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 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
13.9K+ 14.79% |
$750K - $808K
|
108K
$5.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13.6K+ 8.52% |
$733K - $790K
|
173K
$8.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
13.6K+ 10.65% |
$731K - $789K
|
141K
$7.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
13.5KNew |
$729K - $786K
|
13.5K
$700K
|
|
|
Feb 11, 2025
Q4 2024
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
13.5K+ 13.78% |
$727K - $783K
|
111K
$5.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
13.4K+ 11.48% |
$724K - $781K
|
130K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
13.2K+ 224.15% |
$715K - $770K
|
19.2K
$993K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
13.1K+ 25.89% |
$708K - $763K
|
63.8K
$3.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
12.8KNew |
$692K - $746K
|
12.8K
$664K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.6K+ 32.23% |
$682K - $736K
|
51.9K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
12.5K+ 20.08% |
$676K - $729K
|
75K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 78.99% |
$660K - $712K
|
27.7K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12K+ 19.8% |
$648K - $699K
|
72.7K
$3.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
12K+ 15.47% |
$645K - $695K
|
89.2K
$4.62M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.4KNew |
$615K - $663K
|
11.4K
$590K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.2K+ 29.64% |
$605K - $652K
|
49K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11.1KNew |
$600K - $647K
|
11.1K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
11.1KNew |
$598K - $645K
|
11.1K
$575K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11K+ 15.79% |
$593K - $640K
|
80.7K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10.8K+ 14.31% |
$584K - $630K
|
86.5K
$4.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
10.6KNew |
$571K - $616K
|
10.6K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.6K+ 83.76% |
$571K - $615K
|
23.2K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10.3KNew |
$554K - $597K
|
10.3K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
10.2KNew |
$553K - $596K
|
10.2K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
10.1K+ 11.74% |
$547K - $590K
|
96.5K
$5M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
10.1KNew |
$544K - $587K
|
10.1K
$523K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
10.1K+ 15.99% |
$542K - $585K
|
72.9K
$3.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10KNew |
$542K - $584K
|
10K
$520K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10KNew |
$539K - $582K
|
10K
$518K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9.73KNew |
$525K - $566K
|
9.73K
$504K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
9.73K+ 15.46% |
$525K - $566K
|
72.6K
$3.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
9.71K+ 3.38% |
$524K - $565K
|
297K
$15.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.67K+ 33.01% |
$521K - $562K
|
39K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
9.52K+ 34.86% |
$513K - $553K
|
36.8K
$1.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.02K+ 32.26% |
$487K - $525K
|
37K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
8.96KNew |
$483K - $521K
|
8.96K
$464K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
8.9KNew |
$480K - $517K
|
8.9K
$461K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.86K+ 53.94% |
$478K - $515K
|
25.3K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
8.8K+ 140.47% |
$474K - $511K
|
15.1K
$780K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.76KNew |
$472K - $509K
|
8.76K
$454K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
8.63KNew |
$465K - $502K
|
8.63K
$447K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
8.53K+ 225.11% |
$460K - $496K
|
12.3K
$639K
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
8.4KNew |
$453K - $488K
|
8.4K
$435K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.4KNew |
$453K - $488K
|
8.4K
$435K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.39K+ 0.26% |
$453K - $488K
|
3.24M
$168M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.37K+ 16.51% |
$452K - $487K
|
59.1K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
8.33K+ 33.66% |
$450K - $485K
|
33.1K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.26KNew |
$446K - $480K
|
8.26K
$428K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.2K+ 15.82% |
$443K - $477K
|
60.1K
$3.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
8.08KNew |
$436K - $470K
|
8.08K
$419K
|