Purchases and Sales Made in Q4 2024 in J P Morgan ETF Tr Nasdaq Equit (JEPQ)

JEPQ Quotes by TradingView

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
Means Investment Co., Inc.

BUY
 -
1.49K
+ 10.56%
$80.2K - $86.5K
15.6K $897K
Jan 10, 2025 Q4 2024
Sugarloaf Wealth Management, LLC

BUY
 -
1.46K
New
$78.9K - $85.1K
1.46K $84.2K
Feb 14, 2025 Q4 2024
Pinnacle Associates LTD

BUY
 -
1.45K
+ 6.81%
$78.3K - $84.4K
22.8K $1.31M
Jan 24, 2025 Q4 2024
Verity Asset Management, Inc.

Durham, NC
BUY
 -
1.45K
+ 4.32%
$78.1K - $84.2K
35K $2.01M
Feb 13, 2025 Q4 2024
Bank Of Montreal

Toronto, A6
BUY
 -
1.44K
+ 13.89%
$77.6K - $83.6K
11.8K $679K
Jan 28, 2025 Q4 2024
Mba Advisors LLC

Hermitage, PA
BUY
 -
1.42K
+ 5.25%
$76.3K - $82.3K
28.4K $1.63M
Feb 13, 2025 Q4 2024
Scotia Capital Inc.

BUY
 -
1.4K
+ 5.56%
$75.3K - $81.2K
26.5K $1.53M
Jan 21, 2025 Q4 2024
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
1.3K
+ 19.83%
$70.1K - $75.6K
7.86K $452K
Feb 12, 2025 Q4 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
1.26K
New
$68K - $73.3K
1.26K $72.5K
Feb 13, 2025 Q4 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.26K
+ 368.04%
$67.7K - $73K
1.6K $91.9K
Jan 29, 2025 Q4 2024
Aft, Forsyth & Company, Inc.

BUY
 -
1.25K
+ 12.56%
$67.2K - $72.4K
11.2K $642K
Feb 13, 2025 Q4 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
1.23K
+ 7.41%
$66.1K - $71.2K
17.8K $1.02M
Jan 16, 2025 Q4 2024
Ulland Investment Advisors, LLC

BUY
 -
1.21K
New
$65.1K - $70.1K
1.21K $69.4K
Jan 27, 2025 Q4 2024
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
1.2K
+ 8.42%
$64.5K - $69.5K
15.4K $886K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.16K
+ 7.77%
$62.7K - $67.6K
16.1K $928K
Feb 13, 2025 Q4 2024
Argent Trust CO

Nashville, TN
BUY
 -
1.15K
+ 0.5%
$62.2K - $67.1K
234K $13.5M
Feb 13, 2025 Q4 2024
Nfp Retirement, Inc.

Aliso Viejo, CA
BUY
 -
1.14K
+ 15.84%
$61.2K - $66K
8.3K $478K
Jan 24, 2025 Q4 2024
Costello Asset Management, Inc

BUY
 -
1.11K
+ 31.94%
$59.9K - $64.6K
4.59K $264K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
1.1K
New
$59.3K - $63.9K
1.1K $63.3K
Feb 07, 2025 Q4 2024
Personal Cfo Solutions, LLC

BUY
 -
1.09K
+ 22.1%
$58.8K - $63.4K
6.02K $347K
Jan 15, 2025 Q4 2024
Grant

BUY
 -
1.08K
+ 2.05%
$58.2K - $62.7K
53.8K $3.1M
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
1.07K
+ 82.2%
$57.6K - $62K
2.37K $136K
Feb 10, 2025 Q4 2024
Tidemark, LLC

San Diego, CA
BUY
 -
1.01K
+ 312.73%
$54.3K - $58.6K
1.33K $76.5K
Feb 07, 2025 Q4 2024
Hexagon Capital Partners LLC

BUY
 -
1K
+ 10.64%
$54.2K - $58.4K
10.4K $601K
Jan 30, 2025 Q4 2024
Guyasuta Investment Advisors Inc

BUY
 -
1K
+ 25.0%
$53.9K - $58.2K
5K $288K
Feb 14, 2025 Q4 2024
Northern Trust Corp

Chicago, IL
BUY
 -
1K
+ 17.35%
$53.9K - $58.2K
6.76K $389K
Feb 07, 2025 Q4 2024
Nbt Bank N A

BUY
 -
1K
+ 100.0%
$53.9K - $58.2K
2K $115K
Feb 14, 2025 Q4 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1K
New
$53.9K - $58.2K
1K $57.6K
Feb 13, 2025 Q4 2024
Elco Management Co., LLC

New York, NY
BUY
 -
1K
+ 19.61%
$53.9K - $58.2K
6.1K $351K
Jan 30, 2025 Q4 2024
Secured Retirement Advisors, LLC

St Louis Park, MN
BUY
 -
985
+ 2.5%
$53.1K - $57.3K
40.4K $2.33M
Jan 16, 2025 Q4 2024
Koshinski Asset Management, Inc.

BUY
 -
975
+ 4.72%
$52.6K - $56.7K
21.6K $1.25M
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
938
New
$50.6K - $54.5K
938 $54K
Feb 11, 2025 Q4 2024
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
934
New
$50.4K - $54.3K
934 $53.8K
Feb 04, 2025 Q4 2024
Bank Plus Trust Department

Jackson, MS
BUY
 -
930
New
$50.2K - $54.1K
930 $53.5K
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
911
+ 4.92%
$49.1K - $53K
19.4K $1.12M
Feb 14, 2025 Q4 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
900
+ 9.69%
$48.5K - $52.3K
10.2K $587K
Feb 13, 2025 Q4 2024
Main Street Financial Solutions, LLC

BUY
 -
848
+ 9.52%
$45.7K - $49.3K
9.76K $562K
Feb 13, 2025 Q4 2024
Advisory Services Network, LLC

BUY
 -
820
+ 5.83%
$44.2K - $47.7K
14.9K $856K
Jan 21, 2025 Q4 2024
Flagship Harbor Advisors, LLC

BUY
 -
817
+ 20.61%
$44.1K - $47.5K
4.78K $275K
Feb 03, 2025 Q4 2024
Bear Mountain Capital, Inc.

Seattle, WA
BUY
 -
796
New
$42.9K - $46.3K
796 $45.8K
Jan 31, 2025 Q4 2024
Mcdonald Partners LLC

BUY
 -
788
+ 4.13%
$42.5K - $45.8K
19.9K $1.14M
Jan 28, 2025 Q4 2024
Clarity Wealth Advisors, LLC

BUY
 -
772
+ 2.32%
$41.6K - $44.9K
34K $1.96M
Feb 10, 2025 Q4 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
735
+ 9.91%
$39.6K - $42.7K
8.15K $469K
Feb 04, 2025 Q4 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
734
+ 9.52%
$39.6K - $42.7K
8.44K $486K
Jan 16, 2025 Q4 2024
Sugar Maple Asset Management, LLC

Sister Bay, WI
BUY
 -
723
New
$39K - $42K
723 $41.6K
Jan 06, 2025 Q4 2024
Capital Market Strategies LLC

BUY
 -
673
+ 7.86%
$36.3K - $39.1K
9.24K $532K
Feb 11, 2025 Q4 2024
Napatree Capital LLC

Westerly, RI
BUY
 -
667
+ 2.93%
$36K - $38.8K
23.5K $1.35M
Jan 29, 2025 Q4 2024
Newport Capital Group, LLC

BUY
 -
636
+ 2.87%
$34.3K - $37K
22.8K $1.31M
Feb 14, 2025 Q4 2024
Morse Asset Management, Inc

Darien, CT
BUY
 -
629
+ 0.96%
$33.9K - $36.6K
66.3K $3.82M

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