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 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-899- 19.53% |
$48.5K - $52.3K
|
3.7K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-912- 13.91% |
$49.2K - $53K
|
5.65K
$325K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-925- 11.16% |
$49.9K - $53.8K
|
7.36K
$424K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-934- 2.17% |
$50.4K - $54.3K
|
42.2K
$2.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-940- 1.09% |
$50.7K - $54.7K
|
85.5K
$4.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-973- 23.33% |
$52.5K - $56.6K
|
3.2K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.07K- 3.78% |
$57.4K - $61.9K
|
27.1K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.25K- 5.76% |
$67.4K - $72.7K
|
20.4K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-1.27K- 8.08% |
$68.7K - $74.1K
|
14.5K
$834K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.28K- 4.69% |
$69.2K - $74.6K
|
26.1K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-1.29K- 0.98% |
$69.3K - $74.7K
|
129K
$7.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.32K- 1.42% |
$70.9K - $76.5K
|
91.1K
$5.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.64K- 27.65% |
$88.2K - $95.1K
|
4.28K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.82K- 8.94% |
$98.1K - $106K
|
18.5K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.87K- 6.01% |
$101K - $109K
|
29.2K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-1.87K- 2.0% |
$101K - $109K
|
91.8K
$5.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.25K- 3.0% |
$121K - $131K
|
72.7K
$4.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.26K- 83.94% |
$122K - $132K
|
433
$24.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.27K- 4.37% |
$122K - $132K
|
49.6K
$2.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-2.6K- 1.64% |
$140K - $151K
|
156K
$8.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.87K- 0.8% |
$155K - $167K
|
355K
$20.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.16K- 99.87% |
$170K - $183K
|
4
$230
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.5K- 5.46% |
$189K - $203K
|
60.6K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.51K- 12.47% |
$189K - $204K
|
24.6K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-3.63K- 27.16% |
$196K - $211K
|
9.73K
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-4.23K- 3.74% |
$228K - $246K
|
109K
$6.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-4.38K- 43.14% |
$236K - $255K
|
5.77K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.64K- 45.08% |
$250K - $270K
|
5.65K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.99K- 19.65% |
$269K - $290K
|
20.4K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.26K- 27.24% |
$284K - $306K
|
14.1K
$809K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.33K- 7.13% |
$287K - $310K
|
69.4K
$3.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5.85K- 7.57% |
$316K - $340K
|
71.4K
$4.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.51K- 22.45% |
$351K - $378K
|
22.5K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-8.26K- 49.76% |
$445K - $480K
|
8.34K
$480K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.55K- 3.5% |
$461K - $497K
|
236K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-10.6K- 36.44% |
$573K - $617K
|
18.5K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-11.7K- 19.48% |
$632K - $681K
|
48.4K
$2.79M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12K- 48.63% |
$648K - $699K
|
12.7K
$731K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-15.8K- 61.97% |
$855K - $921K
|
9.73K
$560K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-17.2K- 60.75% |
$928K - $1M
|
11.1K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-17.8K- 69.97% |
$960K - $1.04M
|
7.64K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-17.9K- 93.21% |
$965K - $1.04M
|
1.3K
$75K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-20.8K- 18.83% |
$1.12M - $1.21M
|
89.7K
$5.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-22.4K- 2.03% |
$1.21M - $1.3M
|
1.08M
$62.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-23.5K- 24.91% |
$1.27M - $1.37M
|
71K
$4.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-25.9K- 4.96% |
$1.39M - $1.5M
|
496K
$28.5M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-29.7K- 6.25% |
$1.6M - $1.73M
|
446K
$25.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-32.6K- 29.26% |
$1.76M - $1.9M
|
78.9K
$4.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-40.1K- 78.48% |
$2.16M - $2.33M
|
11K
$632K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-41.6K- 12.26% |
$2.24M - $2.42M
|
298K
$17.1M
|