Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-2.71K- 8.38% |
$138K - $150K
|
29.6K
$1.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.79K- 21.0% |
$142K - $155K
|
10.5K
$609K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.81K- 37.47% |
$143K - $156K
|
4.69K
$272K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.84K- 17.96% |
$144K - $158K
|
13K
$754K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-3.03K- 1.89% |
$154K - $168K
|
157K
$9.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.15K- 0.95% |
$160K - $175K
|
328K
$19M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.19K- 7.12% |
$162K - $177K
|
41.5K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.62K- 30.77% |
$184K - $201K
|
8.16K
$474K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.01K- 19.33% |
$204K - $223K
|
16.7K
$972K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-4.49K- 10.27% |
$228K - $250K
|
39.3K
$2.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.7K- 2.39% |
$239K - $261K
|
192K
$11.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.1K- 13.83% |
$259K - $283K
|
31.8K
$1.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.96K- 13.14% |
$303K - $331K
|
39.4K
$2.29M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.06K- 32.7% |
$308K - $337K
|
12.5K
$725K
|
|
|
Aug 08, 2024
Q2 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-6.12K- 2.81% |
$311K - $340K
|
212K
$12.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-8.04K- 8.54% |
$409K - $447K
|
86.1K
$5M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-8.32K- 73.33% |
$423K - $462K
|
3.03K
$176K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.4K- 2.58% |
$478K - $522K
|
354K
$20.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11K- 3.27% |
$561K - $613K
|
326K
$18.9M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-13.9K- 13.46% |
$705K - $771K
|
89.2K
$5.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-15.8K- 15.35% |
$801K - $875K
|
86.9K
$5.04M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-16.4K- 33.03% |
$836K - $914K
|
33.4K
$1.94M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-22.9K- 24.17% |
$1.17M - $1.27M
|
72K
$4.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-26.3K- 38.82% |
$1.34M - $1.46M
|
41.5K
$2.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-29.6K- 56.75% |
$1.51M - $1.65M
|
22.6K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-39.4K- 27.23% |
$2M - $2.19M
|
105K
$6.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-56.1K- 61.76% |
$2.85M - $3.11M
|
34.7K
$2.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-106K- 21.89% |
$5.41M - $5.92M
|
380K
$22.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-161K- 60.69% |
$8.2M - $8.97M
|
105K
$6.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-184K- 67.98% |
$9.35M - $10.2M
|
86.6K
$5.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-207K- 26.02% |
$10.5M - $11.5M
|
587K
$34.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-254K- 10.61% |
$12.9M - $14.1M
|
2.14M
$124M
|
|
|
Jul 24, 2024
Q2 2024
|
Marks Wealth, LLC
|
SELL
|
- |
-558K- 25.77% |
$28.4M - $31M
|
1.61M
$93.3M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.03M- 5.89% |
$52.3M - $57.1M
|
16.4M
$954M
|