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 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.98K+ 3.69% |
$107K - $115K
|
55.5K
$2.92M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.97K+ 16.96% |
$106K - $114K
|
13.6K
$714K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.93K+ 4.8% |
$104K - $112K
|
42.1K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.9K+ 42.22% |
$102K - $110K
|
6.4K
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.88KNew |
$102K - $109K
|
1.88K
$99K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.87K+ 28.89% |
$101K - $109K
|
8.35K
$439K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.83K+ 34.08% |
$98.9K - $107K
|
7.22K
$380K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.83KNew |
$98.8K - $106K
|
1.83K
$96.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.82K+ 30.81% |
$98K - $106K
|
7.71K
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.8KNew |
$97.1K - $105K
|
1.8K
$94.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.64K+ 1.93% |
$88.2K - $95.1K
|
86.4K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.63K+ 1.45% |
$88.1K - $95K
|
114K
$6.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.59K+ 50.99% |
$85.7K - $92.4K
|
4.71K
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.59K+ 14.12% |
$85.7K - $92.3K
|
12.8K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.55K+ 11.3% |
$83.7K - $90.2K
|
15.3K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.55K+ 0.81% |
$83.4K - $89.9K
|
191K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.52KNew |
$81.8K - $88.2K
|
1.52K
$79.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.49K+ 9.45% |
$80.5K - $86.8K
|
17.3K
$910K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.49K+ 10.56% |
$80.2K - $86.5K
|
15.6K
$820K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$78.9K - $85.1K
|
1.46K
$77K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.45K+ 6.81% |
$78.3K - $84.4K
|
22.8K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.45K+ 4.32% |
$78.1K - $84.2K
|
35K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.44K+ 13.89% |
$77.6K - $83.6K
|
11.8K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.42K+ 5.25% |
$76.3K - $82.3K
|
28.4K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.4K+ 5.56% |
$75.3K - $81.2K
|
26.5K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.3K+ 19.83% |
$70.1K - $75.6K
|
7.86K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.26KNew |
$68K - $73.3K
|
1.26K
$66.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.26K+ 368.04% |
$67.7K - $73K
|
1.6K
$84K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.25K+ 4.62% |
$67.5K - $72.8K
|
28.3K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.25K+ 12.56% |
$67.2K - $72.4K
|
11.2K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.23K+ 7.41% |
$66.1K - $71.2K
|
17.8K
$935K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.21KNew |
$65.1K - $70.1K
|
1.21K
$63.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.2K+ 8.42% |
$64.5K - $69.5K
|
15.4K
$810K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 7.77% |
$62.7K - $67.6K
|
16.1K
$849K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.15K+ 0.5% |
$62.2K - $67.1K
|
234K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.14K+ 15.84% |
$61.2K - $66K
|
8.3K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.11K+ 31.94% |
$59.9K - $64.6K
|
4.59K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.1KNew |
$59.3K - $63.9K
|
1.1K
$57.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.09K+ 22.1% |
$58.8K - $63.4K
|
6.02K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
1.08K+ 2.05% |
$58.2K - $62.7K
|
53.8K
$2.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.07K+ 82.2% |
$57.6K - $62K
|
2.37K
$124K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.01K+ 312.73% |
$54.3K - $58.6K
|
1.33K
$69.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1K+ 10.64% |
$54.2K - $58.4K
|
10.4K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1K+ 19.61% |
$53.9K - $58.2K
|
6.1K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1KNew |
$53.9K - $58.2K
|
1K
$52.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1K+ 25.0% |
$53.9K - $58.2K
|
5K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
1K+ 100.0% |
$53.9K - $58.2K
|
2K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1K+ 17.35% |
$53.9K - $58.2K
|
6.76K
$356K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
985+ 2.5% |
$53.1K - $57.3K
|
40.4K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
975+ 4.72% |
$52.6K - $56.7K
|
21.6K
$1.14M
|