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 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4K+ 3007.52% |
$216K - $233K
|
4.13K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4KNew |
$216K - $233K
|
4K
$233K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4K+ 0.58% |
$216K - $233K
|
689K
$40.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
3.97K+ 52.21% |
$214K - $231K
|
11.6K
$675K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.97K+ 9.36% |
$214K - $231K
|
46.4K
$2.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.96K+ 5.27% |
$214K - $230K
|
79.1K
$4.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.95KNew |
$213K - $229K
|
3.95K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
3.82K+ 35.2% |
$206K - $222K
|
14.7K
$855K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.8KNew |
$205K - $221K
|
3.8K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.8KNew |
$205K - $221K
|
3.8K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.79K+ 40.39% |
$204K - $220K
|
13.2K
$768K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.77KNew |
$204K - $219K
|
3.77K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
3.76KNew |
$203K - $219K
|
3.76K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.75KNew |
$202K - $218K
|
3.75K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.73K+ 12.8% |
$201K - $217K
|
32.9K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.73K+ 85.99% |
$201K - $217K
|
8.06K
$470K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.7K+ 17.01% |
$199K - $215K
|
25.4K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.69K+ 11.28% |
$199K - $215K
|
36.4K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.65KNew |
$197K - $212K
|
3.65K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.63KNew |
$196K - $211K
|
3.63K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.62K+ 12.59% |
$195K - $210K
|
32.4K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
3.62KNew |
$195K - $210K
|
3.62K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.61K+ 22.21% |
$195K - $210K
|
19.9K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.61K+ 2.73% |
$194K - $210K
|
136K
$7.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.6KNew |
$194K - $209K
|
3.6K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.58K+ 53.26% |
$193K - $208K
|
10.3K
$601K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.58K+ 4.25% |
$193K - $208K
|
87.8K
$5.11M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.56K+ 8.37% |
$192K - $207K
|
46.1K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.54K+ 56.72% |
$191K - $206K
|
9.79K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
3.54K+ 1.43% |
$191K - $206K
|
251K
$14.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.5K+ 166.16% |
$189K - $204K
|
5.61K
$327K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
3.5K+ 22.0% |
$189K - $204K
|
19.4K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
3.49K+ 873.25% |
$188K - $203K
|
3.89K
$227K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
3.47K+ 10.31% |
$187K - $202K
|
37.2K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.41K+ 29.04% |
$184K - $198K
|
15.2K
$883K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.36K+ 15.16% |
$181K - $195K
|
25.5K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.35K+ 34.84% |
$180K - $195K
|
13K
$755K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
3.3K+ 126.93% |
$178K - $192K
|
5.89K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.23K+ 82.57% |
$174K - $188K
|
7.14K
$416K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.21K+ 17.23% |
$173K - $186K
|
21.8K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.18K+ 17.81% |
$171K - $185K
|
21K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.15K+ 6.99% |
$170K - $183K
|
48.2K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.11K+ 11.54% |
$168K - $181K
|
30.1K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.06K+ 4.41% |
$165K - $178K
|
72.5K
$4.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3K+ 37.5% |
$162K - $174K
|
11K
$641K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.92K+ 4.42% |
$157K - $170K
|
68.8K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.87K+ 4.85% |
$155K - $167K
|
62K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.84K+ 42.41% |
$153K - $165K
|
9.54K
$556K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.82KNew |
$152K - $164K
|
2.82K
$165K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.72K+ 17.52% |
$147K - $158K
|
18.2K
$1.06M
|