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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 100.0% |
$53.9 - $58.2
|
2
$115
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.02% |
$108 - $116
|
8.86K
$510K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3- 0.26% |
$162 - $174
|
1.17K
$67.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-15- 6.12% |
$809 - $872
|
230
$13.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-20- 2.48% |
$1.08K - $1.16K
|
785
$45.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-25- 7.08% |
$1.35K - $1.45K
|
328
$18.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-35- 0.66% |
$1.89K - $2.04K
|
5.3K
$305K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-36- 0.78% |
$1.94K - $2.09K
|
4.56K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-37- 4.93% |
$2K - $2.15K
|
713
$41K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-39- 0.25% |
$2.1K - $2.27K
|
15.7K
$901K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-42- 0.47% |
$2.27K - $2.44K
|
8.89K
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-45- 0.86% |
$2.43K - $2.62K
|
5.19K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-55- 0.16% |
$2.97K - $3.2K
|
35.3K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-59- 0.48% |
$3.18K - $3.43K
|
12.3K
$708K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-60- 1.16% |
$3.24K - $3.49K
|
5.09K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-65- 0.51% |
$3.51K - $3.78K
|
12.7K
$731K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-75- 0.3% |
$4.05K - $4.36K
|
24.6K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-81- 0.91% |
$4.37K - $4.71K
|
8.84K
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-89- 3.19% |
$4.8K - $5.18K
|
2.7K
$155K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-115- 1.89% |
$6.2K - $6.69K
|
5.99K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-117- 77.48% |
$6.31K - $6.8K
|
34
$1.96K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-175- 0.86% |
$9.44K - $10.2K
|
20.2K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-210- 0.42% |
$11.3K - $12.2K
|
50.2K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-253- 5.64% |
$13.6K - $14.7K
|
4.23K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-260- 17.81% |
$14K - $15.1K
|
1.2K
$69.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-278- 1.95% |
$15K - $16.2K
|
13.9K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-324- 1.84% |
$17.5K - $18.8K
|
17.3K
$997K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-333- 4.16% |
$18K - $19.4K
|
7.67K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-374- 1.71% |
$20.2K - $21.7K
|
21.5K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-378- 1.0% |
$20.4K - $22K
|
37.4K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-380- 16.56% |
$20.5K - $22.1K
|
1.92K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-395- 3.22% |
$21.3K - $23K
|
11.9K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-429- 0.67% |
$23.1K - $24.9K
|
63.2K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-440- 1.46% |
$23.7K - $25.6K
|
29.7K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-450- 3.29% |
$24.3K - $26.2K
|
13.2K
$760K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-460- 12.72% |
$24.8K - $26.7K
|
3.16K
$182K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-472- 11.65% |
$25.5K - $27.4K
|
3.58K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-506- 1.18% |
$27.3K - $29.4K
|
42.5K
$2.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-549- 12.13% |
$29.6K - $31.9K
|
3.98K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-566- 2.16% |
$30.5K - $32.9K
|
25.6K
$1.47M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-575- 2.21% |
$31K - $33.4K
|
25.4K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-629- 0.48% |
$33.9K - $36.6K
|
130K
$7.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-637- 1.52% |
$34.4K - $37K
|
41.3K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-664- 0.57% |
$35.8K - $38.6K
|
115K
$6.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-676- 7.61% |
$36.5K - $39.3K
|
8.2K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-680- 5.55% |
$36.7K - $39.5K
|
11.6K
$667K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-691- 2.22% |
$37.3K - $40.2K
|
30.5K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-699- 4.08% |
$37.7K - $40.6K
|
16.4K
$946K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-751- 5.28% |
$40.5K - $43.7K
|
13.5K
$775K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-841- 5.74% |
$45.4K - $48.9K
|
13.8K
$795K
|