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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-2.27K- 32.45% |
$115K - $126K
|
4.72K
$274K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
2.1KNew |
$107K - $117K
|
2.1K
$122K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.03KNew |
$154K - $168K
|
3.03K
$176K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
80+ 13.22% |
$4.07K - $4.44K
|
685
$39.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
75New |
$3.81K - $4.17K
|
75
$4.36K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.81K- 37.47% |
$143K - $156K
|
4.69K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100+ 100.0% |
$5.08K - $5.56K
|
200
$11.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
27.4KNew |
$1.39M - $1.52M
|
27.4K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
127New |
$6.46K - $7.06K
|
127
$7.39K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-80- 1.31% |
$4.07K - $4.44K
|
6.05K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
137New |
$6.97K - $7.61K
|
137
$7.97K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-346- 1.6% |
$17.6K - $19.2K
|
21.3K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1New |
$50.8 - $55.6
|
1
$58.2
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
13+ 2.42% |
$661 - $722
|
550
$32K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.22KNew |
$61.8K - $67.6K
|
1.22K
$70.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.35K+ 25.63% |
$68.7K - $75.1K
|
6.62K
$385K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.38KNew |
$375K - $410K
|
7.38K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.3K+ 30.66% |
$168K - $183K
|
14.1K
$817K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
269New |
$13.7K - $14.9K
|
269
$15.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-263- 1.2% |
$13.4K - $14.6K
|
21.6K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4KNew |
$203K - $222K
|
4K
$233K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.9KNew |
$249K - $272K
|
4.9K
$285K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3.5KNew |
$178K - $194K
|
3.5K
$204K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
998+ 4.77% |
$50.7K - $55.4K
|
21.9K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
30.5K+ 25.13% |
$1.55M - $1.7M
|
152K
$8.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.64K- 54.75% |
$83.2K - $91K
|
1.35K
$78.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.12KNew |
$210K - $229K
|
4.12K
$240K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
400New |
$20.3K - $22.2K
|
400
$23.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
264New |
$13.4K - $14.7K
|
264
$15.4K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-269- 3.9% |
$13.7K - $14.9K
|
6.63K
$386K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
SELL
|
- |
-627- 14.81% |
$31.9K - $34.8K
|
3.61K
$210K
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
8.92KNew |
$453K - $496K
|
8.92K
$519K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
424New |
$21.6K - $23.6K
|
424
$24.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.88KNew |
$401K - $438K
|
7.88K
$458K
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
6.46KNew |
$328K - $359K
|
6.46K
$376K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
18New |
$915 - $1K
|
18
$1.05K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1K+ 18.18% |
$50.8K - $55.6K
|
6.5K
$378K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
95New |
$4.83K - $5.28K
|
95
$5.52K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
774New |
$39.4K - $43K
|
774
$45K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
11.8KNew |
$601K - $657K
|
11.8K
$688K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.64KNew |
$185K - $202K
|
3.64K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.8KNew |
$295K - $322K
|
5.8K
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
Academy Capital Management Inc
Waco, TX |
BUY
|
- |
5.25KNew |
$267K - $292K
|
5.25K
$306K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.96K- 13.14% |
$303K - $331K
|
39.4K
$2.29M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.06K- 32.7% |
$308K - $337K
|
12.5K
$726K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.5KNew |
$280K - $306K
|
5.5K
$320K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
556+ 59.4% |
$28.3K - $30.9K
|
1.49K
$86.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.73K+ 28.89% |
$88K - $96.1K
|
7.72K
$449K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2K+ 277.78% |
$102K - $111K
|
2.72K
$158K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23KNew |
$1.17M - $1.28M
|
23K
$1.34M
|