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 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-46.5K- 52.68% |
$2.51M - $2.7M
|
41.8K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-50.9K- 8.03% |
$2.74M - $2.96M
|
583K
$33.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-53.2K- 72.8% |
$2.87M - $3.09M
|
19.9K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-57.4K- 93.63% |
$3.09M - $3.34M
|
3.91K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-88.3K- 14.64% |
$4.77M - $5.14M
|
515K
$29.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-90.2K- 26.49% |
$4.86M - $5.24M
|
250K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-98.5K- 38.08% |
$5.31M - $5.73M
|
160K
$9.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-121K- 92.12% |
$6.55M - $7.06M
|
10.4K
$597K
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-122K- 11.66% |
$6.6M - $7.12M
|
927K
$53.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-173K- 93.14% |
$9.33M - $10.1M
|
12.7K
$734K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-207K- 24.4% |
$11.2M - $12.1M
|
643K
$37M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-241K- 9.52% |
$13M - $14M
|
2.29M
$132M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-291K- 73.69% |
$15.7M - $16.9M
|
104K
$5.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-320K- 98.21% |
$17.3M - $18.6M
|
5.85K
$337K
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-339K- 79.62% |
$18.3M - $19.7M
|
86.7K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-562K- 71.53% |
$30.3M - $32.7M
|
224K
$12.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-989K- 98.06% |
$53.4M - $57.5M
|
19.6K
$1.13M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.02M- 98.07% |
$163M - $176M
|
59.4K
$3.42M
|