Latest Institutional Purchases of J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This list provides information on the latest institutional transactions involving J P Morgan ETF Tr Nasdaq Equit (JEPQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.03M+ 6244.95% |
$151M - $170M
|
3.08M
$174M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.16M+ 17.1% |
$108M - $121M
|
14.8M
$838M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03M+ 6.26% |
$51.1M - $57.7M
|
17.5M
$987M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.02M+ 17.66% |
$50.9M - $57.5M
|
6.82M
$386M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
837K+ 11.6% |
$41.6M - $47M
|
8.05M
$456M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
427K+ 119.03% |
$21.2M - $24M
|
786K
$44.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
398K+ 18.65% |
$19.8M - $22.4M
|
2.53M
$143M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
367K+ 7.6% |
$18.2M - $20.6M
|
5.2M
$294M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
359K+ 12.5% |
$17.9M - $20.2M
|
3.23M
$183M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
335K+ 781.53% |
$16.7M - $18.8M
|
378K
$21.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
328K+ 42.18% |
$16.3M - $18.4M
|
1.1M
$62.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
297K+ 76.36% |
$14.7M - $16.6M
|
685K
$38.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
279KNew |
$13.9M - $15.7M
|
279K
$15.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
274K+ 47.5% |
$13.6M - $15.4M
|
850K
$48.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
270K+ 74.43% |
$13.4M - $15.2M
|
634K
$35.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
260K+ 74.09% |
$12.9M - $14.6M
|
610K
$34.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
253K+ 17.88% |
$12.6M - $14.2M
|
1.67M
$94.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
214K+ 18.88% |
$10.6M - $12M
|
1.35M
$76.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
205K+ 33.73% |
$10.2M - $11.5M
|
812K
$45.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
187KNew |
$9.28M - $10.5M
|
187K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
167K+ 7.28% |
$8.28M - $9.34M
|
2.45M
$139M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
164K+ 18.14% |
$8.13M - $9.18M
|
1.07M
$60.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
144K+ 26.51% |
$7.16M - $8.08M
|
688K
$38.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
129K+ 14.0% |
$6.4M - $7.23M
|
1.05M
$59.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
122K+ 30.68% |
$6.09M - $6.87M
|
522K
$29.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
119K+ 434.89% |
$5.93M - $6.69M
|
147K
$8.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
116KNew |
$5.78M - $6.53M
|
116K
$6.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
105KNew |
$5.21M - $5.88M
|
105K
$5.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
103K+ 1116.61% |
$5.1M - $5.76M
|
112K
$6.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
96.7K+ 119.15% |
$4.8M - $5.42M
|
178K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
96K+ 422.91% |
$4.77M - $5.39M
|
119K
$6.71M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
89.8K+ 4.0% |
$4.46M - $5.04M
|
2.33M
$132M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
84.5K+ 12.09% |
$4.2M - $4.74M
|
783K
$44.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
84.1K+ 13.45% |
$4.18M - $4.72M
|
709K
$40.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
83.6K+ 21.94% |
$4.15M - $4.69M
|
465K
$26.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
83.1KNew |
$4.13M - $4.66M
|
83.1K
$4.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
81.2K+ 53.45% |
$4.03M - $4.55M
|
233K
$13.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
76K+ 143.29% |
$3.78M - $4.27M
|
129K
$7.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
70.2KNew |
$3.49M - $3.94M
|
70.2K
$3.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68.1K+ 19.25% |
$3.38M - $3.82M
|
422K
$23.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
66.6K+ 34.66% |
$3.31M - $3.73M
|
259K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.2K+ 9.36% |
$2.94M - $3.32M
|
692K
$39.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
58.5K+ 6.71% |
$2.91M - $3.28M
|
930K
$52.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
54.6K+ 181.84% |
$2.71M - $3.06M
|
84.6K
$4.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
54.4K+ 20.01% |
$2.7M - $3.05M
|
326K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
53.8K+ 20.41% |
$2.68M - $3.02M
|
318K
$18M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
52.2K+ 21.11% |
$2.59M - $2.93M
|
300K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51.6K+ 16.02% |
$2.57M - $2.9M
|
374K
$21.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
50.7KNew |
$2.52M - $2.84M
|
50.7K
$2.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
50KNew |
$2.49M - $2.81M
|
50K
$2.83M
|