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, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12.8K+ 3.92% |
$638K - $720K
|
340K
$19.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.9K- 10.35% |
$94.4K - $107K
|
16.5K
$957K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03M+ 6.26% |
$51.1M - $57.7M
|
17.5M
$1.01B
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.83K+ 1.81% |
$141K - $159K
|
159K
$9.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
76K+ 143.29% |
$3.78M - $4.27M
|
129K
$7.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.05K+ 10.67% |
$102K - $115K
|
21.3K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
691New |
$34.3K - $38.8K
|
691
$40.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68.1K+ 19.25% |
$3.38M - $3.82M
|
422K
$24.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
129K+ 14.0% |
$6.4M - $7.23M
|
1.05M
$61M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-192- 0.81% |
$9.54K - $10.8K
|
23.4K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.58K- 18.05% |
$78.3K - $88.4K
|
7.15K
$416K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83+ 166.0% |
$4.13K - $4.66K
|
133
$7.73K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.78K+ 49.86% |
$287K - $324K
|
17.4K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
837K+ 11.6% |
$41.6M - $47M
|
8.05M
$468M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
89.8K+ 4.0% |
$4.46M - $5.04M
|
2.33M
$136M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
750New |
$37.3K - $42.1K
|
750
$43.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
11.4K+ 7.75% |
$565K - $638K
|
158K
$9.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.24K- 8.09% |
$112K - $126K
|
25.5K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.16K+ 252.39% |
$57.7K - $65.1K
|
1.62K
$94.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
187KNew |
$9.28M - $10.5M
|
187K
$10.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-23- 0.26% |
$1.14K - $1.29K
|
8.87K
$516K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
16.2K+ 30.31% |
$803K - $907K
|
69.5K
$4.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
500New |
$24.9K - $28.1K
|
500
$29.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.4K+ 35.86% |
$515K - $581K
|
39.2K
$2.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
3.1K+ 14.32% |
$154K - $174K
|
24.8K
$1.44M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-620- 0.54% |
$30.8K - $34.8K
|
115K
$6.7M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
25.8KNew |
$1.28M - $1.44M
|
25.8K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
9.39KNew |
$466K - $527K
|
9.39K
$546K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
83+ 0.68% |
$4.13K - $4.66K
|
12.3K
$718K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.94K+ 12.94% |
$295K - $334K
|
51.9K
$3.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
14+ 0.31% |
$696 - $786
|
4.59K
$267K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
322New |
$16K - $18.1K
|
322
$18.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
21.7KNew |
$1.08M - $1.22M
|
21.7K
$1.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
35.1K+ 33.36% |
$1.75M - $1.97M
|
140K
$8.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.91KNew |
$194K - $220K
|
3.91K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.26K- 7.11% |
$112K - $127K
|
29.5K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.45K- 14.88% |
$221K - $250K
|
25.4K
$1.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.7K+ 27.05% |
$84.5K - $95.4K
|
7.99K
$464K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
778+ 20.76% |
$38.7K - $43.7K
|
4.53K
$263K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
5.34KNew |
$266K - $300K
|
5.34K
$311K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
725+ 5.5% |
$36K - $40.7K
|
13.9K
$809K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
122K+ 30.68% |
$6.09M - $6.87M
|
522K
$30.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.91KNew |
$194K - $219K
|
3.91K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-181- 9.53% |
$9K - $10.2K
|
1.72K
$100K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
359K+ 12.5% |
$17.9M - $20.2M
|
3.23M
$188M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.45KNew |
$221K - $250K
|
4.45K
$259K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.94K+ 83.28% |
$146K - $165K
|
6.48K
$377K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.27K+ 0.92% |
$163K - $184K
|
358K
$20.8M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
100New |
$4.97K - $5.61K
|
100
$5.82K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
10K+ 20.04% |
$499K - $563K
|
60.1K
$3.5M
|