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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.1MNew |
$167M - $180M
|
3.1M
$178M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.81M+ 16.08% |
$151M - $163M
|
20.3M
$1.17B
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.84M+ 12.4% |
$99M - $107M
|
16.6M
$958M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.09M+ 15.9% |
$58.5M - $63.1M
|
7.91M
$455M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
860K+ 10.68% |
$46.4M - $50M
|
8.91M
$513M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
812K+ 76.18% |
$43.8M - $47.2M
|
1.88M
$108M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
671K+ 49.83% |
$36.2M - $39M
|
2.02M
$116M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
610K+ 140.26% |
$32.9M - $35.5M
|
1.04M
$60.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
561K+ 22.88% |
$30.3M - $32.6M
|
3.01M
$173M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
523KNew |
$28.2M - $30.4M
|
523K
$30.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
498K+ 9.59% |
$26.9M - $29M
|
5.7M
$328M
|
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
491K+ 1722.68% |
$26.5M - $28.6M
|
520K
$29.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
415K+ 253.87% |
$22.4M - $24.2M
|
579K
$33.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
406KNew |
$21.9M - $23.6M
|
406K
$23.4M
|
|
|
Feb 06, 2025
Q4 2024
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
396KNew |
$21.4M - $23M
|
396K
$22.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
367KNew |
$19.8M - $21.4M
|
367K
$21.2M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
353K+ 240.58% |
$19M - $20.5M
|
499K
$28.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
340K+ 19.62% |
$18.4M - $19.8M
|
2.08M
$120M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
255KNew |
$13.7M - $14.8M
|
255K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
237K+ 30.2% |
$12.8M - $13.8M
|
1.02M
$58.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
232KNew |
$12.5M - $13.5M
|
232K
$13.3M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
189K+ 106.26% |
$10.2M - $11M
|
367K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
182KNew |
$9.83M - $10.6M
|
182K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
165K+ 12.28% |
$8.88M - $9.58M
|
1.51M
$86.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
155KNew |
$8.38M - $9.04M
|
155K
$8.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
152K+ 8028.18% |
$8.21M - $8.85M
|
154K
$8.87M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
139K+ 5.98% |
$7.52M - $8.11M
|
2.47M
$142M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
135K+ 66.3% |
$7.29M - $7.86M
|
339K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
122K+ 3.42% |
$6.6M - $7.11M
|
3.7M
$213M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
111K+ 152.71% |
$5.97M - $6.44M
|
183K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
109K+ 415.81% |
$5.9M - $6.36M
|
136K
$7.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
109K+ 15.81% |
$5.87M - $6.32M
|
796K
$45.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
105KNew |
$5.67M - $6.11M
|
105K
$6.05M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
98.9K+ 37.45% |
$5.34M - $5.75M
|
363K
$20.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
93.6KNew |
$5.05M - $5.44M
|
93.6K
$5.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
92.8K+ 81.28% |
$5M - $5.39M
|
207K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
88K+ 27.72% |
$4.75M - $5.12M
|
406K
$23.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.1K+ 12.28% |
$4.7M - $5.07M
|
796K
$45.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
84K+ 12.14% |
$4.53M - $4.88M
|
776K
$44.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82K+ 282.15% |
$4.42M - $4.77M
|
111K
$6.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
79K+ 12.95% |
$4.26M - $4.6M
|
689K
$39.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
76.8K+ 29.92% |
$4.14M - $4.47M
|
334K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
75.3K+ 67.31% |
$4.06M - $4.38M
|
187K
$10.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
74.2KNew |
$4M - $4.31M
|
74.2K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
69.6KNew |
$3.75M - $4.05M
|
69.6K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
66.3K+ 78.37% |
$3.57M - $3.85M
|
151K
$8.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
61.2K+ 7.54% |
$3.3M - $3.56M
|
873K
$50.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.6K+ 248.18% |
$3.16M - $3.41M
|
82.3K
$4.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.5K+ 13.87% |
$3.15M - $3.4M
|
480K
$27.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
57.7KNew |
$3.11M - $3.35M
|
57.7K
$3.32M
|