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 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 25.81% |
$744 - $791
|
78
$4.41K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
14New |
$651 - $692
|
14
$792
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$465 - $494
|
21.8K
$1.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10New |
$465 - $494
|
10
$566
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
9+ 4.43% |
$418 - $445
|
212
$12K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5+ 2.56% |
$232 - $247
|
200
$11.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-7- 0.05% |
$325 - $346
|
15.4K
$869K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-44- 0.44% |
$2.04K - $2.17K
|
9.91K
$561K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-52Closed |
$2.42K - $2.57K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-70- 5.73% |
$3.25K - $3.46K
|
1.15K
$65.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-148- 2.29% |
$6.88K - $7.32K
|
6.3K
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-222- 0.07% |
$10.3K - $11K
|
301K
$17.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-250- 3.52% |
$11.6K - $12.4K
|
6.85K
$388K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-269- 64.05% |
$12.5K - $13.3K
|
151
$8.54K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-300- 2.71% |
$13.9K - $14.8K
|
10.8K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-409- 2.82% |
$19K - $20.2K
|
14.1K
$797K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-500- 71.43% |
$23.2K - $24.7K
|
200
$11.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
SELL
|
- |
-657- 6.85% |
$30.5K - $32.5K
|
8.94K
$506K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-675- 1.46% |
$31.4K - $33.4K
|
45.5K
$2.57M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-695- 59.3% |
$32.3K - $34.4K
|
477
$27K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-709- 2.92% |
$32.9K - $35K
|
23.6K
$1.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.09K- 10.95% |
$50.8K - $54K
|
8.89K
$503K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.13K- 6.97% |
$52.3K - $55.6K
|
15K
$850K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.14K- 1.64% |
$52.8K - $56.2K
|
68.2K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.22K- 3.26% |
$56.5K - $60.1K
|
36.1K
$2.04M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.23K- 17.4% |
$104K - $110K
|
10.6K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.55K- 6.61% |
$119K - $126K
|
36.1K
$2.04M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-2.65K- 4.03% |
$123K - $131K
|
63.1K
$3.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.02K- 96.52% |
$140K - $149K
|
109
$6.17K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.55K- 5.95% |
$165K - $176K
|
56.1K
$3.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-4.06K- 7.2% |
$189K - $201K
|
52.3K
$2.96M
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-5.9K- 50.47% |
$274K - $292K
|
5.79K
$328K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-6.55K- 7.88% |
$304K - $324K
|
76.5K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-6.71K- 12.99% |
$312K - $332K
|
45K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-8.07K- 28.58% |
$375K - $399K
|
20.2K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.97K- 17.57% |
$417K - $443K
|
42.1K
$2.38M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.99K- 59.8% |
$418K - $444K
|
6.04K
$342K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-9.07K- 24.98% |
$421K - $448K
|
27.2K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.4K- 67.47% |
$481K - $512K
|
5K
$283K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.1K- 9.06% |
$516K - $549K
|
111K
$6.31M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-11.7K- 10.77% |
$543K - $578K
|
96.8K
$5.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.3K- 62.36% |
$572K - $608K
|
7.43K
$420K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-13.6K- 39.25% |
$634K - $675K
|
21.1K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 70.02% |
$729K - $775K
|
6.72K
$380K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-18.5K- 8.05% |
$861K - $916K
|
212K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-21.9K- 20.57% |
$1.02M - $1.08M
|
84.5K
$4.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-43.2K- 17.54% |
$2.01M - $2.14M
|
203K
$11.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-45.3K- 87.0% |
$2.1M - $2.24M
|
6.76K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-59.8K- 48.12% |
$2.78M - $2.96M
|
64.5K
$3.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-74.5K- 23.59% |
$3.46M - $3.68M
|
241K
$13.7M
|