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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-520- 45.18% |
$23.5K - $26.2K
|
631
$35.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-550- 5.1% |
$24.8K - $27.7K
|
10.2K
$579K
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-736- 0.33% |
$33.2K - $37K
|
221K
$12.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-764- 1.42% |
$34.5K - $38.4K
|
53K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-878- 17.18% |
$39.6K - $44.2K
|
4.23K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-930- 4.2% |
$41.9K - $46.8K
|
21.2K
$1.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-998- 16.78% |
$45K - $50.2K
|
4.95K
$280K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.02K- 2.72% |
$46K - $51.3K
|
36.5K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.07K- 1.91% |
$48.3K - $53.9K
|
55.1K
$3.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.49K- 65.07% |
$67.2K - $75K
|
800
$45.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.58K- 9.55% |
$71.1K - $79.3K
|
14.9K
$845K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.6K- 76.19% |
$72.2K - $80.5K
|
500
$28.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.64K- 4.55% |
$74.1K - $82.7K
|
34.5K
$1.95M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-1.93K- 3.06% |
$87K - $97.1K
|
61.1K
$3.46M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.18K- 14.48% |
$98.1K - $109K
|
12.9K
$727K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2.33K- 94.37% |
$105K - $117K
|
139
$7.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.41K- 6.81% |
$109K - $121K
|
33K
$1.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-2.52K- 3.85% |
$113K - $127K
|
62.8K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.7K- 2.34% |
$122K - $136K
|
113K
$6.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.18K- 30.05% |
$143K - $160K
|
7.4K
$419K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-3.27K- 6.25% |
$147K - $164K
|
49K
$2.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.47K- 29.13% |
$157K - $175K
|
8.45K
$478K
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-4.57K- 0.79% |
$206K - $230K
|
572K
$32.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-5.52K- 55.46% |
$249K - $278K
|
4.43K
$251K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-7.09K- 30.92% |
$320K - $357K
|
15.8K
$896K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.87K- 39.37% |
$400K - $446K
|
13.7K
$773K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-9.66K- 30.92% |
$436K - $486K
|
21.6K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-10K- 50.81% |
$452K - $505K
|
9.71K
$549K
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-12.5K- 15.97% |
$564K - $629K
|
65.8K
$3.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14.5K- 76.2% |
$653K - $729K
|
4.52K
$256K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-17.2K- 7.13% |
$775K - $864K
|
224K
$12.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-18.6K- 27.3% |
$840K - $937K
|
49.6K
$2.81M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-24.2K- 2.97% |
$1.09M - $1.22M
|
791K
$44.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-25K- 55.66% |
$1.13M - $1.26M
|
19.9K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-25.1K- 59.61% |
$1.13M - $1.26M
|
17K
$962K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
SELL
|
- |
-28.7K- 13.58% |
$1.3M - $1.45M
|
183K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-35.7K- 7.11% |
$1.61M - $1.79M
|
466K
$26.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-37.2K- 12.96% |
$1.68M - $1.87M
|
250K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-42.3K- 73.74% |
$1.91M - $2.13M
|
15.1K
$853K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.3K- 80.47% |
$1.95M - $2.18M
|
10.5K
$594K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-185K- 35.22% |
$8.34M - $9.3M
|
340K
$19.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-203K- 94.01% |
$9.16M - $10.2M
|
12.9K
$733K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-452K- 15.08% |
$20.4M - $22.7M
|
2.54M
$144M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.72M- 98.0% |
$77.8M - $86.8M
|
35.3K
$1.99M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.09M- 48.15% |
$275M - $306M
|
6.56M
$371M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.01M- 51.62% |
$406M - $453M
|
8.44M
$478M
|