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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.93KNew |
$118K - $131K
|
2.93K
$162K
|
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
128KNew |
$5.15M - $5.7M
|
128K
$7.06M
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
200New |
$8.33K - $9.98K
|
200
$11.1K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.83KNew |
$243K - $291K
|
5.83K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8New |
$333 - $399
|
8
$443
|
|
|
Nov 07, 2022
Q3 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
10K+ 25.0% |
$417K - $499K
|
50K
$2.77M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
237New |
$9.87K - $11.8K
|
237
$13.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
82New |
$3.42K - $4.09K
|
82
$4.54K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
375New |
$15.6K - $18.7K
|
375
$20.7K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
78New |
$3.44K - $3.99K
|
78
$4.31K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
11New |
$485 - $562
|
11
$609
|
|