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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
1.66K+ 24.13% |
$82.5K - $93.1K
|
8.54K
$497K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.18K- 4.04% |
$58.7K - $66.3K
|
28K
$1.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.02K- 19.31% |
$399K - $450K
|
33.5K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
8.42K+ 12.61% |
$419K - $473K
|
75.2K
$4.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-49.1K- 76.19% |
$2.44M - $2.76M
|
15.3K
$892K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.6K- 38.65% |
$1.77M - $2M
|
56.6K
$3.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54.4K+ 20.01% |
$2.7M - $3.05M
|
326K
$19M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.7K+ 17.72% |
$283K - $320K
|
37.8K
$2.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.21K- 9.36% |
$159K - $180K
|
31.1K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.42% |
$149 - $168
|
719
$41.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
32K+ 16.69% |
$1.59M - $1.8M
|
224K
$13M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10.8K- 45.99% |
$534K - $603K
|
12.6K
$734K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
105KNew |
$5.21M - $5.88M
|
105K
$6.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
18K+ 4.42% |
$894K - $1.01M
|
425K
$24.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
31.5K+ 28.0% |
$1.57M - $1.77M
|
144K
$8.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.24KNew |
$360K - $406K
|
7.24K
$421K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.63K+ 16.01% |
$180K - $204K
|
26.3K
$1.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.5K+ 94.11% |
$373K - $421K
|
15.5K
$900K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11.8K+ 7.99% |
$586K - $661K
|
159K
$9.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.21K- 1.95% |
$60K - $67.8K
|
60.7K
$3.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-819- 2.04% |
$40.7K - $46K
|
39.4K
$2.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
232+ 1.0% |
$11.5K - $13K
|
23.4K
$1.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.44% |
$298 - $337
|
1.36K
$79.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.86KNew |
$242K - $273K
|
4.86K
$283K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
6.27K+ 10.52% |
$312K - $352K
|
65.9K
$3.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.02KNew |
$200K - $225K
|
4.02K
$234K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 8.03% |
$121K - $137K
|
32.7K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
12.1K+ 14.13% |
$602K - $679K
|
97.7K
$5.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.5K+ 6.71% |
$2.91M - $3.28M
|
930K
$54.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
294+ 3.22% |
$14.6K - $16.5K
|
9.44K
$549K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.33K+ 71.77% |
$314K - $355K
|
15.1K
$880K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
6.65K+ 22.12% |
$330K - $373K
|
36.7K
$2.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
205K+ 33.73% |
$10.2M - $11.5M
|
812K
$47.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.58K+ 14.78% |
$78.5K - $88.6K
|
12.3K
$713K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47K+ 12.11% |
$2.33M - $2.63M
|
435K
$25.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-30- 5.66% |
$1.49K - $1.68K
|
500
$29.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
34.5KNew |
$1.72M - $1.94M
|
34.5K
$2.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.95K+ 45.75% |
$346K - $390K
|
22.1K
$1.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.26K- 18.0% |
$112K - $127K
|
10.3K
$598K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
274K+ 47.5% |
$13.6M - $15.4M
|
850K
$49.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.8K+ 333.73% |
$1.08M - $1.22M
|
28.3K
$1.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.32K+ 24.01% |
$364K - $411K
|
37.8K
$2.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.23K+ 21.96% |
$260K - $294K
|
29K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-7.25K- 5.39% |
$360K - $407K
|
127K
$7.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.32K+ 16.3% |
$65.6K - $74.1K
|
9.42K
$548K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
40.9K+ 58.76% |
$2.03M - $2.3M
|
111K
$6.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.6K+ 48.73% |
$477K - $538K
|
29.3K
$1.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
6.86K+ 4.6% |
$341K - $385K
|
156K
$9.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1K+ 27.55% |
$49.7K - $56.1K
|
4.63K
$269K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.65K+ 19.21% |
$132K - $149K
|
16.4K
$955K
|