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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
520+ 16.8% |
$25.8K - $29.2K
|
3.62K
$205K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
509+ 14.61% |
$25.3K - $28.6K
|
3.99K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
500+ 9.01% |
$24.9K - $28.1K
|
6.05K
$342K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
500New |
$24.9K - $28.1K
|
500
$28.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
460+ 11.26% |
$22.9K - $25.8K
|
4.55K
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
456New |
$22.7K - $25.6K
|
456
$25.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
419+ 4.95% |
$20.8K - $23.5K
|
8.88K
$502K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
400+ 4.24% |
$19.9K - $22.4K
|
9.83K
$556K
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
400New |
$19.9K - $22.4K
|
400
$22.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
377+ 29.64% |
$18.7K - $21.2K
|
1.65K
$93.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
366+ 3.67% |
$18.2K - $20.5K
|
10.4K
$586K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
330+ 0.76% |
$16.4K - $18.5K
|
43.8K
$2.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
322New |
$16K - $18.1K
|
322
$18.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
322+ 2.08% |
$16K - $18.1K
|
15.8K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
300+ 6.25% |
$14.9K - $16.8K
|
5.1K
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
294+ 3.22% |
$14.6K - $16.5K
|
9.44K
$534K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
259+ 5.38% |
$12.9K - $14.5K
|
5.07K
$287K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
241+ 2.56% |
$12K - $13.5K
|
9.64K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
232+ 6.1% |
$11.5K - $13K
|
4.04K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
232+ 1.0% |
$11.5K - $13K
|
23.4K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
217+ 0.37% |
$10.8K - $12.2K
|
58.2K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
209+ 7.22% |
$10.4K - $11.7K
|
3.1K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
200New |
$9.94K - $11.2K
|
200
$11.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
200New |
$9.94K - $11.2K
|
200
$11.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
197New |
$9.79K - $11.1K
|
197
$11.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
190+ 6.49% |
$9.44K - $10.7K
|
3.12K
$176K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
188+ 7.57% |
$9.34K - $10.5K
|
2.67K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
182+ 3.08% |
$9.05K - $10.2K
|
6.1K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
175New |
$8.7K - $9.82K
|
175
$9.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
170+ 42.5% |
$8.45K - $9.54K
|
570
$32.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
154+ 2.68% |
$7.65K - $8.64K
|
5.9K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
151New |
$7.5K - $8.47K
|
151
$8.54K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
140+ 0.36% |
$6.96K - $7.86K
|
39.3K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
137+ 1.81% |
$6.81K - $7.69K
|
7.71K
$436K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
136+ 0.47% |
$6.76K - $7.63K
|
29.1K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
128+ 0.26% |
$6.36K - $7.18K
|
49.2K
$2.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
114New |
$5.67K - $6.4K
|
114
$6.45K
|
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
108+ 2.7% |
$5.37K - $6.06K
|
4.11K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
101+ 0.45% |
$5.02K - $5.67K
|
22.8K
$1.29M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
100New |
$4.97K - $5.61K
|
100
$5.66K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
94+ 7.81% |
$4.67K - $5.27K
|
1.3K
$73.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
93New |
$4.62K - $5.22K
|
93
$5.26K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
90New |
$4.47K - $5.05K
|
90
$5.09K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
83+ 166.0% |
$4.13K - $4.66K
|
133
$7.52K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
83+ 0.68% |
$4.13K - $4.66K
|
12.3K
$699K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
82+ 0.81% |
$4.08K - $4.6K
|
10.2K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
75+ 0.51% |
$3.73K - $4.21K
|
14.6K
$829K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
72+ 1.93% |
$3.58K - $4.04K
|
3.81K
$215K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
72+ 0.18% |
$3.58K - $4.04K
|
40.1K
$2.27M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
70+ 0.35% |
$3.48K - $3.93K
|
20.1K
$1.14M
|