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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
SELL
|
- |
-1.58M- 98.22% |
$78.4M - $88.6M
|
28.5K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-915K- 98.09% |
$45.5M - $51.4M
|
17.8K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-424K- 72.15% |
$21.1M - $23.8M
|
164K
$9.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-227K- 55.05% |
$11.3M - $12.8M
|
186K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-210K- 13.54% |
$10.4M - $11.8M
|
1.34M
$77.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-186K- 80.75% |
$9.22M - $10.4M
|
44.2K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-143K- 59.98% |
$7.11M - $8.03M
|
95.5K
$5.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-139K- 35.84% |
$6.92M - $7.81M
|
249K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-111K- 3.0% |
$5.5M - $6.21M
|
3.58M
$207M
|
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-110K- 89.42% |
$5.48M - $6.19M
|
13K
$753K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-104K- 8.92% |
$5.15M - $5.82M
|
1.06M
$61.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-103K- 44.09% |
$5.12M - $5.78M
|
131K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-81.6K- 61.52% |
$4.05M - $4.58M
|
51K
$2.95M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-74.4K- 89.54% |
$3.7M - $4.18M
|
8.69K
$502K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-59.9K- 3.34% |
$2.98M - $3.36M
|
1.74M
$100M
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-49.1K- 76.19% |
$2.44M - $2.76M
|
15.3K
$886K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-39.4K- 37.74% |
$1.96M - $2.21M
|
65.1K
$3.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-39.1K- 34.25% |
$1.94M - $2.19M
|
75K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-36.9K- 59.2% |
$1.83M - $2.07M
|
25.4K
$1.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.6K- 38.65% |
$1.77M - $2M
|
56.6K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-33K- 38.14% |
$1.64M - $1.85M
|
53.6K
$3.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-27.5K- 53.63% |
$1.37M - $1.54M
|
23.8K
$1.37M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-26.6K- 16.89% |
$1.32M - $1.49M
|
131K
$7.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-25.1K- 11.69% |
$1.25M - $1.41M
|
190K
$11M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-21.9K- 25.47% |
$1.09M - $1.23M
|
64.1K
$3.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-19.6K- 21.13% |
$973K - $1.1M
|
73.1K
$4.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-18.5K- 87.26% |
$918K - $1.04M
|
2.7K
$156K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-13.7K- 34.85% |
$680K - $767K
|
25.6K
$1.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11.5K- 27.8% |
$573K - $647K
|
30K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-10.8K- 45.99% |
$534K - $603K
|
12.6K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.7K- 84.94% |
$531K - $600K
|
1.9K
$109K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-9.35K- 3.39% |
$465K - $525K
|
266K
$15.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-8.1K- 3.82% |
$403K - $455K
|
204K
$11.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-8.02K- 19.31% |
$399K - $450K
|
33.5K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.02K- 94.01% |
$398K - $450K
|
511
$29.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.4K- 14.25% |
$368K - $415K
|
44.5K
$2.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-7.25K- 5.39% |
$360K - $407K
|
127K
$7.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6.6K- 45.21% |
$328K - $370K
|
8K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.3K- 8.15% |
$313K - $354K
|
71K
$4.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.74K- 49.25% |
$285K - $322K
|
5.92K
$342K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.27K- 7.42% |
$262K - $296K
|
65.7K
$3.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-5.12K- 8.57% |
$255K - $287K
|
54.7K
$3.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.45K- 14.88% |
$221K - $250K
|
25.4K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.31K- 6.3% |
$214K - $242K
|
64.1K
$3.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.05K- 24.07% |
$201K - $227K
|
12.8K
$737K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.84K- 36.59% |
$191K - $215K
|
6.65K
$384K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-3.77K- 22.01% |
$187K - $211K
|
13.4K
$771K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-3.34K- 23.5% |
$166K - $187K
|
10.9K
$627K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.33K- 10.31% |
$166K - $187K
|
29K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.33K- 86.56% |
$165K - $187K
|
517
$29.9K
|