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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-877- 52.74% |
$43K - $47.6K
|
786
$45.3K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-74.5K- 29.83% |
$3.65M - $4.04M
|
175K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
29.2K+ 49.61% |
$1.43M - $1.59M
|
88K
$5.07M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
73New |
$3.58K - $3.96K
|
73
$4.2K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
13.3KNew |
$651K - $721K
|
13.3K
$765K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-1.8K- 9.42% |
$88.2K - $97.7K
|
17.3K
$996K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
25New |
$1.23K - $1.36K
|
25
$1.44K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
987+ 6.63% |
$48.4K - $53.6K
|
15.9K
$913K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
200New |
$9.8K - $10.9K
|
200
$11.5K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
446+ 1.28% |
$21.9K - $24.2K
|
35.3K
$2.03M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.2K- 21.82% |
$58.8K - $65.1K
|
4.3K
$248K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
18.8KNew |
$920K - $1.02M
|
18.8K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.1KNew |
$53.7K - $59.4K
|
1.1K
$63K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.1KNew |
$201K - $223K
|
4.1K
$236K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.59K+ 16.32% |
$225K - $249K
|
32.7K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
15.6K+ 8.52% |
$764K - $846K
|
198K
$11.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
995+ 239.76% |
$48.8K - $54K
|
1.41K
$81.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.09KNew |
$200K - $222K
|
4.09K
$235K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
285New |
$14K - $15.5K
|
285
$16.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5KNew |
$245K - $271K
|
5K
$288K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.15KNew |
$301K - $334K
|
6.15K
$354K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
278New |
$13.6K - $15.1K
|
278
$16K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
5.03K+ 76.51% |
$246K - $273K
|
11.6K
$668K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-24.6K- 66.31% |
$1.21M - $1.34M
|
12.5K
$720K
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.54K+ 1.98% |
$75.7K - $83.8K
|
79.5K
$4.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
3.9KNew |
$191K - $212K
|
3.9K
$225K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
237+ 1.34% |
$11.6K - $12.9K
|
17.9K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.43KNew |
$413K - $458K
|
8.43K
$485K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
100+ 227.27% |
$4.9K - $5.43K
|
144
$8.29K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.97K+ 910.65% |
$96.4K - $107K
|
2.18K
$126K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10New |
$451 - $503
|
10
$576
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50+ 20.0% |
$2.26K - $2.52K
|
300
$17.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
49.2KNew |
$2.22M - $2.47M
|
49.2K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.8KNew |
$397K - $443K
|
8.8K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
53+ 23.25% |
$2.39K - $2.67K
|
281
$16.2K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-25.1K- 59.61% |
$1.13M - $1.26M
|
17K
$979K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
800New |
$36.1K - $40.3K
|
800
$46.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15KNew |
$678K - $756K
|
15K
$865K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
7.43K+ 96.17% |
$335K - $374K
|
15.1K
$872K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
1.48KNew |
$66.6K - $74.3K
|
1.48K
$85K
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
300New |
$13.5K - $15.1K
|
300
$17.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
50New |
$2.26K - $2.52K
|
50
$2.88K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.3K+ 12.99% |
$510K - $569K
|
98.4K
$5.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
103New |
$4.65K - $5.18K
|
103
$5.93K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
88New |
$3.97K - $4.43K
|
88
$5.07K
|
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
193K+ 105.78% |
$8.72M - $9.73M
|
376K
$21.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
137K+ 172.61% |
$6.17M - $6.89M
|
216K
$12.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.83KNew |
$218K - $243K
|
4.83K
$278K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
63.2KNew |
$2.85M - $3.18M
|
63.2K
$3.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.11KNew |
$49.8K - $55.6K
|
1.11K
$63.6K
|
|