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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22K+ 32.95% |
$1.19M - $1.28M
|
88.7K
$5.17M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
21.8K+ 1674.21% |
$1.18M - $1.27M
|
23.1K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
21.8K+ 23.2% |
$1.18M - $1.27M
|
116K
$6.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21.7KNew |
$1.17M - $1.26M
|
21.7K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
21.6K+ 152.59% |
$1.17M - $1.26M
|
35.8K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21.2K+ 9.17% |
$1.14M - $1.23M
|
253K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.1K+ 89.27% |
$1.14M - $1.23M
|
44.7K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
21.1KNew |
$1.14M - $1.22M
|
21.1K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
20.8K+ 41.61% |
$1.12M - $1.21M
|
70.8K
$4.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
20.7K+ 17.82% |
$1.12M - $1.21M
|
137K
$7.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
20.3K+ 7.27% |
$1.1M - $1.18M
|
300K
$17.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
20KNew |
$1.08M - $1.16M
|
20K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
19.7K+ 48.84% |
$1.06M - $1.14M
|
60K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
19.6K+ 15.44% |
$1.06M - $1.14M
|
147K
$8.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.5K+ 4.37% |
$1.05M - $1.13M
|
466K
$27.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
19.2K+ 87.36% |
$1.04M - $1.12M
|
41.3K
$2.4M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
19.2KNew |
$1.03M - $1.11M
|
19.2K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
19.1KNew |
$1.03M - $1.11M
|
19.1K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
18.9K+ 42.52% |
$1.02M - $1.1M
|
63.4K
$3.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
18.9KNew |
$1.02M - $1.1M
|
18.9K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.8K+ 34.45% |
$1.02M - $1.09M
|
73.5K
$4.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.3K+ 25.76% |
$987K - $1.06M
|
89.3K
$5.2M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
18.2K+ 94.6% |
$980K - $1.06M
|
37.4K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18.1K+ 18.93% |
$975K - $1.05M
|
114K
$6.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
18KNew |
$972K - $1.05M
|
18K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18K+ 121.54% |
$971K - $1.05M
|
32.8K
$1.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 4.81% |
$971K - $1.05M
|
392K
$22.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
18K+ 84.69% |
$969K - $1.05M
|
39.2K
$2.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
17.9KNew |
$967K - $1.04M
|
17.9K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
17.9K+ 27.92% |
$965K - $1.04M
|
82K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.7KNew |
$957K - $1.03M
|
17.7K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
17.6K+ 109.52% |
$947K - $1.02M
|
33.6K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
17.4K+ 26.53% |
$941K - $1.01M
|
83.2K
$4.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
17.3K+ 29.42% |
$933K - $1.01M
|
76.1K
$4.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.2KNew |
$927K - $1M
|
17.2K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.9K+ 3298.24% |
$909K - $980K
|
17.4K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
16.7K+ 10.55% |
$899K - $969K
|
175K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.3K+ 12.82% |
$881K - $950K
|
144K
$8.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
16.2KNew |
$873K - $941K
|
16.2K
$943K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
16K+ 44.84% |
$864K - $931K
|
51.7K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
15.5KNew |
$835K - $901K
|
15.5K
$902K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.2K+ 3.27% |
$820K - $884K
|
480K
$28M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
15K+ 14.35% |
$811K - $874K
|
120K
$6.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
15KNew |
$809K - $872K
|
15K
$874K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.9K+ 50.78% |
$805K - $867K
|
44.3K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.9K+ 174.06% |
$804K - $866K
|
23.5K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
14.8KNew |
$798K - $861K
|
14.8K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
14.6KNew |
$788K - $850K
|
14.6K
$851K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.6K+ 47.84% |
$787K - $849K
|
45.1K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
14.3KNew |
$773K - $833K
|
14.3K
$835K
|