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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.22% |
$50.8 - $55.6
|
446
$25.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
33.4KNew |
$1.7M - $1.86M
|
33.4K
$1.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
1.62K+ 34.74% |
$82.4K - $90.1K
|
6.29K
$366K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
238+ 10.09% |
$12.1K - $13.2K
|
2.6K
$151K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
86.2K+ 77.22% |
$4.38M - $4.79M
|
198K
$11.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 18.36% |
$53.1K - $58K
|
6.73K
$391K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-79- 22.32% |
$4.02K - $4.39K
|
275
$16K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
118New |
$6K - $6.56K
|
118
$6.86K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.01K- 19.33% |
$204K - $223K
|
16.7K
$974K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.91KNew |
$199K - $217K
|
3.91K
$227K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
39.3KNew |
$2M - $2.19M
|
39.3K
$2.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.74K- 6.75% |
$88.7K - $96.9K
|
24.1K
$1.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.35K+ 12.98% |
$68.6K - $75K
|
11.7K
$683K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
425New |
$21.6K - $23.6K
|
425
$24.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
86KNew |
$4.37M - $4.78M
|
86K
$5M
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-627- 14.81% |
$31.9K - $34.8K
|
3.61K
$210K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
4.37KNew |
$222K - $243K
|
4.37K
$254K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
4+ 0.1% |
$203 - $222
|
3.96K
$230K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
401New |
$20.4K - $22.3K
|
401
$23.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
3.76KNew |
$191K - $209K
|
3.76K
$219K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-241- 14.17% |
$12.3K - $13.4K
|
1.46K
$84.9K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
95New |
$4.83K - $5.28K
|
95
$5.52K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
3.62KNew |
$184K - $201K
|
3.62K
$210K
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-170- 29.82% |
$8.33K - $9.23K
|
400
$23.3K
|
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
SELL
|
- |
-181KClosed |
$8.86M - $9.81M
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-30Closed |
$1.47K - $1.63K
|
0
$0
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-205- 17.01% |
$10K - $11.1K
|
1K
$58.2K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.34K- 13.11% |
$65.7K - $72.7K
|
8.89K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
290New |
$14.2K - $15.7K
|
290
$16.9K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
143New |
$7.01K - $7.76K
|
143
$8.32K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9.29KNew |
$455K - $504K
|
9.29K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.36K- 67.02% |
$312K - $345K
|
3.13K
$182K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
345+ 54.33% |
$16.9K - $18.7K
|
980
$57K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
112K+ 42.4% |
$5.5M - $6.09M
|
377K
$21.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
108K+ 67.11% |
$5.3M - $5.87M
|
269K
$15.7M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
73New |
$3.58K - $3.96K
|
73
$4.24K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
29.2K+ 49.61% |
$1.43M - $1.59M
|
88K
$5.12M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-74.5K- 29.83% |
$3.65M - $4.04M
|
175K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-877- 52.74% |
$43K - $47.6K
|
786
$45.7K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-1.8K- 9.42% |
$88.2K - $97.7K
|
17.3K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.3KNew |
$651K - $721K
|
13.3K
$772K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25New |
$1.23K - $1.36K
|
25
$1.45K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
987+ 6.63% |
$48.4K - $53.6K
|
15.9K
$923K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
446+ 1.28% |
$21.9K - $24.2K
|
35.3K
$2.05M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
200New |
$9.8K - $10.9K
|
200
$11.6K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.2K- 21.82% |
$58.8K - $65.1K
|
4.3K
$250K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
18.8KNew |
$920K - $1.02M
|
18.8K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.1KNew |
$53.7K - $59.4K
|
1.1K
$63.7K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.1KNew |
$201K - $223K
|
4.1K
$238K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
178New |
$8.73K - $9.66K
|
178
$10.4K
|
|