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 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.33K- 7.13% |
$287K - $310K
|
69.4K
$3.59M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
21.8K+ 1674.21% |
$1.18M - $1.27M
|
23.1K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
109K+ 15.81% |
$5.87M - $6.32M
|
796K
$41.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.99K+ 21.36% |
$269K - $290K
|
28.3K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-324- 1.84% |
$17.5K - $18.8K
|
17.3K
$897K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53.4K+ 13.74% |
$2.88M - $3.1M
|
442K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.1KNew |
$221K - $239K
|
4.1K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.14K+ 15.84% |
$61.2K - $66K
|
8.3K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.27KNew |
$392K - $423K
|
7.27K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
848+ 9.52% |
$45.7K - $49.3K
|
9.76K
$505K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
98.9K+ 37.45% |
$5.34M - $5.75M
|
363K
$18.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
30.8K+ 750.78% |
$1.66M - $1.79M
|
34.9K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
237K+ 30.2% |
$12.8M - $13.8M
|
1.02M
$52.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.77KNew |
$204K - $219K
|
3.77K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
88K+ 27.72% |
$4.75M - $5.12M
|
406K
$21M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
34.9K+ 9.23% |
$1.88M - $2.03M
|
413K
$21.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6.46KNew |
$348K - $376K
|
6.46K
$335K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
8.53K+ 225.11% |
$460K - $496K
|
12.3K
$639K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.42% |
$162 - $174
|
722
$37.4K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
254+ 107.63% |
$13.7K - $14.8K
|
490
$25.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13.4K+ 11.48% |
$724K - $781K
|
130K
$6.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
20KNew |
$1.08M - $1.16M
|
20K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.22KNew |
$120K - $129K
|
2.22K
$115K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.59K+ 50.99% |
$85.7K - $92.4K
|
4.71K
$244K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
186New |
$10K - $10.8K
|
186
$9.64K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.11K+ 11.54% |
$168K - $181K
|
30.1K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.81M+ 16.08% |
$151M - $163M
|
20.3M
$1.05B
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11K+ 15.79% |
$593K - $640K
|
80.7K
$4.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.55K- 3.5% |
$461K - $497K
|
236K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.57K+ 104.61% |
$408K - $440K
|
14.8K
$767K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
139K+ 5.98% |
$7.52M - $8.11M
|
2.47M
$128M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.26KNew |
$68K - $73.3K
|
1.26K
$65.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.87K- 0.8% |
$155K - $167K
|
355K
$18.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.2K+ 3.27% |
$820K - $884K
|
480K
$24.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
4.2KNew |
$226K - $244K
|
4.2K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.63KNew |
$196K - $211K
|
3.63K
$188K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
6.67KNew |
$360K - $388K
|
6.67K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
498K+ 9.59% |
$26.9M - $29M
|
5.7M
$295M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
12K+ 15.47% |
$645K - $695K
|
89.2K
$4.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.39K+ 0.26% |
$453K - $488K
|
3.24M
$168M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.08K+ 17.76% |
$436K - $470K
|
53.6K
$2.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-37- 4.93% |
$2K - $2.15K
|
713
$36.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.2K+ 9.46% |
$280K - $302K
|
60.1K
$3.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
BUY
|
- |
37KNew |
$2M - $2.15M
|
37K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-81- 0.91% |
$4.37K - $4.71K
|
8.84K
$458K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-374- 1.71% |
$20.2K - $21.7K
|
21.5K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.23K+ 48.63% |
$228K - $246K
|
12.9K
$669K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-841- 5.74% |
$45.4K - $48.9K
|
13.8K
$715K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
111K+ 152.71% |
$5.97M - $6.44M
|
183K
$9.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
17.4K+ 26.53% |
$941K - $1.01M
|
83.2K
$4.31M
|