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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.83K+ 14.38% |
$290K - $327K
|
46.4K
$2.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.35K+ 6.51% |
$66.9K - $75.5K
|
22K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-14- 0.37% |
$696 - $786
|
3.8K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-39.4K- 37.74% |
$1.96M - $2.21M
|
65.1K
$3.78M
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
2.93K+ 1.03% |
$146K - $164K
|
288K
$16.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.41KNew |
$219K - $248K
|
4.41K
$257K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.02K+ 22.37% |
$448K - $506K
|
49.4K
$2.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.46K- 14.12% |
$122K - $138K
|
15K
$870K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.1KNew |
$204K - $230K
|
4.1K
$238K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
14.6K+ 53.0% |
$726K - $819K
|
42.2K
$2.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
15.5KNew |
$771K - $870K
|
15.5K
$902K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
18.6K+ 57.76% |
$922K - $1.04M
|
50.7K
$2.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
949+ 5.23% |
$47.2K - $53.2K
|
19.1K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.65K+ 10.51% |
$82.1K - $92.7K
|
17.4K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
509+ 14.61% |
$25.3K - $28.6K
|
3.99K
$232K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
790+ 39.5% |
$39.3K - $44.3K
|
2.79K
$162K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
136+ 0.47% |
$6.76K - $7.63K
|
29.1K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
93New |
$4.62K - $5.22K
|
93
$5.41K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
9+ 1.03% |
$447 - $505
|
880
$51.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.79KNew |
$188K - $212K
|
3.79K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.05K- 24.07% |
$201K - $227K
|
12.8K
$742K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
14.2KNew |
$704K - $794K
|
14.2K
$823K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
13.1KNew |
$652K - $736K
|
13.1K
$763K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
9.01K+ 20.61% |
$448K - $506K
|
52.7K
$3.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.16KNew |
$157K - $177K
|
3.16K
$184K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-2.99K- 3.41% |
$149K - $168K
|
84.8K
$4.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
18.6KNew |
$925K - $1.04M
|
18.6K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-186K- 80.75% |
$9.22M - $10.4M
|
44.2K
$2.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
8.65K+ 38.42% |
$430K - $485K
|
31.2K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
13.6K+ 99.09% |
$675K - $762K
|
27.3K
$1.59M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.82K+ 54.2% |
$140K - $158K
|
8.03K
$467K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
50.7KNew |
$2.52M - $2.84M
|
50.7K
$2.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
37.5K+ 92.58% |
$1.86M - $2.1M
|
77.9K
$4.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
29+ 0.63% |
$1.44K - $1.63K
|
4.6K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.86K+ 8.0% |
$92.5K - $104K
|
25.1K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 43.88% |
$142K - $161K
|
3.66K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
66.6K+ 34.66% |
$3.31M - $3.73M
|
259K
$15M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11+ 2.71% |
$547 - $617
|
417
$24.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.63K+ 338.05% |
$80.8K - $91.2K
|
2.11K
$123K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.43K- 15.16% |
$71K - $80.2K
|
8K
$465K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.36K+ 3.72% |
$167K - $188K
|
93.7K
$5.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.97K+ 14.37% |
$147K - $166K
|
23.6K
$1.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1K+ 100.0% |
$49.7K - $56.1K
|
2K
$116K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
865+ 4.44% |
$43K - $48.5K
|
20.4K
$1.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.76K- 7.59% |
$87.5K - $98.8K
|
21.4K
$1.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
108+ 2.7% |
$5.37K - $6.06K
|
4.11K
$239K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
70+ 0.35% |
$3.48K - $3.93K
|
20.1K
$1.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.61K+ 18.0% |
$79.8K - $90.1K
|
10.5K
$612K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
738+ 16.41% |
$36.7K - $41.4K
|
5.24K
$304K
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
328K+ 42.18% |
$16.3M - $18.4M
|
1.1M
$64.2M
|