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 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
14+ 0.34% |
$696 - $786
|
4.11K
$239K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
140+ 0.36% |
$6.96K - $7.86K
|
39.3K
$2.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-381- 35.47% |
$18.9K - $21.4K
|
693
$40.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.51K- 10.55% |
$125K - $141K
|
21.3K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.23K+ 70.34% |
$260K - $293K
|
12.7K
$736K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.79K+ 22.42% |
$387K - $437K
|
42.6K
$2.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
456New |
$22.7K - $25.6K
|
456
$26.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-4- 0.02% |
$199 - $224
|
26.2K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.47K+ 11.55% |
$471K - $531K
|
91.5K
$5.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.92K+ 75.47% |
$493K - $556K
|
23.1K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5.72K+ 2.53% |
$284K - $321K
|
232K
$13.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
8.5KNew |
$422K - $477K
|
8.5K
$494K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
16.7K+ 39.8% |
$832K - $940K
|
58.8K
$3.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-39- 0.75% |
$1.94K - $2.19K
|
5.15K
$300K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
8.73K+ 42.76% |
$434K - $490K
|
29.1K
$1.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-384- 1.41% |
$19.1K - $21.5K
|
26.9K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.1K- 8.66% |
$54.7K - $61.7K
|
11.6K
$674K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.15K+ 27.27% |
$57.2K - $64.5K
|
5.37K
$312K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
10.8K+ 184.84% |
$535K - $604K
|
16.6K
$965K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.63K+ 72.66% |
$131K - $148K
|
6.25K
$363K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
17+ 36.17% |
$845 - $954
|
64
$3.72K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-410- 3.23% |
$20.4K - $23K
|
12.3K
$713K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1K- 15.22% |
$49.7K - $56.1K
|
5.57K
$324K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5.12K- 8.57% |
$255K - $287K
|
54.7K
$3.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
6.26KNew |
$311K - $351K
|
6.26K
$364K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.58K+ 3.92% |
$78.6K - $88.7K
|
41.9K
$2.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.76K+ 18.63% |
$485K - $548K
|
62.1K
$3.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6.6K- 45.21% |
$328K - $370K
|
8K
$465K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.01K+ 6.21% |
$448K - $506K
|
154K
$8.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
520+ 16.8% |
$25.8K - $29.2K
|
3.62K
$210K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-375- 6.54% |
$18.6K - $21K
|
5.36K
$312K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
14.4K+ 29.71% |
$716K - $809K
|
62.9K
$3.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.63K- 4.6% |
$81.1K - $91.5K
|
33.8K
$1.97M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-26.6K- 16.89% |
$1.32M - $1.49M
|
131K
$7.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
94+ 7.81% |
$4.67K - $5.27K
|
1.3K
$75.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.99K+ 12.59% |
$99.1K - $112K
|
17.8K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.52K+ 2.55% |
$75.6K - $85.3K
|
61.3K
$3.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
297K+ 76.36% |
$14.7M - $16.6M
|
685K
$39.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
50KNew |
$2.49M - $2.81M
|
50K
$2.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-440- 4.82% |
$21.9K - $24.7K
|
8.69K
$505K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
14.5K+ 40.97% |
$722K - $816K
|
50K
$2.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.64K- 8.97% |
$131K - $148K
|
26.8K
$1.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
164K+ 18.14% |
$8.13M - $9.18M
|
1.07M
$62M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.57K+ 19.53% |
$78K - $88K
|
9.6K
$558K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-21.9K- 25.47% |
$1.09M - $1.23M
|
64.1K
$3.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
52.2K+ 21.11% |
$2.59M - $2.93M
|
300K
$17.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.3K+ 17.9% |
$659K - $744K
|
87.3K
$5.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
869New |
$43.2K - $48.8K
|
869
$50.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
27.1KNew |
$1.35M - $1.52M
|
27.1K
$1.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.17KNew |
$257K - $290K
|
5.17K
$301K
|