Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.02M- 98.07% |
$163M - $176M
|
59.4K
$3.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-989K- 98.06% |
$53.4M - $57.5M
|
19.6K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-562K- 71.53% |
$30.3M - $32.7M
|
224K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-339K- 79.62% |
$18.3M - $19.7M
|
86.7K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-320K- 98.21% |
$17.3M - $18.6M
|
5.85K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-291K- 73.69% |
$15.7M - $16.9M
|
104K
$5.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-241K- 9.52% |
$13M - $14M
|
2.29M
$130M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-207K- 24.4% |
$11.2M - $12.1M
|
643K
$36.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-173K- 93.14% |
$9.33M - $10.1M
|
12.7K
$721K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-122K- 11.66% |
$6.6M - $7.12M
|
927K
$52.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-121K- 92.12% |
$6.55M - $7.06M
|
10.4K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-98.5K- 38.08% |
$5.31M - $5.73M
|
160K
$9.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-90.2K- 26.49% |
$4.86M - $5.24M
|
250K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-88.3K- 14.64% |
$4.77M - $5.14M
|
515K
$29.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-57.4K- 93.63% |
$3.09M - $3.34M
|
3.91K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-53.2K- 72.8% |
$2.87M - $3.09M
|
19.9K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-50.9K- 8.03% |
$2.74M - $2.96M
|
583K
$33M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-49.9K- 21.53% |
$2.69M - $2.9M
|
182K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-46.5K- 52.68% |
$2.51M - $2.7M
|
41.8K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-41.6K- 12.26% |
$2.24M - $2.42M
|
298K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-40.1K- 78.48% |
$2.16M - $2.33M
|
11K
$621K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-32.9K- 46.87% |
$1.77M - $1.91M
|
37.3K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-32.6K- 29.26% |
$1.76M - $1.9M
|
78.9K
$4.46M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-29.7K- 6.25% |
$1.6M - $1.73M
|
446K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-26.4K- 22.24% |
$1.42M - $1.54M
|
92.3K
$5.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-25.9K- 4.96% |
$1.39M - $1.5M
|
496K
$28M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-23.5K- 24.91% |
$1.27M - $1.37M
|
71K
$4.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-22.4K- 2.03% |
$1.21M - $1.3M
|
1.08M
$61.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-20.8K- 18.83% |
$1.12M - $1.21M
|
89.7K
$5.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-17.8K- 69.97% |
$960K - $1.04M
|
7.64K
$432K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17.2K- 60.75% |
$928K - $1M
|
11.1K
$628K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-15.8K- 61.97% |
$855K - $921K
|
9.73K
$550K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12K- 48.63% |
$648K - $699K
|
12.7K
$718K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-11.7K- 19.48% |
$632K - $681K
|
48.4K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-10.6K- 36.44% |
$573K - $617K
|
18.5K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.55K- 3.5% |
$461K - $497K
|
236K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-8.26K- 49.76% |
$445K - $480K
|
8.34K
$471K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.51K- 22.45% |
$351K - $378K
|
22.5K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5.85K- 7.57% |
$316K - $340K
|
71.4K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.33K- 7.13% |
$287K - $310K
|
69.4K
$3.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.26K- 27.24% |
$284K - $306K
|
14.1K
$795K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.99K- 19.65% |
$269K - $290K
|
20.4K
$1.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.64K- 45.08% |
$250K - $270K
|
5.65K
$319K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.38K- 43.14% |
$236K - $255K
|
5.77K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-4.23K- 3.74% |
$228K - $246K
|
109K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-3.63K- 27.16% |
$196K - $211K
|
9.73K
$550K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.51K- 12.47% |
$189K - $204K
|
24.6K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.5K- 5.46% |
$189K - $203K
|
60.6K
$3.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.16K- 99.87% |
$170K - $183K
|
4
$226
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.87K- 0.8% |
$155K - $167K
|
355K
$20.1M
|