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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.22K- 10.35% |
$160K - $181K
|
27.9K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.21K- 9.36% |
$159K - $180K
|
31.1K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.11K- 25.83% |
$155K - $175K
|
8.94K
$509K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-2.99K- 3.41% |
$149K - $168K
|
84.8K
$4.83M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.97K- 2.5% |
$148K - $167K
|
116K
$6.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 43.88% |
$142K - $161K
|
3.66K
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-2.67K- 3.07% |
$133K - $150K
|
84.2K
$4.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.64K- 8.97% |
$131K - $148K
|
26.8K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.52K- 11.98% |
$125K - $141K
|
18.5K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.51K- 10.55% |
$125K - $141K
|
21.3K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.46K- 14.12% |
$122K - $138K
|
15K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.41K- 2.7% |
$120K - $135K
|
86.8K
$4.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.36K- 29.04% |
$117K - $132K
|
5.76K
$328K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.3K- 8.11% |
$114K - $129K
|
26.1K
$1.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.26K- 7.11% |
$112K - $127K
|
29.5K
$1.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.26K- 18.0% |
$112K - $127K
|
10.3K
$586K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-2.24K- 8.09% |
$112K - $126K
|
25.5K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.05K- 0.52% |
$102K - $115K
|
395K
$22.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.92K- 7.02% |
$95.3K - $108K
|
25.4K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.9K- 10.35% |
$94.4K - $107K
|
16.5K
$937K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.76K- 7.59% |
$87.5K - $98.8K
|
21.4K
$1.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.75K- 3.43% |
$87K - $98.2K
|
49.3K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.7K- 6.78% |
$84.4K - $95.3K
|
23.3K
$1.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.65K- 16.96% |
$82K - $92.6K
|
8.08K
$460K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.63K- 4.6% |
$81.1K - $91.5K
|
33.8K
$1.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.58K- 18.05% |
$78.3K - $88.4K
|
7.15K
$408K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.43K- 15.16% |
$71K - $80.2K
|
8K
$456K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.36K- 25.8% |
$67.4K - $76.1K
|
3.9K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-1.27K- 6.59% |
$63.2K - $71.3K
|
18K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.22K- 6.65% |
$60.6K - $68.4K
|
17.1K
$976K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.21K- 1.95% |
$60K - $67.8K
|
60.7K
$3.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.18K- 4.04% |
$58.7K - $66.3K
|
28K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.1K- 8.66% |
$54.7K - $61.7K
|
11.6K
$661K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.04K- 5.53% |
$51.9K - $58.6K
|
17.8K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-1K- 15.22% |
$49.7K - $56.1K
|
5.57K
$317K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-963- 7.32% |
$47.9K - $54K
|
12.2K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-899- 4.85% |
$44.7K - $50.4K
|
17.6K
$1M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-899- 4.85% |
$44.7K - $50.4K
|
17.6K
$1M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-847- 3.94% |
$42.1K - $47.5K
|
20.7K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-819- 2.04% |
$40.7K - $46K
|
39.4K
$2.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-765- 15.59% |
$38K - $42.9K
|
4.14K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-743- 0.38% |
$36.9K - $41.7K
|
194K
$11M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-734- 7.62% |
$36.5K - $41.2K
|
8.89K
$507K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-620- 0.54% |
$30.8K - $34.8K
|
115K
$6.56M
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-610- 0.92% |
$30.3K - $34.2K
|
65.7K
$3.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-440- 4.82% |
$21.9K - $24.7K
|
8.69K
$495K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-438- 1.85% |
$21.8K - $24.6K
|
23.2K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-410- 3.23% |
$20.4K - $23K
|
12.3K
$699K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-400- 1.66% |
$19.9K - $22.4K
|
23.6K
$1.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-388- 1.18% |
$19.3K - $21.8K
|
32.4K
$1.85M
|