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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
66+ 1.24% |
$3.56K - $3.84K
|
5.41K
$280K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-65- 0.51% |
$3.51K - $3.78K
|
12.7K
$658K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-45- 0.86% |
$2.43K - $2.62K
|
5.19K
$269K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.87K+ 178.25% |
$424K - $457K
|
12.3K
$636K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.26K- 83.94% |
$122K - $132K
|
433
$22.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6KNew |
$324K - $349K
|
6K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
817+ 20.61% |
$44.1K - $47.5K
|
4.78K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.7K+ 17.01% |
$199K - $215K
|
25.4K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-175- 0.86% |
$9.44K - $10.2K
|
20.2K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-22.4K- 2.03% |
$1.21M - $1.3M
|
1.08M
$56.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
4.24KNew |
$229K - $247K
|
4.24K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.72K+ 17.52% |
$147K - $158K
|
18.2K
$944K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
9.71K+ 3.38% |
$524K - $565K
|
297K
$15.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
109K+ 415.81% |
$5.9M - $6.36M
|
136K
$7.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.7K+ 4.81% |
$2.41M - $2.6M
|
974K
$50.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 2.48% |
$1.08K - $1.16K
|
785
$40.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
32.4KNew |
$1.74M - $1.88M
|
32.4K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-460- 12.72% |
$24.8K - $26.7K
|
3.16K
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
392+ 1.54% |
$21.1K - $22.8K
|
25.8K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
210New |
$11.3K - $12.2K
|
210
$10.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.61K+ 22.21% |
$195K - $210K
|
19.9K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
225+ 4.61% |
$12.1K - $13.1K
|
5.11K
$264K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
84New |
$4.53K - $4.88K
|
84
$4.35K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
8KNew |
$431K - $465K
|
8K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.67K+ 33.01% |
$521K - $562K
|
39K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.71K+ 66.06% |
$146K - $157K
|
6.81K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.9K+ 50.78% |
$805K - $867K
|
44.3K
$2.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
8.96KNew |
$483K - $521K
|
8.96K
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.58K+ 53.26% |
$193K - $208K
|
10.3K
$534K
|
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
491K+ 1722.68% |
$26.5M - $28.6M
|
520K
$26.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.68K+ 27.23% |
$144K - $156K
|
12.5K
$648K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
16K+ 44.84% |
$864K - $931K
|
51.7K
$2.68M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7.75KNew |
$418K - $451K
|
7.75K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.27KNew |
$230K - $248K
|
4.27K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
20.3K+ 7.27% |
$1.1M - $1.18M
|
300K
$15.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-629- 0.48% |
$33.9K - $36.6K
|
130K
$6.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
23.3K+ 15.12% |
$1.26M - $1.36M
|
177K
$9.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
31+ 1.8% |
$1.67K - $1.8K
|
1.75K
$90.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.21KNew |
$65.1K - $70.1K
|
1.21K
$62.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.4KNew |
$453K - $488K
|
8.4K
$435K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
975+ 4.72% |
$52.6K - $56.7K
|
21.6K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
723New |
$39K - $42K
|
723
$37.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
18K+ 84.69% |
$969K - $1.05M
|
39.2K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.67KNew |
$360K - $388K
|
6.67K
$345K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.27K+ 17.33% |
$392K - $422K
|
49.2K
$2.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
1.08K+ 2.05% |
$58.2K - $62.7K
|
53.8K
$2.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-53.2K- 72.8% |
$2.87M - $3.09M
|
19.9K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22K+ 32.95% |
$1.19M - $1.28M
|
88.7K
$4.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
50+ 0.25% |
$2.7K - $2.91K
|
20.2K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
4.31KNew |
$233K - $251K
|
4.31K
$223K
|