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 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
150+ 1.27% |
$8.09K - $8.72K
|
12K
$689K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
147+ 25.79% |
$7.93K - $8.55K
|
717
$41.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
144+ 1.78% |
$7.77K - $8.37K
|
8.22K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
139+ 1.8% |
$7.5K - $8.08K
|
7.86K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
135+ 13.78% |
$7.28K - $7.85K
|
1.12K
$64.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
130+ 1.04% |
$7.01K - $7.56K
|
12.7K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
121+ 1.98% |
$6.53K - $7.04K
|
6.22K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
116+ 2.83% |
$6.26K - $6.75K
|
4.22K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
110New |
$5.93K - $6.4K
|
110
$6.33K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
103+ 0.29% |
$5.56K - $5.99K
|
36.2K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
102+ 1.28% |
$5.5K - $5.93K
|
8.06K
$464K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100New |
$5.39K - $5.82K
|
100
$5.76K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
95New |
$5.12K - $5.52K
|
95
$5.47K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
90New |
$4.85K - $5.23K
|
90
$5.18K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
89+ 2.15% |
$4.8K - $5.18K
|
4.23K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
84New |
$4.53K - $4.88K
|
84
$4.84K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
76+ 2.08% |
$4.1K - $4.42K
|
3.74K
$215K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
75+ 1.88% |
$4.05K - $4.36K
|
4.07K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
72+ 15.79% |
$3.88K - $4.19K
|
528
$30.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
71New |
$3.83K - $4.13K
|
71
$4.09K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
69+ 0.05% |
$3.72K - $4.01K
|
142K
$8.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
68+ 1.08% |
$3.67K - $3.95K
|
6.36K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
66+ 1.24% |
$3.56K - $3.84K
|
5.41K
$311K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
61New |
$3.29K - $3.55K
|
61
$3.51K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
59+ 0.07% |
$3.18K - $3.43K
|
86.8K
$5M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
55+ 0.76% |
$2.97K - $3.2K
|
7.33K
$422K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
50+ 0.25% |
$2.7K - $2.91K
|
20.2K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
50+ 18.94% |
$2.7K - $2.91K
|
314
$18.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
48New |
$2.59K - $2.79K
|
48
$2.76K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
41+ 0.65% |
$2.21K - $2.38K
|
6.32K
$364K
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
38New |
$2.05K - $2.21K
|
38
$2.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
32+ 0.84% |
$1.73K - $1.86K
|
3.84K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
31+ 1.8% |
$1.67K - $1.8K
|
1.75K
$101K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
30+ 0.77% |
$1.62K - $1.74K
|
3.93K
$226K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30+ 0.25% |
$1.62K - $1.74K
|
12K
$690K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
28+ 3.18% |
$1.51K - $1.63K
|
908
$52.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
27+ 0.87% |
$1.46K - $1.57K
|
3.13K
$180K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20+ 0.37% |
$1.08K - $1.16K
|
5.39K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
16+ 2.31% |
$863 - $930
|
709
$40.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
15+ 2.48% |
$809 - $872
|
620
$35.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15+ 2.17% |
$809 - $872
|
706
$40.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
13+ 0.16% |
$701 - $756
|
7.95K
$457K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
11New |
$593 - $640
|
11
$633
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8New |
$432 - $465
|
8
$461
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 12.5% |
$432 - $465
|
72
$4.15K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.44% |
$324 - $349
|
1.37K
$78.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
4New |
$216 - $233
|
4
$230
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.42% |
$162 - $174
|
722
$41.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$162 - $174
|
10.2K
$586K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1+ 0.01% |
$53.9 - $58.2
|
15.7K
$905K
|