Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
30KNew |
$1.39M - $1.48M
|
30K
$1.72M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
29.1K+ 386.56% |
$1.35M - $1.44M
|
36.6K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
28KNew |
$1.3M - $1.38M
|
28K
$1.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27.5K+ 278.14% |
$1.28M - $1.36M
|
37.4K
$2.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
24.8K+ 9.45% |
$1.15M - $1.22M
|
287K
$16.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
24.8K+ 398.5% |
$1.15M - $1.22M
|
31K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
24.6K+ 81.43% |
$1.15M - $1.22M
|
54.9K
$3.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
24.6K+ 23.54% |
$1.14M - $1.22M
|
129K
$7.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.1K+ 72.15% |
$1.12M - $1.19M
|
57.4K
$3.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
23.6KNew |
$1.1M - $1.17M
|
23.6K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23.2K+ 173.7% |
$1.08M - $1.15M
|
36.6K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.8K+ 90.22% |
$1.06M - $1.13M
|
48.1K
$2.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
22.4K+ 27.21% |
$1.04M - $1.11M
|
105K
$6.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
22.2KNew |
$1.03M - $1.1M
|
22.2K
$1.28M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
22.1KNew |
$1.03M - $1.09M
|
22.1K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.1K+ 51.17% |
$1.03M - $1.09M
|
65.4K
$3.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22K+ 17.84% |
$1.02M - $1.09M
|
145K
$8.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20.6K+ 86.9% |
$959K - $1.02M
|
44.4K
$2.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
19.8KNew |
$919K - $978K
|
19.8K
$1.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
19.4K+ 38.37% |
$903K - $960K
|
70.1K
$4.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
19.3K+ 33.4% |
$895K - $952K
|
76.9K
$4.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
18.5K+ 37.31% |
$859K - $914K
|
68K
$3.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.2K+ 13.69% |
$801K - $852K
|
143K
$8.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
16.9KNew |
$785K - $835K
|
16.9K
$971K
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
16.3KNew |
$758K - $806K
|
16.3K
$938K
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
15.2K+ 35.43% |
$705K - $750K
|
58K
$3.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
14.9K+ 6.59% |
$692K - $736K
|
241K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.8KNew |
$685K - $729K
|
14.8K
$848K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14.4K+ 43.18% |
$670K - $713K
|
47.8K
$2.75M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
14.4K+ 62.0% |
$667K - $710K
|
37.5K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.1K+ 25.68% |
$655K - $697K
|
69K
$3.97M
|
|
|
Nov 02, 2023
Q3 2023
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
13.6K+ 1.78% |
$632K - $672K
|
777K
$44.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
13.4K+ 221.83% |
$625K - $664K
|
19.5K
$1.12M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.4K+ 133.5% |
$624K - $664K
|
23.5K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
13.4K+ 10.48% |
$622K - $661K
|
141K
$8.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
13.4K+ 27.07% |
$622K - $661K
|
62.8K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
13K+ 65.25% |
$604K - $643K
|
32.9K
$1.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
12.9K+ 39.34% |
$599K - $637K
|
45.6K
$2.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$587K - $625K
|
12.6K
$727K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12.4K+ 34.19% |
$574K - $611K
|
48.5K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.3KNew |
$573K - $609K
|
12.3K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
12.3K+ 12.56% |
$572K - $609K
|
110K
$6.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
12.3KNew |
$572K - $608K
|
12.3K
$707K
|
|
|
Nov 02, 2023
Q3 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
12KNew |
$559K - $595K
|
12K
$693K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12K+ 8.42% |
$558K - $594K
|
155K
$8.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12K+ 45.48% |
$556K - $591K
|
38.3K
$2.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
11.4K+ 17.81% |
$531K - $565K
|
75.6K
$4.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
11KNew |
$511K - $544K
|
11K
$633K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
10.8KNew |
$502K - $533K
|
10.8K
$621K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$489K - $520K
|
10.5K
$605K
|