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 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
419+ 4.95% |
$20.8K - $23.5K
|
8.88K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
547+ 7.41% |
$27.2K - $30.7K
|
7.93K
$461K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.2K+ 9.36% |
$2.94M - $3.32M
|
692K
$40.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
82+ 0.81% |
$4.08K - $4.6K
|
10.2K
$590K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
190+ 6.49% |
$9.44K - $10.7K
|
3.12K
$181K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.5K+ 10.92% |
$572K - $646K
|
117K
$6.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
980+ 1.15% |
$48.7K - $55K
|
86.4K
$5.03M
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.41K- 2.7% |
$120K - $135K
|
86.8K
$5.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
42.6K+ 7.6% |
$2.12M - $2.39M
|
604K
$35.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.14K+ 27.14% |
$56.6K - $63.9K
|
5.33K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
151New |
$7.5K - $8.47K
|
151
$8.78K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
500+ 9.01% |
$24.9K - $28.1K
|
6.05K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4KNew |
$199K - $224K
|
4K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.5K+ 8.44% |
$74.4K - $83.9K
|
19.2K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
366+ 3.67% |
$18.2K - $20.5K
|
10.4K
$602K
|
|
|
Nov 13, 2024
Q3 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
684+ 1.97% |
$34K - $38.4K
|
35.4K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
31+ 1.62% |
$1.54K - $1.74K
|
1.94K
$113K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
367K+ 7.6% |
$18.2M - $20.6M
|
5.2M
$302M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
54.6K+ 181.84% |
$2.71M - $3.06M
|
84.6K
$4.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-143K- 59.98% |
$7.11M - $8.03M
|
95.5K
$5.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.55K+ 104.84% |
$425K - $480K
|
16.7K
$971K
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-1.27K- 6.59% |
$63.2K - $71.3K
|
18K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2.38K+ 31.65% |
$118K - $134K
|
9.91K
$576K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.4K+ 3.34% |
$717K - $810K
|
446K
$25.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.97K+ 32.93% |
$347K - $391K
|
28.1K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
575+ 250.0% |
$28.6K - $32.3K
|
805
$46.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.97K+ 37.88% |
$247K - $279K
|
18.1K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-210K- 13.54% |
$10.4M - $11.8M
|
1.34M
$78M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.1KNew |
$204K - $230K
|
4.1K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
232+ 6.1% |
$11.5K - $13K
|
4.04K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
81.2K+ 53.45% |
$4.03M - $4.55M
|
233K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
398K+ 18.65% |
$19.8M - $22.4M
|
2.53M
$147M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.36K- 29.04% |
$117K - $132K
|
5.76K
$335K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
53.8K+ 20.41% |
$2.68M - $3.02M
|
318K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.45K+ 17.68% |
$221K - $250K
|
29.6K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.94K+ 36.19% |
$196K - $221K
|
14.8K
$862K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.4K+ 27.37% |
$1.36M - $1.54M
|
127K
$7.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.91KNew |
$294K - $332K
|
5.91K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10+ 4.42% |
$497 - $561
|
236
$13.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
30.3K+ 47.62% |
$1.51M - $1.7M
|
94K
$5.46M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.99K+ 8.32% |
$298K - $336K
|
77.9K
$4.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-400- 1.66% |
$19.9K - $22.4K
|
23.6K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
26.1K+ 11.33% |
$1.3M - $1.47M
|
257K
$14.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.5K+ 3606.19% |
$174K - $196K
|
3.6K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
28KNew |
$1.39M - $1.57M
|
28K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-130- 1.76% |
$6.46K - $7.29K
|
7.28K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
5+ 1.79% |
$249 - $281
|
285
$16.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.11K- 25.83% |
$155K - $175K
|
8.94K
$520K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.56KNew |
$326K - $368K
|
6.56K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
101+ 0.45% |
$5.02K - $5.67K
|
22.8K
$1.33M
|