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 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.19K+ 12.08% |
$109K - $123K
|
20.3K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-847- 3.94% |
$42.1K - $47.5K
|
20.7K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-240- 4.1% |
$11.9K - $13.5K
|
5.62K
$327K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-3.34K- 23.5% |
$166K - $187K
|
10.9K
$631K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$683K - $771K
|
13.7K
$799K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.65K+ 43.7% |
$231K - $261K
|
15.3K
$889K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2.67K+ 6.59% |
$132K - $150K
|
43.1K
$2.51M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
3.78K+ 12.63% |
$188K - $212K
|
33.7K
$1.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
6.95K+ 1.72% |
$345K - $390K
|
412K
$23.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
241+ 2.56% |
$12K - $13.5K
|
9.64K
$560K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.76K+ 38.93% |
$87.6K - $98.9K
|
6.29K
$366K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.75K- 3.43% |
$87K - $98.2K
|
49.3K
$2.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
BUY
|
- |
13.8K+ 4.72% |
$685K - $773K
|
305K
$17.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.42K+ 29.28% |
$70.7K - $79.8K
|
6.28K
$365K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-16- 0.27% |
$795 - $898
|
5.99K
$348K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.12K+ 1.51% |
$155K - $175K
|
209K
$12.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
36.1K+ 61.74% |
$1.79M - $2.02M
|
94.5K
$5.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
260K+ 74.09% |
$12.9M - $14.6M
|
610K
$35.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
2.2K+ 30.33% |
$109K - $123K
|
9.44K
$549K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.92K- 7.02% |
$95.3K - $108K
|
25.4K
$1.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-963- 7.32% |
$47.9K - $54K
|
12.2K
$709K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11.5K- 27.8% |
$573K - $647K
|
30K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10+ 0.21% |
$497 - $561
|
4.7K
$273K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
400New |
$19.9K - $22.4K
|
400
$23.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-151- 3.59% |
$7.5K - $8.47K
|
4.05K
$236K
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-2.67K- 3.07% |
$133K - $150K
|
84.2K
$4.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-50- 0.36% |
$2.49K - $2.81K
|
13.7K
$794K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.5KNew |
$422K - $477K
|
8.5K
$494K
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
900+ 15.92% |
$44.7K - $50.5K
|
6.56K
$381K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9.98K+ 9.43% |
$496K - $560K
|
116K
$6.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
154+ 2.68% |
$7.65K - $8.64K
|
5.9K
$343K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.62K+ 17.19% |
$80.7K - $91.1K
|
11.1K
$644K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-227K- 55.05% |
$11.3M - $12.8M
|
186K
$10.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.17K+ 2.48% |
$108K - $122K
|
89.5K
$5.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.61K+ 5.34% |
$279K - $315K
|
111K
$6.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.89K+ 60.12% |
$342K - $387K
|
18.3K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4.2K+ 9.22% |
$209K - $236K
|
49.8K
$2.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90New |
$4.47K - $5.05K
|
90
$5.23K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.04K- 5.53% |
$51.9K - $58.6K
|
17.8K
$1.04M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
200New |
$9.94K - $11.2K
|
200
$11.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
588+ 1.97% |
$29.2K - $33K
|
30.5K
$1.77M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.86K+ 31.42% |
$142K - $160K
|
12K
$695K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.86KNew |
$242K - $273K
|
4.86K
$283K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.4K+ 21.48% |
$69.5K - $78.4K
|
7.91K
$460K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2.04K+ 31.22% |
$101K - $114K
|
8.57K
$498K
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-11- 0.2% |
$547 - $617
|
5.38K
$313K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.8K+ 141.27% |
$538K - $608K
|
18.5K
$1.08M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.5K+ 19.79% |
$74.6K - $84.2K
|
9.09K
$528K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.84K+ 22.06% |
$191K - $215K
|
21.2K
$1.23M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-734- 7.62% |
$36.5K - $41.2K
|
8.89K
$517K
|