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 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.78KNew |
$473K - $510K
|
8.78K
$505K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.76KNew |
$472K - $509K
|
8.76K
$504K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
8.63KNew |
$465K - $502K
|
8.63K
$497K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
8.53K+ 225.11% |
$460K - $496K
|
12.3K
$710K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.4KNew |
$453K - $488K
|
8.4K
$483K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.39K+ 0.26% |
$453K - $488K
|
3.24M
$187M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.38K+ 12.87% |
$452K - $487K
|
73.4K
$4.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
8.37K+ 16.51% |
$452K - $487K
|
59.1K
$3.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
BUY
|
- |
8.33K+ 33.66% |
$450K - $485K
|
33.1K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
8.26KNew |
$446K - $480K
|
8.26K
$476K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.2K+ 15.82% |
$443K - $477K
|
60.1K
$3.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
8.08KNew |
$436K - $470K
|
8.08K
$465K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.08K+ 17.76% |
$436K - $470K
|
53.6K
$3.08M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
8.04KNew |
$434K - $467K
|
8.04K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
8KNew |
$431K - $465K
|
8K
$460K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.93K+ 7.22% |
$428K - $461K
|
118K
$6.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.87K+ 178.25% |
$424K - $457K
|
12.3K
$707K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7.75KNew |
$418K - $451K
|
7.75K
$446K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.57K+ 104.61% |
$408K - $440K
|
14.8K
$853K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.51K+ 9.99% |
$405K - $436K
|
82.6K
$4.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.5K+ 6.48% |
$405K - $436K
|
123K
$7.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.38K+ 16.18% |
$398K - $429K
|
53K
$3.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
7.34KNew |
$396K - $427K
|
7.34K
$422K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.33K+ 14.5% |
$396K - $426K
|
57.9K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
7.32KNew |
$395K - $426K
|
7.32K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
7.27KNew |
$392K - $423K
|
7.27K
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.27K+ 17.33% |
$392K - $422K
|
49.2K
$2.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.26KNew |
$392K - $422K
|
7.26K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
7.21K+ 8.67% |
$389K - $419K
|
90.4K
$5.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.14K+ 28.44% |
$385K - $415K
|
32.3K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
6.78K+ 6.97% |
$366K - $394K
|
104K
$6M
|
|
|
Feb 13, 2025
Q4 2024
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
6.7KNew |
$361K - $389K
|
6.7K
$385K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
6.67KNew |
$360K - $388K
|
6.67K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.67KNew |
$360K - $388K
|
6.67K
$384K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.59KNew |
$356K - $383K
|
6.59K
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.48K+ 17.24% |
$350K - $377K
|
44.1K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
6.46KNew |
$348K - $376K
|
6.46K
$372K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
6.45K+ 1.57% |
$348K - $375K
|
418K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.36K+ 138.7% |
$343K - $370K
|
10.9K
$630K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6.27KNew |
$338K - $365K
|
6.27K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
6.25KNew |
$337K - $364K
|
6.25K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.09K+ 6.23% |
$328K - $354K
|
104K
$5.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
6.05KNew |
$326K - $352K
|
6.05K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.02KNew |
$325K - $350K
|
6.02K
$346K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6KNew |
$324K - $349K
|
6K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.97K+ 35.73% |
$322K - $347K
|
22.7K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.91KNew |
$319K - $344K
|
5.91K
$340K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.9K+ 12.46% |
$318K - $343K
|
53.3K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
5.88K+ 3.83% |
$317K - $342K
|
160K
$9.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.87K+ 21.06% |
$317K - $341K
|
33.7K
$1.94M
|