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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
6KNew |
$279K - $297K
|
6K
$349K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.7K- 10.77% |
$543K - $578K
|
96.8K
$5.63M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
5.71KNew |
$265K - $282K
|
5.71K
$332K
|
|
|
Oct 27, 2023
Q3 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
5.45KNew |
$253K - $269K
|
5.45K
$317K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$587K - $625K
|
12.6K
$735K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
856New |
$39.8K - $42.3K
|
856
$49.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
570New |
$26.5K - $28.2K
|
570
$33.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
484+ 3.44% |
$22.5K - $23.9K
|
14.6K
$847K
|
|
| Q2 2023 | |||||||
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-100Closed |
$4.41K - $4.84K
|
0
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-15KClosed |
$661K - $725K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.1KNew |
$269K - $295K
|
6.1K
$355K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.14KNew |
$227K - $249K
|
5.14K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.82KNew |
$345K - $378K
|
7.82K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-367- 8.08% |
$16.2K - $17.8K
|
4.17K
$243K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
93.7K+ 141.65% |
$4.13M - $4.53M
|
160K
$9.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
66.9KNew |
$2.95M - $3.24M
|
66.9K
$3.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.91K+ 115.81% |
$437K - $479K
|
18.5K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
58New |
$2.56K - $2.81K
|
58
$3.37K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.75KNew |
$430K - $472K
|
9.75K
$567K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
1.07KNew |
$47.1K - $51.6K
|
1.07K
$62K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
950+ 9.82% |
$41.9K - $46K
|
10.6K
$618K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.93KNew |
$350K - $384K
|
7.93K
$461K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$4.41K - $4.84K
|
100
$5.82K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-1.23K- 13.5% |
$54.2K - $59.4K
|
7.87K
$458K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
58.9KNew |
$2.37M - $2.66M
|
58.9K
$3.43M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.35KNew |
$94.6K - $106K
|
2.35K
$137K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5KNew |
$201K - $225K
|
5K
$291K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
5New |
$201 - $225
|
5
$291
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 63.64% |
$282 - $316
|
18
$1.05K
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2K+ 17.97% |
$80.5K - $90.2K
|
13.1K
$763K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.93KNew |
$118K - $131K
|
2.93K
$170K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
128KNew |
$5.15M - $5.7M
|
128K
$7.43M
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
200New |
$8.33K - $9.98K
|
200
$11.6K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.83KNew |
$243K - $291K
|
5.83K
$339K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8New |
$333 - $399
|
8
$465
|
|
|
Nov 07, 2022
Q3 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
10K+ 25.0% |
$417K - $499K
|
50K
$2.91M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
237New |
$9.87K - $11.8K
|
237
$13.8K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
82New |
$3.42K - $4.09K
|
82
$4.77K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
375New |
$15.6K - $18.7K
|
375
$21.8K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
78New |
$3.44K - $3.99K
|
78
$4.54K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
11New |
$485 - $562
|
11
$640
|
|