equit (JEPQ)

JEPQ Quotes by TradingView

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 13, 2025 Q4 2024
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
1.83K
+ 34.08%
$98.9K - $107K
7.22K $352K
Feb 10, 2025 Q4 2024
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
1.83K
New
$98.8K - $106K
1.83K $89.2K
Jan 24, 2025 Q4 2024
Mc Adam, LLC

BUY
 -
1.82K
+ 30.81%
$98K - $106K
7.71K $376K
Feb 12, 2025 Q4 2024
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1.8K
New
$97.1K - $105K
1.8K $87.7K
Feb 05, 2025 Q4 2024
Cascade Wealth Advisors, Inc

Wenatchee, WA
BUY
 -
1.64K
+ 1.93%
$88.2K - $95.1K
86.4K $4.21M
Feb 14, 2025 Q4 2024
Beck Capital Management, LLC

Austin, TX
BUY
 -
1.63K
+ 1.45%
$88.1K - $95K
114K $5.57M
Feb 12, 2025 Q4 2024
Cibc Private Wealth Group, LLC

BUY
 -
1.59K
+ 50.99%
$85.7K - $92.4K
4.71K $229K
Jan 22, 2025 Q4 2024
Parsons Capital Management Inc

BUY
 -
1.59K
+ 14.12%
$85.7K - $92.3K
12.8K $626K
Feb 10, 2025 Q4 2024
Brown Miller Wealth Management, LLC

BUY
 -
1.55K
+ 11.3%
$83.7K - $90.2K
15.3K $745K
Feb 14, 2025 Q4 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
1.55K
+ 0.81%
$83.4K - $89.9K
191K $9.33M
Feb 06, 2025 Q4 2024
Beam Wealth Advisors, Inc.

BUY
 -
1.49K
+ 9.45%
$80.5K - $86.8K
17.3K $843K
Jan 24, 2025 Q4 2024
Means Investment Co., Inc.

BUY
 -
1.49K
+ 10.56%
$80.2K - $86.5K
15.6K $759K
Jan 10, 2025 Q4 2024
Sugarloaf Wealth Management, LLC

BUY
 -
1.46K
New
$78.9K - $85.1K
1.46K $71.3K
Feb 14, 2025 Q4 2024
Pinnacle Associates LTD

BUY
 -
1.45K
+ 6.81%
$78.3K - $84.4K
22.8K $1.11M
Jan 24, 2025 Q4 2024
Verity Asset Management, Inc.

Durham, NC
BUY
 -
1.45K
+ 4.32%
$78.1K - $84.2K
35K $1.7M
Feb 13, 2025 Q4 2024
Bank Of Montreal

Toronto, A6
BUY
 -
1.44K
+ 13.89%
$77.6K - $83.6K
11.8K $575K
Jan 28, 2025 Q4 2024
Mba Advisors LLC

Hermitage, PA
BUY
 -
1.42K
+ 5.25%
$76.3K - $82.3K
28.4K $1.38M
Feb 13, 2025 Q4 2024
Scotia Capital Inc.

BUY
 -
1.4K
+ 5.56%
$75.3K - $81.2K
26.5K $1.29M
Jan 21, 2025 Q4 2024
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
1.3K
+ 19.83%
$70.1K - $75.6K
7.86K $383K
Feb 12, 2025 Q4 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
1.26K
New
$68K - $73.3K
1.26K $61.4K
Feb 13, 2025 Q4 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.26K
+ 368.04%
$67.7K - $73K
1.6K $77.8K
Feb 14, 2025 Q4 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
1.25K
+ 4.62%
$67.5K - $72.8K
28.3K $1.38M
Jan 29, 2025 Q4 2024
Aft, Forsyth & Company, Inc.

BUY
 -
1.25K
+ 12.56%
$67.2K - $72.4K
11.2K $544K
Feb 13, 2025 Q4 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
1.23K
+ 7.41%
$66.1K - $71.2K
17.8K $866K
Jan 16, 2025 Q4 2024
Ulland Investment Advisors, LLC

BUY
 -
1.21K
New
$65.1K - $70.1K
1.21K $58.8K
Jan 27, 2025 Q4 2024
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
1.2K
+ 8.42%
$64.5K - $69.5K
15.4K $750K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.16K
+ 7.77%
$62.7K - $67.6K
16.1K $786K
Feb 13, 2025 Q4 2024
Argent Trust CO

Nashville, TN
BUY
 -
1.15K
+ 0.5%
$62.2K - $67.1K
234K $11.4M
Feb 13, 2025 Q4 2024
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
1.14K
+ 15.84%
$61.2K - $66K
8.3K $404K
Jan 24, 2025 Q4 2024
Costello Asset Management, Inc

BUY
 -
1.11K
+ 31.94%
$59.9K - $64.6K
4.59K $224K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
1.1K
New
$59.3K - $63.9K
1.1K $53.6K
Feb 07, 2025 Q4 2024
Personal Cfo Solutions, LLC

BUY
 -
1.09K
+ 22.1%
$58.8K - $63.4K
6.02K $294K
Jan 15, 2025 Q4 2024
Grant

BUY
 -
1.08K
+ 2.05%
$58.2K - $62.7K
53.8K $2.62M
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
1.07K
+ 82.2%
$57.6K - $62K
2.37K $115K
Feb 10, 2025 Q4 2024
Tidemark, LLC

San Diego, CA
BUY
 -
1.01K
+ 312.73%
$54.3K - $58.6K
1.33K $64.8K
Feb 07, 2025 Q4 2024
Hexagon Capital Partners LLC

BUY
 -
1K
+ 10.64%
$54.2K - $58.4K
10.4K $509K
Feb 13, 2025 Q4 2024
Elco Management Co., LLC

New York, NY
BUY
 -
1K
+ 19.61%
$53.9K - $58.2K
6.1K $297K
Feb 07, 2025 Q4 2024
Nbt Bank N A

BUY
 -
1K
+ 100.0%
$53.9K - $58.2K
2K $97.5K
Feb 14, 2025 Q4 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1K
New
$53.9K - $58.2K
1K $48.7K
Jan 30, 2025 Q4 2024
Guyasuta Investment Advisors Inc

BUY
 -
1K
+ 25.0%
$53.9K - $58.2K
5K $244K
Feb 14, 2025 Q4 2024
Northern Trust Corp

Chicago, IL
BUY
 -
1K
+ 17.35%
$53.9K - $58.2K
6.76K $330K
Jan 30, 2025 Q4 2024
Secured Retirement Advisors, LLC

St Louis Park, MN
BUY
 -
985
+ 2.5%
$53.1K - $57.3K
40.4K $1.97M
Jan 16, 2025 Q4 2024
Koshinski Asset Management, Inc.

BUY
 -
975
+ 4.72%
$52.6K - $56.7K
21.6K $1.05M
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
938
New
$50.6K - $54.5K
938 $45.7K
Feb 11, 2025 Q4 2024
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
934
New
$50.4K - $54.3K
934 $45.5K
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
930
New
$50.2K - $54.1K
930 $45.3K
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
911
+ 4.92%
$49.1K - $53K
19.4K $947K
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
900
+ 9.69%
$48.5K - $52.3K
10.2K $497K
Feb 13, 2025 Q4 2024
Main Street Financial Solutions, LLC

BUY
 -
848
+ 9.52%
$45.7K - $49.3K
9.76K $476K

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