Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.97K+ 37.88% |
$247K - $279K
|
18.1K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
4.88KNew |
$243K - $274K
|
4.88K
$283K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.87K+ 3.19% |
$242K - $273K
|
158K
$9.17M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.86KNew |
$242K - $273K
|
4.86K
$282K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.86KNew |
$242K - $273K
|
4.86K
$282K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.76K+ 9.76% |
$237K - $267K
|
53.6K
$3.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4.65KNew |
$231K - $261K
|
4.65K
$270K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.65K+ 43.7% |
$231K - $261K
|
15.3K
$888K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.58KNew |
$228K - $257K
|
4.58K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.5KNew |
$224K - $252K
|
4.5K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
4.5K+ 15.19% |
$224K - $252K
|
34.1K
$1.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.49KNew |
$223K - $252K
|
4.49K
$261K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
4.45KNew |
$221K - $250K
|
4.45K
$259K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
4.45K+ 17.68% |
$221K - $250K
|
29.6K
$1.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.41KNew |
$219K - $248K
|
4.41K
$256K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
4.38K+ 14.6% |
$218K - $246K
|
34.4K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.33KNew |
$215K - $243K
|
4.33K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
4.3K+ 14.86% |
$214K - $241K
|
33.2K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.23K+ 6.77% |
$210K - $237K
|
66.7K
$3.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
4.2K+ 9.22% |
$209K - $236K
|
49.8K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.1KNew |
$204K - $230K
|
4.1K
$238K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.1KNew |
$204K - $230K
|
4.1K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
4.05K+ 26.94% |
$201K - $227K
|
19.1K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.02KNew |
$200K - $225K
|
4.02K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
4KNew |
$199K - $224K
|
4K
$232K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.97KNew |
$197K - $222K
|
3.97K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.94K+ 36.19% |
$196K - $221K
|
14.8K
$860K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.91KNew |
$194K - $220K
|
3.91K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.91KNew |
$194K - $219K
|
3.91K
$227K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
3.89K+ 44.3% |
$193K - $218K
|
12.7K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.85KNew |
$191K - $216K
|
3.85K
$224K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
3.84K+ 22.06% |
$191K - $215K
|
21.2K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.79KNew |
$188K - $212K
|
3.79K
$220K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
3.78K+ 12.63% |
$188K - $212K
|
33.7K
$1.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.63K+ 16.01% |
$180K - $204K
|
26.3K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.5K+ 3606.19% |
$174K - $196K
|
3.6K
$209K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
3.48KNew |
$173K - $195K
|
3.48K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.4K+ 31.48% |
$169K - $191K
|
14.2K
$824K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.37K+ 4.87% |
$167K - $189K
|
72.5K
$4.21M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.36K+ 3.72% |
$167K - $188K
|
93.7K
$5.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.34K+ 25.81% |
$166K - $187K
|
16.3K
$945K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.27K+ 0.92% |
$163K - $184K
|
358K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.21K+ 26.12% |
$159K - $180K
|
15.5K
$900K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.19K+ 26.83% |
$158K - $179K
|
15.1K
$875K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.16KNew |
$157K - $177K
|
3.16K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
3.15K+ 7.84% |
$156K - $177K
|
43.3K
$2.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
3.12K+ 1.51% |
$155K - $175K
|
209K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
3.1K+ 14.32% |
$154K - $174K
|
24.8K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.97K+ 14.37% |
$147K - $166K
|
23.6K
$1.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.94K+ 83.28% |
$146K - $165K
|
6.48K
$376K
|