Purchases and Sales Made in Q4 2024 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 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
Jan 22, 2025 Q4 2024
Investment Planning Advisors, Inc.

Cumming, GA
BUY
 -
625
+ 1.87%
$33.7K - $36.3K
34K $1.96M
Jan 22, 2025 Q4 2024
Joseph P. Lucia & Associates, LLC

BUY
 -
606
+ 1.79%
$32.7K - $35.2K
34.4K $1.98M
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
592
New
$31.9K - $34.4K
592 $34.1K
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
550
New
$29.7K - $32K
550 $31.7K
Feb 06, 2025 Q4 2024
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
545
+ 1.39%
$29.4K - $31.7K
39.8K $2.29M
Jan 17, 2025 Q4 2024
Lifestyle Asset Management, Inc.

Friendswood, TX
BUY
 -
535
+ 0.92%
$28.9K - $31.1K
58.7K $3.38M
Jan 29, 2025 Q4 2024
Summit Trail Advisors, LLC

New York, NY
BUY
 -
516
+ 11.35%
$27.8K - $30K
5.06K $291K
Feb 14, 2025 Q4 2024
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
500
+ 13.02%
$27K - $29.1K
4.34K $250K
Feb 06, 2025 Q4 2024
Mainstream Capital Management LLC

Los Angeles, CA
BUY
 -
500
New
$27K - $29.1K
500 $28.8K
Feb 05, 2025 Q4 2024
Jacobi Capital Management LLC

BUY
 -
491
+ 6.99%
$26.5K - $28.6K
7.52K $433K
Feb 13, 2025 Q4 2024
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
443
+ 1.97%
$23.9K - $25.8K
22.9K $1.32M
Feb 14, 2025 Q4 2024
Concorde Financial Corp

Dallas, TX
BUY
 -
435
+ 1.01%
$23.5K - $25.3K
43.7K $2.52M
Feb 13, 2025 Q4 2024
Townsquare Capital LLC

BUY
 -
434
+ 10.75%
$23.4K - $25.2K
4.47K $257K
Feb 05, 2025 Q4 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
432
+ 26.2%
$23.3K - $25.1K
2.08K $120K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
428
New
$23.1K - $24.9K
428 $24.6K
Feb 07, 2025 Q4 2024
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
409
New
$22.1K - $23.8K
409 $23.5K
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
392
+ 1.54%
$21.1K - $22.8K
25.8K $1.49M
Feb 14, 2025 Q4 2024
Measured Risk Portfolios, Inc.

San Diego, CA
BUY
 -
382
New
$20.6K - $22.2K
382 $22K
Jan 13, 2025 Q4 2024
Marcum Wealth, LLC

BUY
 -
363
+ 6.06%
$19.6K - $21.1K
6.35K $366K
Jan 30, 2025 Q4 2024
Beacon Capital Management, LLC

BUY
 -
353
+ 21.78%
$19K - $20.5K
1.97K $114K
Feb 06, 2025 Q4 2024
Cullen/Frost Bankers, Inc.

BUY
 -
349
New
$18.8K - $20.3K
349 $20.1K
Feb 14, 2025 Q4 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
324
+ 0.53%
$17.5K - $18.8K
61.5K $3.54M
Jan 14, 2025 Q4 2024
E Rn Financial, LLC

BUY
 -
316
+ 3.94%
$17K - $18.4K
8.35K $480K
Feb 10, 2025 Q4 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
313
+ 17.23%
$16.9K - $18.2K
2.13K $123K
Jan 22, 2025 Q4 2024
Fsc Wealth Advisors, LLC

BUY
 -
310
+ 6.12%
$16.7K - $18K
5.38K $310K
Jan 27, 2025 Q4 2024
Crewe Advisors LLC

BUY
 -
309
+ 154.5%
$16.7K - $18K
509 $29.3K
Jan 22, 2025 Q4 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
281
+ 1.58%
$15.2K - $16.3K
18.1K $1.04M
Feb 11, 2025 Q4 2024
All Square Wealth Management LLC

Albany, NY
BUY
 -
262
New
$14.1K - $15.2K
262 $15.1K
Jan 07, 2025 Q4 2024
Cva Family Office, LLC

BUY
 -
255
+ 2.42%
$13.8K - $14.8K
10.8K $621K
Feb 12, 2025 Q4 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
254
+ 107.63%
$13.7K - $14.8K
490 $28.2K
Jan 13, 2025 Q4 2024
Marion Wealth Management

BUY
 -
254
+ 2.29%
$13.7K - $14.8K
11.3K $652K
Jan 24, 2025 Q4 2024
Ogorek Anthony Joseph

BUY
 -
250
New
$13.5K - $14.5K
250 $14.4K
Feb 03, 2025 Q4 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
247
+ 2.62%
$13.3K - $14.4K
9.68K $557K
Jan 29, 2025 Q4 2024
Consolidated Planning Corp

Atlanta, GA
BUY
 -
245
+ 0.87%
$13.2K - $14.2K
28.3K $1.63M
Feb 07, 2025 Q4 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
243
+ 3.04%
$13.1K - $14.1K
8.23K $474K
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
234
+ 6.15%
$12.6K - $13.6K
4.04K $232K
Jan 17, 2025 Q4 2024
Xml Financial, LLC

BUY
 -
225
+ 4.61%
$12.1K - $13.1K
5.11K $294K
Jan 17, 2025 Q4 2024
Albion Financial Group

BUY
 -
210
New
$11.3K - $12.2K
210 $12.1K
Feb 10, 2025 Q4 2024
Pds Planning, Inc

BUY
 -
206
+ 0.56%
$11.1K - $12K
36.9K $2.12M
Jan 22, 2025 Q4 2024
Mayflower Financial Advisors, LLC

BUY
 -
200
+ 4.16%
$10.8K - $11.6K
5.01K $288K
Jan 27, 2025 Q4 2024
Iron Horse Wealth Management, LLC

BUY
 -
200
+ 27.03%
$10.8K - $11.6K
940 $54.1K
Feb 11, 2025 Q4 2024
Crowley Wealth Management, Inc.

Wilmington, DE
BUY
 -
200
New
$10.8K - $11.6K
200 $11.5K
Jan 24, 2025 Q4 2024
Round Rock Advisors, LLC

BUY
 -
200
+ 1.42%
$10.8K - $11.6K
14.3K $825K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
200
New
$10.8K - $11.6K
200 $11.5K
Jan 13, 2025 Q4 2024
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
198
+ 2.84%
$10.7K - $11.5K
7.18K $413K
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
186
New
$10K - $10.8K
186 $10.7K
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
177
+ 33.02%
$9.55K - $10.3K
713 $41K
Jan 15, 2025 Q4 2024
Iam Advisory, LLC

BUY
 -
168
+ 2.85%
$9.06K - $9.77K
6.07K $349K
Jan 13, 2025 Q4 2024
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
151
+ 1.78%
$8.14K - $8.78K
8.65K $498K

Track Institutional and Insider Activities on JEPQ

Follow J P MORGAN ETF TR NASDAQ EQUIT and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells JEPQ shares.

Notify only if

Insider Trading

Get notified when an J P Morgan ETF Tr Nasdaq Equit insider buys or sells JEPQ shares.

Notify only if

News

Receive news related to J P MORGAN ETF TR NASDAQ EQUIT

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on JEPQ