Purchases and Sales Made in Q3 2023 in J P Morgan ETF Tr Nasdaq Equit (JEPQ)

JEPQ Quotes by TradingView

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 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
990
+ 14.68%
$46K - $48.9K
7.74K $438K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
936
New
$43.5K - $46.3K
936 $53K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
858
+ 4.73%
$39.9K - $42.4K
19K $1.08M
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
856
New
$39.8K - $42.3K
856 $48.4K
Oct 20, 2023 Q3 2023
Atlantic Union Bankshares Corp

BUY
 -
722
+ 4.6%
$33.6K - $35.7K
16.4K $929K
Oct 16, 2023 Q3 2023
Independence Bank Of Kentucky

BUY
 -
720
New
$33.5K - $35.6K
720 $40.7K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
714
New
$33.2K - $35.3K
714 $40.4K
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
676
New
$31.4K - $33.4K
676 $38.2K
Oct 31, 2023 Q3 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
634
+ 8.13%
$29.5K - $31.3K
8.43K $477K
Oct 10, 2023 Q3 2023
Marcum Wealth, LLC

BUY
 -
619
+ 9.67%
$28.8K - $30.6K
7.02K $397K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
578
New
$26.9K - $28.6K
578 $32.7K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
570
New
$26.5K - $28.2K
570 $32.3K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
535
+ 97.27%
$24.9K - $26.4K
1.09K $61.4K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
520
+ 40.63%
$24.2K - $25.7K
1.8K $102K
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
484
+ 3.44%
$22.5K - $23.9K
14.6K $824K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
450
+ 900.0%
$20.9K - $22.2K
500 $28.3K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
450
New
$20.9K - $22.2K
450 $25.5K
Nov 07, 2023 Q3 2023
Masso Torrence Wealth Management Inc.

BUY
 -
444
+ 1.29%
$20.6K - $21.9K
34.9K $1.98M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
444
+ 67.37%
$20.6K - $21.9K
1.1K $62.4K
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
414
+ 2070.0%
$19.2K - $20.5K
434 $24.6K
Nov 15, 2023 Q3 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
400
New
$18.6K - $19.8K
400 $22.6K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
400
+ 2.78%
$18.6K - $19.8K
14.8K $838K
Nov 14, 2023 Q3 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
376
+ 6.77%
$17.5K - $18.6K
5.93K $336K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
341
New
$15.8K - $16.9K
341 $19.3K
Nov 14, 2023 Q3 2023
Sei Investments CO

Oaks, PA
BUY
 -
338
+ 7.13%
$15.7K - $16.7K
5.08K $287K
Oct 10, 2023 Q3 2023
Consilium Wealth Advisory, LLC

BUY
 -
325
+ 0.5%
$15.1K - $16.1K
65.4K $3.7M
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
250
New
$11.6K - $12.4K
250 $14.1K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
248
+ 0.89%
$11.5K - $12.3K
28.2K $1.6M
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
245
New
$11.4K - $12.1K
245 $13.9K
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
232
+ 46.4%
$10.8K - $11.5K
732 $41.4K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
221
+ 34.32%
$10.3K - $10.9K
865 $48.9K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
211
+ 1.53%
$9.81K - $10.4K
14K $793K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
194
+ 2.34%
$9.02K - $9.59K
8.49K $481K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
190
New
$8.83K - $9.39K
190 $10.8K
Oct 20, 2023 Q3 2023
Meridian Financial Partners LLC

BUY
 -
180
+ 0.23%
$8.36K - $8.9K
78.3K $4.43M
Oct 31, 2023 Q3 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
171
+ 2.71%
$7.95K - $8.45K
6.49K $367K
Oct 13, 2023 Q3 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
168
+ 3.23%
$7.81K - $8.3K
5.37K $304K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
160
+ 1.32%
$7.44K - $7.91K
12.3K $697K
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
149
+ 3.35%
$6.92K - $7.37K
4.59K $260K
Oct 12, 2023 Q3 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
118
+ 1.36%
$5.48K - $5.83K
8.79K $497K
Oct 23, 2023 Q3 2023
Fsc Wealth Advisors, LLC

BUY
 -
118
+ 6.78%
$5.48K - $5.83K
1.86K $105K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
112
New
$5.2K - $5.54K
112 $6.34K
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
100
New
$4.65K - $4.94K
100 $5.66K
Nov 02, 2023 Q3 2023
Wfa Of San Diego, LLC

BUY
 -
100
New
$4.65K - $4.94K
100 $5.66K
Nov 14, 2023 Q3 2023
Financial Avengers, Inc.

Oakland, CA
BUY
 -
100
New
$4.65K - $4.94K
100 $5.66K
Jul 09, 2024 Q3 2023
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
80
+ 0.77%
$3.72K - $3.95K
10.4K $591K
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
70
+ 1.39%
$3.25K - $3.46K
5.11K $289K
Oct 17, 2023 Q3 2023
Paladin Advisory Group, LLC

BUY
 -
60
+ 43.8%
$2.79K - $2.97K
197 $11.1K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
59
+ 3.03%
$2.74K - $2.92K
2.01K $114K

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