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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.7M+ 56.45% |
$181M - $201M
|
10.3M
$556M
|
|
|
Apr 30, 2024
Q1 2024
|
Marks Wealth, LLC
|
BUY
|
- |
2.16MNew |
$106M - $118M
|
2.16M
$117M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.14M+ 91.43% |
$105M - $116M
|
4.47M
$242M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.57M+ 18.61% |
$77M - $85.3M
|
10M
$543M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.33M+ 48.12% |
$65.3M - $72.4M
|
4.1M
$222M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.14M+ 22.49% |
$55.8M - $61.8M
|
6.2M
$336M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.11MNew |
$54.5M - $60.4M
|
1.11M
$60.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
784K+ 7462.7% |
$38.4M - $42.5M
|
794K
$43M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
741K+ 30.88% |
$36.3M - $40.2M
|
3.14M
$170M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
646K+ 159.15% |
$31.7M - $35.1M
|
1.05M
$57M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
493K+ 26.02% |
$24.2M - $26.8M
|
2.39M
$129M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
339K+ 43.61% |
$16.6M - $18.4M
|
1.12M
$60.4M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
288K+ 16.98% |
$14.1M - $15.6M
|
1.98M
$107M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
271KNew |
$13.3M - $14.7M
|
271K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
244K+ 100.48% |
$12M - $13.2M
|
486K
$26.4M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
242K+ 1300.58% |
$11.9M - $13.2M
|
261K
$14.1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
201K+ 265.18% |
$9.87M - $10.9M
|
277K
$15M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
161K+ 8.15% |
$7.9M - $8.75M
|
2.14M
$116M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
155K+ 6.1% |
$7.6M - $8.42M
|
2.7M
$146M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
147K+ 25.66% |
$7.23M - $8.01M
|
722K
$39.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
142K+ 119.93% |
$6.94M - $7.69M
|
260K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
121K+ 127.16% |
$5.91M - $6.54M
|
215K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
112K+ 42.4% |
$5.5M - $6.09M
|
377K
$20.4M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
111KNew |
$5.45M - $6.03M
|
111K
$6.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
108K+ 67.11% |
$5.3M - $5.87M
|
269K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
105K+ 58.5% |
$5.14M - $5.69M
|
284K
$15.4M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
96.7KNew |
$4.74M - $5.25M
|
96.7K
$5.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
90K+ 11.71% |
$4.41M - $4.89M
|
858K
$46.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
83.8K+ 14.64% |
$4.11M - $4.55M
|
656K
$35.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
82.5K+ 29.35% |
$4.04M - $4.48M
|
364K
$19.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
81.2K+ 10.56% |
$3.98M - $4.41M
|
850K
$46M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
78.2K+ 22.15% |
$3.83M - $4.24M
|
431K
$23.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
76K+ 35.37% |
$3.72M - $4.12M
|
291K
$15.8M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
75.8K+ 580.89% |
$3.72M - $4.11M
|
88.8K
$4.81M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
75.7K+ 395.21% |
$3.71M - $4.11M
|
94.9K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
74.6K+ 15.19% |
$3.66M - $4.05M
|
566K
$30.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
71K+ 67.65% |
$3.48M - $3.85M
|
176K
$9.53M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
67K+ 25.94% |
$3.28M - $3.64M
|
325K
$17.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65K+ 4.52% |
$3.19M - $3.53M
|
1.5M
$81.4M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
64.7K+ 31.13% |
$3.17M - $3.51M
|
272K
$14.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
62.9KNew |
$3.08M - $3.42M
|
62.9K
$3.41M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
62.1K+ 112.49% |
$3.05M - $3.37M
|
117K
$6.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
61.9KNew |
$3.04M - $3.36M
|
61.9K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
61.4K+ 17.13% |
$3.01M - $3.33M
|
420K
$22.8M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
59.8K+ 131.81% |
$2.93M - $3.25M
|
105K
$5.7M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
59.1K+ 391.97% |
$2.9M - $3.21M
|
74.2K
$4.02M
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
57.1K+ 43.75% |
$2.8M - $3.1M
|
187K
$10.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
54K+ 25.47% |
$2.65M - $2.93M
|
266K
$14.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.4K+ 27.12% |
$2.62M - $2.9M
|
250K
$13.6M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
53.3K+ 44.43% |
$2.61M - $2.89M
|
173K
$9.39M
|
|