Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
63.2KNew |
$2.85M - $3.18M
|
63.2K
$3.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
62.3K+ 61.75% |
$2.81M - $3.13M
|
163K
$9.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
58.9KNew |
$2.65M - $2.96M
|
58.9K
$3.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
53.2KNew |
$2.4M - $2.68M
|
53.2K
$3.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
52.6K+ 248.87% |
$2.37M - $2.65M
|
73.7K
$4.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.5K+ 35.39% |
$2.32M - $2.59M
|
197K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
51.2K+ 81.78% |
$2.31M - $2.57M
|
114K
$6.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
50K+ 65.08% |
$2.26M - $2.52M
|
127K
$7.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Whitford Management LLC
New York, NY |
BUY
|
- |
49.2KNew |
$2.22M - $2.47M
|
49.2K
$2.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
49K+ 23.42% |
$2.21M - $2.47M
|
258K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.7K+ 97.14% |
$2.11M - $2.35M
|
94.8K
$5.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
45.9K+ 54.33% |
$2.07M - $2.31M
|
130K
$7.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
45.7K+ 46.18% |
$2.06M - $2.3M
|
145K
$8.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
45.1K+ 58.41% |
$2.03M - $2.27M
|
122K
$7.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
45KNew |
$2.03M - $2.26M
|
45K
$2.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
43.2KNew |
$1.95M - $2.17M
|
43.2K
$2.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
41.2KNew |
$1.86M - $2.08M
|
41.2K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
40.6K+ 13.46% |
$1.83M - $2.04M
|
342K
$19.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
40.4KNew |
$1.82M - $2.03M
|
40.4K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
40.2K+ 33.02% |
$1.81M - $2.02M
|
162K
$9.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35.5K+ 110.87% |
$1.6M - $1.79M
|
67.6K
$3.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33.9K+ 275.13% |
$1.53M - $1.71M
|
46.2K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.9K+ 44.31% |
$1.53M - $1.71M
|
110K
$6.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
33.9K+ 3081.0% |
$1.53M - $1.71M
|
35K
$2.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
33.5K+ 46.3% |
$1.51M - $1.69M
|
106K
$6.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
33.1KNew |
$1.49M - $1.67M
|
33.1K
$1.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
32.5KNew |
$1.47M - $1.63M
|
32.5K
$1.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
32.4K+ 58.95% |
$1.46M - $1.63M
|
87.3K
$5.02M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
31.5K+ 85.96% |
$1.42M - $1.58M
|
68.1K
$3.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
30.7K+ 69.26% |
$1.39M - $1.55M
|
75.1K
$4.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
30.3K+ 14.9% |
$1.37M - $1.52M
|
234K
$13.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
30K+ 151.63% |
$1.36M - $1.51M
|
49.9K
$2.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30K+ 2531.31% |
$1.35M - $1.51M
|
31.2K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
29.8K+ 150.52% |
$1.34M - $1.5M
|
49.5K
$2.85M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
27.4KNew |
$1.23M - $1.38M
|
27.4K
$1.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
26.9KNew |
$1.21M - $1.35M
|
26.9K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
26K+ 362.55% |
$1.17M - $1.31M
|
33.2K
$1.91M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
24.7KNew |
$1.11M - $1.24M
|
24.7K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
24.6KNew |
$1.11M - $1.24M
|
24.6K
$1.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
24.1K+ 110.27% |
$1.09M - $1.21M
|
46K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
23.9K+ 70.21% |
$1.08M - $1.2M
|
58K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
23.8K+ 16.64% |
$1.07M - $1.2M
|
167K
$9.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
23.2K+ 36.99% |
$1.05M - $1.17M
|
86K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23KNew |
$1.04M - $1.16M
|
23K
$1.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
22.9K+ 120.64% |
$1.03M - $1.15M
|
41.9K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.4KNew |
$1.01M - $1.13M
|
22.4K
$1.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
22.3K+ 21.28% |
$1M - $1.12M
|
127K
$7.3M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
21.6K+ 1.11% |
$975K - $1.09M
|
1.98M
$114M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
21.6K+ 1.11% |
$974K - $1.09M
|
1.98M
$114M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
19.7KNew |
$890K - $993K
|
19.7K
$1.14M
|