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 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.97K- 2.5% |
$148K - $167K
|
116K
$6.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-101- 4.22% |
$5.02K - $5.67K
|
2.3K
$133K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.03M+ 6244.95% |
$151M - $170M
|
3.08M
$179M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-345- 5.53% |
$17.1K - $19.4K
|
5.9K
$343K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
4.5K+ 15.19% |
$224K - $252K
|
34.1K
$1.98M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.14K+ 2.49% |
$106K - $120K
|
88.3K
$5.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
4.38K+ 14.6% |
$218K - $246K
|
34.4K
$2M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-53Closed |
$2.63K - $2.97K
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
10K+ 13.67% |
$497K - $561K
|
83.1K
$4.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.5K+ 35.81% |
$818K - $924K
|
62.4K
$3.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
862+ 9.26% |
$42.8K - $48.4K
|
10.2K
$591K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.47K+ 422.13% |
$73K - $82.4K
|
1.82K
$106K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.84K- 36.59% |
$191K - $215K
|
6.65K
$387K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.97KNew |
$197K - $222K
|
3.97K
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
11K+ 804.63% |
$545K - $615K
|
12.3K
$716K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 26.93% |
$122K - $138K
|
11.6K
$675K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.37K+ 4.87% |
$167K - $189K
|
72.5K
$4.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
259+ 5.38% |
$12.9K - $14.5K
|
5.07K
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
253K+ 17.88% |
$12.6M - $14.2M
|
1.67M
$96.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.36K- 25.8% |
$67.4K - $76.1K
|
3.9K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
7.75K+ 7.47% |
$385K - $435K
|
111K
$6.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-104K- 8.92% |
$5.15M - $5.82M
|
1.06M
$61.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.9K- 3.34% |
$2.98M - $3.36M
|
1.74M
$101M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
27.7K+ 120.93% |
$1.38M - $1.56M
|
50.6K
$2.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
BUY
|
- |
2.31K+ 17.2% |
$115K - $130K
|
15.8K
$917K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-19.6K- 21.13% |
$973K - $1.1M
|
73.1K
$4.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.5KNew |
$224K - $252K
|
4.5K
$262K
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.72K+ 5.45% |
$85.4K - $96.4K
|
33.3K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.4K+ 31.48% |
$169K - $191K
|
14.2K
$826K
|
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
SELL
|
- |
-1.58M- 98.22% |
$78.4M - $88.6M
|
28.5K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.01K+ 14.55% |
$50.2K - $56.7K
|
7.95K
$462K
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.36K+ 10.72% |
$67.8K - $76.5K
|
14.1K
$819K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-103K- 44.09% |
$5.12M - $5.78M
|
131K
$7.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
330+ 0.76% |
$16.4K - $18.5K
|
43.8K
$2.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
279KNew |
$13.9M - $15.7M
|
279K
$16.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
658+ 4.85% |
$32.7K - $36.9K
|
14.2K
$827K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
377+ 29.64% |
$18.7K - $21.2K
|
1.65K
$95.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-79- 18.29% |
$3.93K - $4.43K
|
353
$20.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18.3K+ 174.11% |
$908K - $1.02M
|
28.7K
$1.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-13.7K- 34.85% |
$680K - $767K
|
25.6K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 6.71% |
$131K - $148K
|
41.9K
$2.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.6K+ 40.4% |
$1.57M - $1.77M
|
110K
$6.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-48- 0.83% |
$2.39K - $2.69K
|
5.72K
$333K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.3K+ 105.1% |
$514K - $581K
|
20.2K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
806+ 2.29% |
$40.1K - $45.2K
|
36.1K
$2.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
7.04K+ 30.69% |
$350K - $395K
|
30K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-14- 0.37% |
$696 - $786
|
3.8K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-18.5K- 87.26% |
$918K - $1.04M
|
2.7K
$157K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-90- 2.11% |
$4.47K - $5.05K
|
4.17K
$242K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13- 0.06% |
$646 - $729
|
21.7K
$1.26M
|