Latest Institutional Transactions on J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This table provides information on the latest institutional transactions involving J P Morgan ETF Tr Nasdaq Equit (JEPQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
10.1KNew |
$544K - $587K
|
10.1K
$581K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
189K+ 106.26% |
$10.2M - $11M
|
367K
$21.1M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8New |
$432 - $465
|
8
$461
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
353K+ 240.58% |
$19M - $20.5M
|
499K
$28.8M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
2.03KNew |
$109K - $118K
|
2.03K
$117K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.4KNew |
$615K - $663K
|
11.4K
$656K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
5.11KNew |
$276K - $297K
|
5.11K
$294K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
36.1K+ 12.65% |
$1.95M - $2.1M
|
322K
$18.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12K- 48.63% |
$648K - $699K
|
12.7K
$731K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.27K- 4.37% |
$122K - $132K
|
49.6K
$2.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
428New |
$23.1K - $24.9K
|
428
$24.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-575- 2.21% |
$31K - $33.4K
|
25.4K
$1.46M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-29.7K- 6.25% |
$1.6M - $1.73M
|
446K
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
629+ 0.96% |
$33.9K - $36.6K
|
66.3K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.87K- 6.01% |
$101K - $109K
|
29.2K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15+ 2.17% |
$809 - $872
|
706
$40.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
500+ 13.02% |
$27K - $29.1K
|
4.34K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.5K+ 4.37% |
$1.05M - $1.13M
|
466K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
122K+ 3.42% |
$6.6M - $7.11M
|
3.7M
$213M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-253- 5.64% |
$13.6K - $14.7K
|
4.23K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.3K+ 25.76% |
$987K - $1.06M
|
89.3K
$5.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
5.88K+ 3.83% |
$317K - $342K
|
160K
$9.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.36K+ 138.7% |
$343K - $370K
|
10.9K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-98.5K- 38.08% |
$5.31M - $5.73M
|
160K
$9.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1K+ 17.35% |
$53.9K - $58.2K
|
6.76K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2.3K- 3.67% |
$124K - $134K
|
60.3K
$3.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.12K+ 42.27% |
$276K - $298K
|
17.2K
$992K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
671K+ 49.83% |
$36.2M - $39M
|
2.02M
$116M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
561K+ 22.88% |
$30.3M - $32.6M
|
3.01M
$173M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
255KNew |
$13.7M - $14.8M
|
255K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.9K+ 174.06% |
$804K - $866K
|
23.5K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.1K+ 18.93% |
$975K - $1.05M
|
114K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.87K+ 4.85% |
$155K - $167K
|
62K
$3.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-39- 0.25% |
$2.1K - $2.27K
|
15.7K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
121+ 1.98% |
$6.53K - $7.04K
|
6.22K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-278- 1.95% |
$15K - $16.2K
|
13.9K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.55K+ 0.81% |
$83.4K - $89.9K
|
191K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 78.99% |
$660K - $712K
|
27.7K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-562K- 71.53% |
$30.3M - $32.7M
|
224K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.99K- 19.65% |
$269K - $290K
|
20.4K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
435+ 1.01% |
$23.5K - $25.3K
|
43.7K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.63K+ 1.45% |
$88.1K - $95K
|
114K
$6.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
54.8KNew |
$2.95M - $3.19M
|
54.8K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
610K+ 140.26% |
$32.9M - $35.5M
|
1.04M
$60.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
75.3K+ 67.31% |
$4.06M - $4.38M
|
187K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
900+ 9.69% |
$48.5K - $52.3K
|
10.2K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
32+ 0.84% |
$1.73K - $1.86K
|
3.84K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.25K+ 4.62% |
$67.5K - $72.8K
|
28.3K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.45K+ 6.81% |
$78.3K - $84.4K
|
22.8K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
13.2K+ 224.15% |
$715K - $770K
|
19.2K
$1.1M
|