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
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-130- 0.3% |
$6.37K - $7.06K
|
42.6K
$2.47M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-170- 29.82% |
$8.33K - $9.23K
|
400
$23.2K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-205- 17.01% |
$10K - $11.1K
|
1K
$58.1K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-205- 17.01% |
$10K - $11.1K
|
1K
$58.1K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-283- 0.42% |
$13.9K - $15.4K
|
67.8K
$3.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-290- 4.16% |
$14.2K - $15.7K
|
6.68K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-331- 4.47% |
$16.2K - $18K
|
7.07K
$411K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-340- 0.91% |
$16.7K - $18.5K
|
36.9K
$2.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-369- 1.07% |
$18.1K - $20K
|
34.1K
$1.98M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-406- 91.24% |
$19.9K - $22K
|
39
$2.26K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-473- 0.7% |
$23.2K - $25.7K
|
67.1K
$3.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-508- 42.72% |
$24.9K - $27.6K
|
681
$39.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-517- 2.31% |
$25.3K - $28.1K
|
21.9K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-522- 4.01% |
$25.6K - $28.3K
|
12.5K
$726K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-533- 3.26% |
$26.1K - $28.9K
|
15.8K
$919K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-574- 0.55% |
$28.1K - $31.2K
|
103K
$5.99M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-699- 4.81% |
$34.3K - $37.9K
|
13.8K
$804K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-712- 8.27% |
$34.9K - $38.7K
|
7.89K
$458K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-737- 0.32% |
$36.1K - $40K
|
233K
$13.5M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-807- 3.31% |
$39.6K - $43.8K
|
23.6K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-835- 13.05% |
$40.9K - $45.3K
|
5.56K
$323K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-877- 52.74% |
$43K - $47.6K
|
786
$45.6K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-962- 1.57% |
$47.2K - $52.2K
|
60.2K
$3.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.07K- 0.23% |
$52.5K - $58.2K
|
473K
$27.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.08K- 4.95% |
$53K - $58.7K
|
20.8K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.14K- 12.54% |
$55.7K - $61.7K
|
7.92K
$460K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 2.92% |
$56.3K - $62.4K
|
38.2K
$2.22M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.18K- 5.16% |
$57.7K - $64K
|
21.6K
$1.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.19K- 5.67% |
$58.5K - $64.8K
|
19.9K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.2K- 21.82% |
$58.8K - $65.1K
|
4.3K
$250K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.25K- 84.54% |
$61.1K - $67.7K
|
228
$13.2K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.34K- 3.66% |
$65.5K - $72.5K
|
35.2K
$2.04M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.34K- 13.11% |
$65.7K - $72.7K
|
8.89K
$516K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.78K- 11.77% |
$87.4K - $96.7K
|
13.4K
$776K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.83K- 66.39% |
$89.9K - $99.5K
|
928
$53.9K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.89K- 1.68% |
$92.6K - $103K
|
111K
$6.43M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 27.52% |
$106K - $117K
|
5.69K
$330K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.43K- 5.28% |
$119K - $132K
|
43.5K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.5K- 8.54% |
$123K - $136K
|
26.8K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.59K- 56.56% |
$127K - $140K
|
1.99K
$115K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-2.87K- 0.5% |
$141K - $156K
|
574K
$33.3M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.02K- 50.74% |
$148K - $164K
|
2.93K
$170K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-3.24K- 42.23% |
$159K - $176K
|
4.43K
$257K
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-3.25K- 1.47% |
$159K - $177K
|
218K
$12.7M
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-3.39K- 17.57% |
$166K - $184K
|
15.9K
$923K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.51K- 15.36% |
$172K - $191K
|
19.4K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3.9K- 68.48% |
$191K - $212K
|
1.79K
$104K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.09K- 37.23% |
$201K - $222K
|
6.9K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4.68K- 1.37% |
$230K - $254K
|
337K
$19.6M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.87K- 9.81% |
$239K - $264K
|
44.7K
$2.6M
|