Purchases and Sales Made in Q1 2023 in J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This table provides information about the institutional ownership of J P Morgan ETF Tr Nasdaq Equit (JEPQ) during Q1 2023. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR NASDAQ EQUIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
614+ 3.63% |
$24.7K - $27.7K
|
17.5K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
572New |
$23K - $25.8K
|
572
$32.9K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
513+ 7.89% |
$20.6K - $23.1K
|
7.01K
$404K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
506New |
$20.4K - $22.8K
|
506
$29.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
434+ 6.55% |
$17.5K - $19.6K
|
7.06K
$406K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
319+ 319.0% |
$12.8K - $14.4K
|
419
$24.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
309+ 18.01% |
$12.4K - $13.9K
|
2.03K
$117K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
246+ 3.38% |
$9.9K - $11.1K
|
7.52K
$433K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
231New |
$9.3K - $10.4K
|
231
$13.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
186+ 0.24% |
$7.49K - $8.39K
|
78.3K
$4.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
175+ 111.46% |
$7.04K - $7.89K
|
332
$19.1K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
150New |
$6.04K - $6.76K
|
150
$8.64K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
137New |
$5.51K - $6.18K
|
137
$7.89K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
124+ 103.33% |
$4.99K - $5.59K
|
244
$14K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
100New |
$4.03K - $4.51K
|
100
$5.76K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
50New |
$2.01K - $2.25K
|
50
$2.88K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
45New |
$1.81K - $2.03K
|
45
$2.59K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
23+ 0.46% |
$926 - $1.04K
|
5.04K
$290K
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
23+ 0.31% |
$926 - $1.04K
|
7.4K
$426K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 44.0% |
$443 - $496
|
36
$2.07K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
7+ 63.64% |
$282 - $316
|
18
$1.04K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
5+ 4.24% |
$201 - $225
|
123
$7.08K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
5New |
$201 - $225
|
5
$288
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
SELL
|
- |
-10- 0.01% |
$403 - $451
|
69.4K
$3.99M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-169- 7.42% |
$6.8K - $7.62K
|
2.11K
$121K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-332- 3.74% |
$13.4K - $15K
|
8.55K
$492K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-419- 4.83% |
$16.9K - $18.9K
|
8.26K
$475K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-458- 8.38% |
$18.4K - $20.7K
|
5.01K
$288K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-675- 9.51% |
$27.2K - $30.4K
|
6.42K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-716- 10.47% |
$28.8K - $32.3K
|
6.12K
$352K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-728- 4.95% |
$29.3K - $32.8K
|
14K
$804K
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-728- 4.97% |
$29.3K - $32.8K
|
13.9K
$801K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.35K- 12.35% |
$54.1K - $60.6K
|
9.54K
$549K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.26K- 4.8% |
$91K - $102K
|
44.8K
$2.58M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3K- 23.65% |
$121K - $135K
|
9.69K
$558K
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-3.04K- 1.41% |
$122K - $137K
|
212K
$12.2M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-6.94K- 31.65% |
$279K - $313K
|
15K
$863K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.24K- 78.03% |
$292K - $327K
|
2.04K
$117K
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-7.96K- 52.55% |
$320K - $359K
|
7.19K
$414K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.13K- 3.07% |
$367K - $412K
|
288K
$16.6M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26K- 82.2% |
$1.04M - $1.17M
|
5.62K
$323K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.6K- 32.6% |
$1.39M - $1.56M
|
71.5K
$4.11M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.3K- 72.33% |
$1.42M - $1.59M
|
13.5K
$777K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36K- 50.36% |
$1.45M - $1.62M
|
35.5K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-204K- 78.17% |
$8.23M - $9.22M
|
57.1K
$3.29M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-238K- 30.54% |
$9.59M - $10.7M
|
542K
$31.2M
|