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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
93.7K+ 141.65% |
$4.13M - $4.53M
|
160K
$9.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
66.9KNew |
$2.95M - $3.24M
|
66.9K
$3.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.91K+ 115.81% |
$437K - $479K
|
18.5K
$1.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.75KNew |
$430K - $472K
|
9.75K
$555K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7.93KNew |
$350K - $384K
|
7.93K
$452K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.82KNew |
$345K - $378K
|
7.82K
$445K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.1KNew |
$269K - $295K
|
6.1K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.14KNew |
$227K - $249K
|
5.14K
$293K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
1.07KNew |
$47.1K - $51.6K
|
1.07K
$60.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
950+ 9.82% |
$41.9K - $46K
|
10.6K
$605K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
100New |
$4.41K - $4.84K
|
100
$5.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
58New |
$2.56K - $2.81K
|
58
$3.3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
58.9KNew |
$2.37M - $2.66M
|
58.9K
$3.36M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5KNew |
$201K - $225K
|
5K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.35KNew |
$94.6K - $106K
|
2.35K
$134K
|
|
|
Apr 06, 2023
Q1 2023
|
Crestmont Private Wealth LLC
|
BUY
|
- |
2K+ 17.97% |
$80.5K - $90.2K
|
13.1K
$748K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 63.64% |
$282 - $316
|
18
$1.03K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
5New |
$201 - $225
|
5
$285
|
|
| Q4 2022 | |||||||
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
128KNew |
$5.15M - $5.7M
|
128K
$7.27M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
2.93KNew |
$118K - $131K
|
2.93K
$167K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Hourglass Capital, LLC
|
BUY
|
- |
10K+ 25.0% |
$417K - $499K
|
50K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.83KNew |
$243K - $291K
|
5.83K
$332K
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
375New |
$15.6K - $18.7K
|
375
$21.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
237New |
$9.87K - $11.8K
|
237
$13.5K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
200New |
$8.33K - $9.98K
|
200
$11.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
82New |
$3.42K - $4.09K
|
82
$4.67K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8New |
$333 - $399
|
8
$456
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
78New |
$3.44K - $3.99K
|
78
$4.44K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
11New |
$485 - $562
|
11
$627
|
|