Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.1MNew |
$167M - $180M
|
3.1M
$181M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.81M+ 16.08% |
$151M - $163M
|
20.3M
$1.19B
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.84M+ 12.4% |
$99M - $107M
|
16.6M
$974M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.09M+ 15.9% |
$58.5M - $63.1M
|
7.91M
$463M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
991K+ 5570.88% |
$53.5M - $57.6M
|
1.01M
$59M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
860K+ 10.68% |
$46.4M - $50M
|
8.91M
$522M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
812K+ 76.18% |
$43.8M - $47.2M
|
1.88M
$110M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
671K+ 49.83% |
$36.2M - $39M
|
2.02M
$118M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
610K+ 140.26% |
$32.9M - $35.5M
|
1.04M
$61.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
561K+ 22.88% |
$30.3M - $32.6M
|
3.01M
$176M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
523KNew |
$28.2M - $30.4M
|
523K
$30.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
498K+ 9.59% |
$26.9M - $29M
|
5.7M
$333M
|
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
491K+ 1722.68% |
$26.5M - $28.6M
|
520K
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
415K+ 253.87% |
$22.4M - $24.2M
|
579K
$33.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
406KNew |
$21.9M - $23.6M
|
406K
$23.8M
|
|
|
Feb 06, 2025
Q4 2024
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
396KNew |
$21.4M - $23M
|
396K
$23.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
367KNew |
$19.8M - $21.4M
|
367K
$21.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
340K+ 19.62% |
$18.4M - $19.8M
|
2.08M
$121M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
255KNew |
$13.7M - $14.8M
|
255K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
237K+ 30.2% |
$12.8M - $13.8M
|
1.02M
$59.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
232KNew |
$12.5M - $13.5M
|
232K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
182KNew |
$9.83M - $10.6M
|
182K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
165K+ 12.28% |
$8.88M - $9.58M
|
1.51M
$88.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
155KNew |
$8.38M - $9.04M
|
155K
$9.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
152K+ 8028.18% |
$8.21M - $8.85M
|
154K
$9.01M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
139K+ 5.98% |
$7.52M - $8.11M
|
2.47M
$145M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
135K+ 66.3% |
$7.29M - $7.86M
|
339K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
122K+ 3.42% |
$6.6M - $7.11M
|
3.7M
$216M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
111K+ 152.71% |
$5.97M - $6.44M
|
183K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
109K+ 415.81% |
$5.9M - $6.36M
|
136K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
109K+ 15.81% |
$5.87M - $6.32M
|
796K
$46.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
105KNew |
$5.67M - $6.11M
|
105K
$6.15M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
98.9K+ 37.45% |
$5.34M - $5.75M
|
363K
$21.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
93.6KNew |
$5.05M - $5.44M
|
93.6K
$5.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
92.8K+ 81.28% |
$5M - $5.39M
|
207K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
88K+ 27.72% |
$4.75M - $5.12M
|
406K
$23.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.1K+ 12.28% |
$4.7M - $5.07M
|
796K
$46.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
84K+ 12.14% |
$4.53M - $4.88M
|
776K
$45.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
82K+ 282.15% |
$4.42M - $4.77M
|
111K
$6.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
79K+ 12.95% |
$4.26M - $4.6M
|
689K
$40.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
76.8K+ 29.92% |
$4.14M - $4.47M
|
334K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
75.3K+ 67.31% |
$4.06M - $4.38M
|
187K
$11M
|
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
74.2KNew |
$4M - $4.31M
|
74.2K
$4.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
69.6KNew |
$3.75M - $4.05M
|
69.6K
$4.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
66.3K+ 78.37% |
$3.57M - $3.85M
|
151K
$8.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
61.2K+ 7.54% |
$3.3M - $3.56M
|
873K
$51.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.6K+ 248.18% |
$3.16M - $3.41M
|
82.3K
$4.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
58.5K+ 13.87% |
$3.15M - $3.4M
|
480K
$28.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
57.7KNew |
$3.11M - $3.35M
|
57.7K
$3.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
54.9KNew |
$2.96M - $3.19M
|
54.9K
$3.21M
|