Purchases and Sales Made in Q4 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 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
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
393
+ 23.6%
$17.7K - $19.8K
2.06K $107K
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
390
New
$17.6K - $19.6K
390 $20.2K
Jan 29, 2024 Q4 2023
Xcel Wealth Management, LLC

BUY
 -
356
+ 5.26%
$16.1K - $17.9K
7.12K $369K
Jan 16, 2024 Q4 2023
Mason & Associates Inc

BUY
 -
331
+ 2.2%
$14.9K - $16.7K
15.4K $795K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
317
+ 15.79%
$14.3K - $16K
2.33K $120K
Feb 06, 2024 Q4 2023
Gryphon Financial Partners LLC

BUY
 -
300
New
$13.5K - $15.1K
300 $15.5K
Feb 14, 2024 Q4 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
293
+ 1.6%
$13.2K - $14.7K
18.7K $966K
Jan 23, 2024 Q4 2023
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
250
+ 2.03%
$11.3K - $12.6K
12.6K $650K
Jan 22, 2024 Q4 2023
Iron Horse Wealth Management, LLC

BUY
 -
240
+ 48.0%
$10.8K - $12.1K
740 $38.3K
Jan 30, 2024 Q4 2023
Macroview Investment Management LLC

BUY
 -
228
+ 107.55%
$10.3K - $11.5K
440 $22.8K
Feb 14, 2024 Q4 2023
Bokf, Na

Tulsa, OK
BUY
 -
210
New
$9.47K - $10.6K
210 $10.9K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
201
New
$9.07K - $10.1K
201 $10.4K
Feb 14, 2024 Q4 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
201
+ 0.57%
$9.07K - $10.1K
35.3K $1.83M
Jan 25, 2024 Q4 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
200
+ 44.44%
$9.02K - $10.1K
650 $33.7K
Jan 08, 2024 Q4 2023
Tompkins Financial Corp

BUY
 -
200
New
$9.02K - $10.1K
200 $10.4K
Jan 12, 2024 Q4 2023
Iam Advisory, LLC

BUY
 -
196
+ 3.26%
$8.84K - $9.86K
6.21K $322K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
185
+ 2.94%
$8.34K - $9.31K
6.49K $336K
Feb 13, 2024 Q4 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
183
+ 1.31%
$8.25K - $9.21K
14.2K $735K
Feb 09, 2024 Q4 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
150
+ 2.45%
$6.77K - $7.55K
6.26K $324K
Jan 23, 2024 Q4 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
148
+ 77.89%
$6.67K - $7.45K
338 $17.5K
Jan 23, 2024 Q4 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
112
+ 1.32%
$5.05K - $5.64K
8.61K $446K
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
103
New
$4.65K - $5.18K
103 $5.34K
Jan 25, 2024 Q4 2023
Hanson & Doremus Investment Management

BUY
 -
88
New
$3.97K - $4.43K
88 $4.56K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
60
+ 0.85%
$2.71K - $3.02K
7.08K $367K
Jan 10, 2024 Q4 2023
Marion Wealth Management

BUY
 -
57
+ 0.64%
$2.57K - $2.87K
9K $466K
Feb 14, 2024 Q4 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
53
+ 23.25%
$2.39K - $2.67K
281 $14.6K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
50
+ 20.0%
$2.26K - $2.52K
300 $15.5K
Jan 30, 2024 Q4 2023
Quattro Financial Advisors LLC

BUY
 -
50
New
$2.26K - $2.52K
50 $2.59K
Jan 29, 2024 Q4 2023
Round Rock Advisors, LLC

BUY
 -
49
+ 0.3%
$2.21K - $2.47K
16.4K $847K
Jan 17, 2024 Q4 2023
First Premier Bank

BUY
 -
44
New
$1.98K - $2.21K
44 $2.28K
Jan 08, 2024 Q4 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
39
+ 0.06%
$1.76K - $1.96K
63.9K $3.31M
Jan 22, 2024 Q4 2023
Cobblestone Asset Management LLC

Richmond, VA
BUY
 -
38
+ 0.05%
$1.71K - $1.91K
77.3K $4.01M
Feb 14, 2024 Q4 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
35
+ 0.59%
$1.58K - $1.76K
5.97K $309K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
30
New
$1.35K - $1.51K
30 $1.55K
Feb 14, 2024 Q4 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
25
New
$1.13K - $1.26K
25 $1.3K
Feb 14, 2024 Q4 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
25
+ 2.3%
$1.13K - $1.26K
1.11K $57.5K
Jan 11, 2024 Q4 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
15
+ 0.05%
$677 - $755
33K $1.71M
Feb 08, 2024 Q4 2023
Bank Of Montreal

Toronto, A6
BUY
 -
14
+ 0.16%
$631 - $704
8.59K $445K
Jan 12, 2024 Q4 2023
Financial Management Professionals, Inc.

BUY
 -
11
+ 2.53%
$496 - $554
445 $23.1K
Aug 06, 2024 Q4 2023
Hantz Financial Services, Inc.

BUY
 -
10
New
$451 - $503
10 $518
Jan 12, 2024 Q4 2023
Gps Wealth Strategies Group, LLC

BUY
 -
6
+ 3.0%
$271 - $302
206 $10.7K
Jan 29, 2024 Q4 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-45
- 1.78%
$2.03K - $2.26K
2.49K $129K
Jan 31, 2024 Q4 2023
Tranquility Partners, LLC

SELL
 -
-127
- 2.77%
$5.73K - $6.39K
4.47K $231K
Jan 09, 2024 Q4 2023
Mcia Inc

SELL
 -
-134
- 0.88%
$6.04K - $6.74K
15K $779K
Jan 10, 2024 Q4 2023
Marcum Wealth, LLC

SELL
 -
-180
- 2.56%
$8.12K - $9.06K
6.84K $354K
Jan 25, 2024 Q4 2023
Valley National Advisers Inc

SELL
 -
-195
- 28.85%
$8.79K - $9.81K
481 $24.9K
Aug 16, 2024 Q4 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-245
- 42.53%
$11K - $12.3K
331 $17.1K
Jan 22, 2024 Q4 2023
Zimmermann Investment Management & Planning LLC

SELL
 -
-387
- 4.59%
$17.5K - $19.5K
8.04K $417K
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
SELL
 -
-484
- 67.79%
$21.8K - $24.4K
230 $11.9K

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