Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
5.77K+ 65.07% |
$283K - $313K
|
14.6K
$850K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.74K+ 94.89% |
$281K - $311K
|
11.8K
$684K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
5.67KNew |
$278K - $308K
|
5.67K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.66K+ 67.08% |
$278K - $307K
|
14.1K
$819K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
5.63KNew |
$276K - $306K
|
5.63K
$327K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.6K+ 12.36% |
$274K - $304K
|
50.9K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5.5KNew |
$270K - $299K
|
5.5K
$319K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5.47KNew |
$268K - $297K
|
5.47K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.43KNew |
$266K - $295K
|
5.43K
$315K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.41K+ 76.36% |
$265K - $294K
|
12.5K
$725K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.37K+ 6.15% |
$263K - $291K
|
92.6K
$5.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
5.35K+ 33.54% |
$262K - $290K
|
21.3K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.33KNew |
$261K - $289K
|
5.33K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.27KNew |
$258K - $286K
|
5.27K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5.2KNew |
$255K - $282K
|
5.2K
$302K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
5.12KNew |
$251K - $278K
|
5.12K
$297K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.06K+ 43.33% |
$248K - $275K
|
16.7K
$972K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.04K+ 10.9% |
$247K - $274K
|
51.3K
$2.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
5.03K+ 76.51% |
$246K - $273K
|
11.6K
$674K
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5.02K+ 10.07% |
$246K - $272K
|
54.8K
$3.18M
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
5KNew |
$245K - $271K
|
5K
$290K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5K+ 21.83% |
$245K - $271K
|
27.9K
$1.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
5KNew |
$245K - $271K
|
5K
$290K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.98K+ 14.14% |
$244K - $271K
|
40.2K
$2.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.97KNew |
$243K - $270K
|
4.97K
$288K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.85K+ 33.1% |
$238K - $263K
|
19.5K
$1.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.81KNew |
$236K - $261K
|
4.81K
$279K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.79K+ 2.14% |
$235K - $260K
|
228K
$13.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
4.78KNew |
$235K - $260K
|
4.78K
$278K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
4.77KNew |
$234K - $259K
|
4.77K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
4.75K+ 5.99% |
$233K - $258K
|
84.2K
$4.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
4.71K+ 38.41% |
$231K - $256K
|
17K
$986K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.71K+ 25.97% |
$231K - $256K
|
22.8K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4.67KNew |
$229K - $253K
|
4.67K
$271K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
4.59K+ 9.98% |
$225K - $249K
|
50.6K
$2.94M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.59K+ 16.32% |
$225K - $249K
|
32.7K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.58K+ 108.02% |
$225K - $249K
|
8.82K
$512K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4.57KNew |
$224K - $248K
|
4.57K
$265K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.46KNew |
$219K - $242K
|
4.46K
$259K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.38K+ 64.87% |
$215K - $238K
|
11.1K
$647K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
4.26KNew |
$209K - $231K
|
4.26K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.24KNew |
$208K - $230K
|
4.24K
$246K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.24KNew |
$208K - $230K
|
4.24K
$246K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.24KNew |
$208K - $230K
|
4.24K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.22KNew |
$207K - $229K
|
4.22K
$245K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.19KNew |
$205K - $227K
|
4.19K
$243K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.13KNew |
$202K - $224K
|
4.13K
$240K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.1KNew |
$201K - $223K
|
4.1K
$238K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.1KNew |
$201K - $223K
|
4.1K
$238K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.09K+ 90.47% |
$201K - $222K
|
8.61K
$500K
|