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 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.04K+ 2.28% |
$110K - $118K
|
91.6K
$4.74M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
2.03KNew |
$109K - $118K
|
2.03K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.02K+ 6.83% |
$109K - $118K
|
31.6K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.98K+ 3.69% |
$107K - $115K
|
55.5K
$2.88M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.97K+ 16.96% |
$106K - $114K
|
13.6K
$703K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.93K+ 4.8% |
$104K - $112K
|
42.1K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.9K+ 42.22% |
$102K - $110K
|
6.4K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.88KNew |
$102K - $109K
|
1.88K
$97.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.87K+ 28.89% |
$101K - $109K
|
8.35K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.83KNew |
$98.8K - $106K
|
1.83K
$94.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.82K+ 30.81% |
$98K - $106K
|
7.71K
$400K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.8KNew |
$97.1K - $105K
|
1.8K
$93.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.64K+ 1.93% |
$88.2K - $95.1K
|
86.4K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.63K+ 1.45% |
$88.1K - $95K
|
114K
$5.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.59K+ 50.99% |
$85.7K - $92.4K
|
4.71K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.59K+ 14.12% |
$85.7K - $92.3K
|
12.8K
$665K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.55K+ 0.81% |
$83.4K - $89.9K
|
191K
$9.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.52KNew |
$81.8K - $88.2K
|
1.52K
$78.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.49K+ 9.45% |
$80.5K - $86.8K
|
17.3K
$896K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
1.49K+ 10.56% |
$80.2K - $86.5K
|
15.6K
$807K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$78.9K - $85.1K
|
1.46K
$75.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.45K+ 6.81% |
$78.3K - $84.4K
|
22.8K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.45K+ 4.32% |
$78.1K - $84.2K
|
35K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.44K+ 13.89% |
$77.6K - $83.6K
|
11.8K
$611K
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.42K+ 5.25% |
$76.3K - $82.3K
|
28.4K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.4K+ 5.56% |
$75.3K - $81.2K
|
26.5K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.26KNew |
$68K - $73.3K
|
1.26K
$65.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.26K+ 368.04% |
$67.7K - $73K
|
1.6K
$82.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.25K+ 4.62% |
$67.5K - $72.8K
|
28.3K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.25K+ 12.56% |
$67.2K - $72.4K
|
11.2K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.23K+ 7.41% |
$66.1K - $71.2K
|
17.8K
$920K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.21KNew |
$65.1K - $70.1K
|
1.21K
$62.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.2K+ 8.42% |
$64.5K - $69.5K
|
15.4K
$798K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.16K+ 7.77% |
$62.7K - $67.6K
|
16.1K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.15K+ 0.5% |
$62.2K - $67.1K
|
234K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1.14K+ 15.84% |
$61.2K - $66K
|
8.3K
$430K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.11K+ 31.94% |
$59.9K - $64.6K
|
4.59K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.1KNew |
$59.3K - $63.9K
|
1.1K
$56.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.09K+ 22.1% |
$58.8K - $63.4K
|
6.02K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
1.08K+ 2.05% |
$58.2K - $62.7K
|
53.8K
$2.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.07K+ 82.2% |
$57.6K - $62K
|
2.37K
$123K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.01K+ 312.73% |
$54.3K - $58.6K
|
1.33K
$68.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1K+ 10.64% |
$54.2K - $58.4K
|
10.4K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1KNew |
$53.9K - $58.2K
|
1K
$51.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1K+ 17.35% |
$53.9K - $58.2K
|
6.76K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1K+ 19.61% |
$53.9K - $58.2K
|
6.1K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
1K+ 100.0% |
$53.9K - $58.2K
|
2K
$104K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1K+ 25.0% |
$53.9K - $58.2K
|
5K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
985+ 2.5% |
$53.1K - $57.3K
|
40.4K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
975+ 4.72% |
$52.6K - $56.7K
|
21.6K
$1.12M
|