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 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-388- 1.18% |
$19.3K - $21.8K
|
32.4K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
761+ 9.34% |
$37.8K - $42.7K
|
8.91K
$518K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.3K- 8.11% |
$114K - $129K
|
26.1K
$1.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.22K- 10.35% |
$160K - $181K
|
27.9K
$1.62M
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
72+ 0.18% |
$3.58K - $4.04K
|
40.1K
$2.33M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26K+ 114.89% |
$1.29M - $1.46M
|
48.5K
$2.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.33K- 10.31% |
$166K - $187K
|
29K
$1.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
14.3K+ 49.6% |
$709K - $801K
|
43K
$2.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.12K+ 5.73% |
$106K - $119K
|
39.2K
$2.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
928+ 8.99% |
$46.1K - $52.1K
|
11.3K
$654K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
114New |
$5.67K - $6.4K
|
114
$6.63K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.23K+ 6.77% |
$210K - $237K
|
66.7K
$3.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
7.57K+ 7.17% |
$376K - $425K
|
113K
$6.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.4K- 14.25% |
$368K - $415K
|
44.5K
$2.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.15K+ 8.84% |
$57K - $64.4K
|
14.1K
$821K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
49K+ 173.62% |
$2.44M - $2.75M
|
77.3K
$4.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
8.29KNew |
$412K - $465K
|
8.29K
$482K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
137+ 1.81% |
$6.81K - $7.69K
|
7.71K
$448K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6.7KNew |
$333K - $376K
|
6.7K
$390K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
270K+ 74.43% |
$13.4M - $15.2M
|
634K
$36.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
322+ 2.08% |
$16K - $18.1K
|
15.8K
$919K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
37+ 0.22% |
$1.84K - $2.08K
|
16.5K
$962K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24+ 4.69% |
$1.19K - $1.35K
|
536
$31.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.71K+ 6.81% |
$135K - $152K
|
42.5K
$2.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.65KNew |
$231K - $261K
|
4.65K
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
23.4K+ 138.98% |
$1.16M - $1.31M
|
40.3K
$2.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.18K+ 25.21% |
$456K - $515K
|
45.6K
$2.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.65K- 16.96% |
$82K - $92.6K
|
8.08K
$470K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
4.88KNew |
$243K - $274K
|
4.88K
$284K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-899- 4.85% |
$44.7K - $50.4K
|
17.6K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
3.48KNew |
$173K - $195K
|
3.48K
$202K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.18KNew |
$58.7K - $66.3K
|
1.18K
$68.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
197New |
$9.79K - $11.1K
|
197
$11.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.31K+ 7.6% |
$463K - $522K
|
132K
$7.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12.1K+ 14.85% |
$604K - $682K
|
94K
$5.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
400+ 4.24% |
$19.9K - $22.4K
|
9.83K
$571K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.34K+ 25.81% |
$166K - $187K
|
16.3K
$946K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-39.1K- 34.25% |
$1.94M - $2.19M
|
75K
$4.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
10.2K+ 7.78% |
$508K - $573K
|
142K
$8.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.51K+ 12.22% |
$274K - $309K
|
50.6K
$2.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.24K+ 13.14% |
$112K - $126K
|
19.3K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.7K+ 14.83% |
$482K - $544K
|
75.1K
$4.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-250- 1.95% |
$12.4K - $14K
|
12.6K
$730K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 5.15% |
$596 - $673
|
245
$14.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-9.35K- 3.39% |
$465K - $525K
|
266K
$15.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.76K+ 9.76% |
$237K - $267K
|
53.6K
$3.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
13.7KNew |
$683K - $771K
|
13.7K
$799K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
217+ 0.37% |
$10.8K - $12.2K
|
58.2K
$3.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
605New |
$30.1K - $33.9K
|
605
$35.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.5K+ 25.26% |
$74.3K - $83.9K
|
7.41K
$431K
|