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 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.08K+ 17.76% |
$436K - $470K
|
53.6K
$2.78M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
8.04KNew |
$434K - $467K
|
8.04K
$416K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
8KNew |
$431K - $465K
|
8K
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.93K+ 7.22% |
$428K - $461K
|
118K
$6.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.87K+ 178.25% |
$424K - $457K
|
12.3K
$636K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7.75KNew |
$418K - $451K
|
7.75K
$402K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.57K+ 104.61% |
$408K - $440K
|
14.8K
$767K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.51K+ 9.99% |
$405K - $436K
|
82.6K
$4.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.38K+ 16.18% |
$398K - $429K
|
53K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
7.34KNew |
$396K - $427K
|
7.34K
$380K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.33K+ 14.5% |
$396K - $426K
|
57.9K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
7.32KNew |
$395K - $426K
|
7.32K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.27KNew |
$392K - $423K
|
7.27K
$376K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.27K+ 17.33% |
$392K - $422K
|
49.2K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.26KNew |
$392K - $422K
|
7.26K
$376K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
7.21K+ 8.67% |
$389K - $419K
|
90.4K
$4.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
6.78K+ 6.97% |
$366K - $394K
|
104K
$5.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
6.7KNew |
$361K - $389K
|
6.7K
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
6.67KNew |
$360K - $388K
|
6.67K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.67KNew |
$360K - $388K
|
6.67K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.59KNew |
$356K - $383K
|
6.59K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.48K+ 17.24% |
$350K - $377K
|
44.1K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6.46KNew |
$348K - $376K
|
6.46K
$335K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
6.45K+ 1.57% |
$348K - $375K
|
418K
$21.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.36K+ 138.7% |
$343K - $370K
|
10.9K
$567K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6.27KNew |
$338K - $365K
|
6.27K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
6.25KNew |
$337K - $364K
|
6.25K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.09K+ 6.23% |
$328K - $354K
|
104K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.05KNew |
$326K - $352K
|
6.05K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.02KNew |
$325K - $350K
|
6.02K
$312K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6KNew |
$324K - $349K
|
6K
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.97K+ 35.73% |
$322K - $347K
|
22.7K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.91KNew |
$319K - $344K
|
5.91K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.9K+ 12.46% |
$318K - $343K
|
53.3K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
5.88K+ 3.83% |
$317K - $342K
|
160K
$8.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.87K+ 21.06% |
$317K - $341K
|
33.7K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.83KNew |
$315K - $339K
|
5.83K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.74K+ 3.07% |
$310K - $334K
|
193K
$9.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
5.73K+ 31.82% |
$309K - $333K
|
23.8K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
5.61K+ 23.59% |
$302K - $326K
|
29.4K
$1.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.58K+ 44.09% |
$301K - $325K
|
18.2K
$945K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.53K+ 13.11% |
$298K - $321K
|
47.7K
$2.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
5.5KNew |
$297K - $320K
|
5.5K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.45K+ 112.1% |
$294K - $317K
|
10.3K
$534K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.45K+ 105.38% |
$294K - $317K
|
10.6K
$550K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.24K+ 6.72% |
$282K - $304K
|
83.2K
$4.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.2K+ 9.46% |
$280K - $302K
|
60.1K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.12K+ 42.27% |
$276K - $298K
|
17.2K
$893K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
5.11KNew |
$276K - $297K
|
5.11K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5.06K+ 16.85% |
$273K - $294K
|
35K
$1.82M
|