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 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
545+ 1.39% |
$29.4K - $31.7K
|
39.8K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.1MNew |
$167M - $180M
|
3.1M
$161M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
349New |
$18.8K - $20.3K
|
349
$18.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10KNew |
$542K - $584K
|
10K
$520K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
103+ 0.29% |
$5.56K - $5.99K
|
36.2K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$162 - $174
|
10.2K
$527K
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
155KNew |
$8.38M - $9.04M
|
155K
$8.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.31K+ 71.28% |
$232K - $251K
|
10.4K
$537K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
144+ 1.78% |
$7.77K - $8.37K
|
8.22K
$426K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
9.73K+ 15.46% |
$525K - $566K
|
72.6K
$3.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
10.6KNew |
$571K - $616K
|
10.6K
$549K
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
451+ 2.94% |
$24.3K - $26.2K
|
15.8K
$819K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
432+ 26.2% |
$23.3K - $25.1K
|
2.08K
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.36K+ 15.16% |
$181K - $195K
|
25.5K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
367KNew |
$19.8M - $21.4M
|
367K
$19M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.64K+ 1.93% |
$88.2K - $95.1K
|
86.4K
$4.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12K+ 19.8% |
$648K - $699K
|
72.7K
$3.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18K+ 121.54% |
$971K - $1.05M
|
32.8K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
38New |
$2.05K - $2.21K
|
38
$1.97K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
61New |
$3.29K - $3.55K
|
61
$3.16K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
491+ 6.99% |
$26.5K - $28.6K
|
7.52K
$390K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.29K- 0.98% |
$69.3K - $74.7K
|
129K
$6.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
16.7K+ 10.55% |
$899K - $969K
|
175K
$9.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
150+ 1.27% |
$8.09K - $8.72K
|
12K
$620K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
79K+ 12.95% |
$4.26M - $4.6M
|
689K
$35.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
734+ 9.52% |
$39.6K - $42.7K
|
8.44K
$437K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.63K+ 7.16% |
$142K - $153K
|
39.3K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-115- 1.89% |
$6.2K - $6.69K
|
5.99K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.54K+ 56.72% |
$191K - $206K
|
9.79K
$507K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
19.2KNew |
$1.03M - $1.11M
|
19.2K
$992K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4.36K+ 48.01% |
$235K - $254K
|
13.4K
$697K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
930New |
$50.2K - $54.1K
|
930
$48.2K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
59+ 0.07% |
$3.18K - $3.43K
|
86.8K
$4.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.2KNew |
$927K - $1M
|
17.2K
$891K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
2.31K+ 4.67% |
$124K - $134K
|
51.6K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.02K+ 32.26% |
$487K - $525K
|
37K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
25.8K+ 53.19% |
$1.39M - $1.5M
|
74.4K
$3.85M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.24K+ 6.72% |
$282K - $304K
|
83.2K
$4.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.51K- 22.45% |
$351K - $378K
|
22.5K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.16K+ 5.52% |
$117K - $126K
|
41.4K
$2.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
5.73K+ 31.82% |
$309K - $333K
|
23.8K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6.27KNew |
$338K - $365K
|
6.27K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
90New |
$4.85K - $5.23K
|
90
$4.66K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
3.62KNew |
$195K - $210K
|
3.62K
$187K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.96K+ 5.27% |
$214K - $230K
|
79.1K
$4.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 83.76% |
$571K - $615K
|
23.2K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
796New |
$42.9K - $46.3K
|
796
$41.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
19.2K+ 87.36% |
$1.04M - $1.12M
|
41.3K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
4.63KNew |
$249K - $269K
|
4.63K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.73K+ 12.8% |
$201K - $217K
|
32.9K
$1.7M
|