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 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.1K+ 12.89% |
$94.5K - $105K
|
18.3K
$969K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.99K+ 29.26% |
$89.7K - $100K
|
8.78K
$464K
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
1.92K+ 0.5% |
$86.5K - $96.6K
|
386K
$20.4M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.9K+ 11.42% |
$85.5K - $95.4K
|
18.5K
$976K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.82KNew |
$81.9K - $91.3K
|
1.82K
$95.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
1.77K+ 8.36% |
$79.6K - $88.8K
|
22.9K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.7KNew |
$76.7K - $85.5K
|
1.7K
$89.8K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.7K+ 1.12% |
$76.5K - $85.4K
|
153K
$8.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.62K+ 10.9% |
$72.8K - $81.3K
|
16.4K
$867K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.5KNew |
$67.7K - $75.5K
|
1.5K
$79.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
1.48KNew |
$66.6K - $74.3K
|
1.48K
$78K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.47K+ 41.21% |
$66.5K - $74.2K
|
5.05K
$267K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.4K+ 1791.03% |
$63K - $70.3K
|
1.48K
$77.9K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.26K+ 7.69% |
$56.9K - $63.5K
|
17.7K
$934K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.21KNew |
$54.3K - $60.6K
|
1.21K
$63.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.18K+ 22.06% |
$53.4K - $59.6K
|
6.55K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.12K+ 1.46% |
$50.5K - $56.4K
|
78K
$4.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.12K+ 3.09% |
$50.3K - $56.1K
|
37.2K
$1.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.11KNew |
$49.8K - $55.6K
|
1.11K
$58.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.1K+ 100.09% |
$49.8K - $55.6K
|
2.21K
$117K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
1.09K+ 9.78% |
$49.3K - $55K
|
12.3K
$648K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 55.57% |
$46.6K - $52K
|
2.89K
$153K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1K+ 12.05% |
$45.1K - $50.3K
|
9.3K
$491K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1K+ 9.09% |
$45.1K - $50.3K
|
12K
$634K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
946+ 5.19% |
$42.7K - $47.6K
|
19.2K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
943+ 5.03% |
$42.5K - $47.5K
|
19.7K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
888+ 114.58% |
$40K - $44.7K
|
1.66K
$87.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
880+ 2.1% |
$39.7K - $44.3K
|
42.7K
$2.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
871New |
$39.3K - $43.8K
|
871
$46K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
838+ 3.99% |
$37.8K - $42.2K
|
21.8K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
800New |
$36.1K - $40.3K
|
800
$42.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
780+ 9.42% |
$35.2K - $39.2K
|
9.06K
$478K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
750+ 9.31% |
$33.8K - $37.7K
|
8.81K
$465K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
736+ 11.4% |
$33.2K - $37K
|
7.19K
$380K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
709+ 3.0% |
$32K - $35.7K
|
24.3K
$1.28M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
709+ 3.0% |
$32K - $35.7K
|
24.3K
$1.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
620+ 4.81% |
$28K - $31.2K
|
13.5K
$713K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
550New |
$24.8K - $27.7K
|
550
$29K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
527+ 14.83% |
$23.8K - $26.5K
|
4.08K
$215K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
525New |
$23.7K - $26.4K
|
525
$27.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
500+ 104.82% |
$22.6K - $25.2K
|
977
$51.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
483+ 5.11% |
$21.8K - $24.3K
|
9.94K
$525K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
451+ 3.2% |
$20.3K - $22.7K
|
14.5K
$768K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
450+ 0.99% |
$20.3K - $22.6K
|
45.9K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
445+ 1.54% |
$20.1K - $22.4K
|
29.3K
$1.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
439+ 58.53% |
$19.8K - $22.1K
|
1.19K
$62.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
429+ 5.43% |
$19.3K - $21.6K
|
8.33K
$440K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
425+ 1.56% |
$19.2K - $21.4K
|
27.7K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
415New |
$18.7K - $20.9K
|
415
$21.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
397+ 1.15% |
$17.9K - $20K
|
34.8K
$1.84M
|