Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.87M+ 17.25% |
$148M - $168M
|
19.5M
$1.08B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.94M+ 21.73% |
$99.6M - $113M
|
10.9M
$598M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.88M+ 9.28% |
$96.7M - $110M
|
22.1M
$1.22B
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1.85M+ 78192.01% |
$95.1M - $108M
|
1.85M
$102M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.69M+ 21.41% |
$87.1M - $99.1M
|
9.6M
$529M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.18M+ 58.4% |
$60.6M - $69M
|
3.2M
$176M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.1M+ 19.37% |
$56.8M - $64.5M
|
6.8M
$374M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
966K+ 42.14% |
$49.7M - $56.5M
|
3.26M
$180M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
826K+ 574.36% |
$42.5M - $48.3M
|
969K
$53.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
769K+ 6004.78% |
$39.5M - $45M
|
781K
$43M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
720K+ 23.25% |
$37.1M - $42.1M
|
3.82M
$210M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
668K+ 32.16% |
$34.4M - $39.1M
|
2.74M
$151M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
485K+ 660.41% |
$25M - $28.4M
|
558K
$30.8M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
430K+ 73.8% |
$22.1M - $25.2M
|
1.01M
$55.8M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
288KNew |
$14.8M - $16.8M
|
288K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
264K+ 118.06% |
$13.6M - $15.5M
|
488K
$26.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
241K+ 103.47% |
$12.4M - $14.1M
|
473K
$26.1M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
233KNew |
$12M - $13.6M
|
233K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
200K+ 1352.0% |
$10.3M - $11.7M
|
215K
$11.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
176KNew |
$9.07M - $10.3M
|
176K
$9.71M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
165K+ 300.36% |
$8.49M - $9.65M
|
220K
$12.1M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
161K+ 43.9% |
$8.3M - $9.44M
|
529K
$29.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
160K+ 31.1% |
$8.24M - $9.38M
|
675K
$37.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
150K+ 14.17% |
$7.72M - $8.78M
|
1.21M
$66.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
142K+ 4.37% |
$7.29M - $8.29M
|
3.38M
$186M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
140K+ 31.6% |
$7.18M - $8.17M
|
581K
$32M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
129K+ 16.16% |
$6.62M - $7.53M
|
925K
$51M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
128K+ 26.7% |
$6.59M - $7.5M
|
608K
$33.5M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
123K+ 30.31% |
$6.33M - $7.19M
|
529K
$29.1M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
114KNew |
$5.86M - $6.66M
|
114K
$6.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
110K+ 11.31% |
$5.67M - $6.45M
|
1.08M
$59.7M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
99.2K+ 9.73% |
$5.11M - $5.81M
|
1.12M
$61.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
95K+ 855.14% |
$4.89M - $5.56M
|
106K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
95K+ 19.27% |
$4.89M - $5.56M
|
588K
$32.4M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
94.6K+ 20.33% |
$4.87M - $5.54M
|
560K
$30.9M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
92.5K+ 55.27% |
$4.76M - $5.41M
|
260K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
89.3K+ 18.62% |
$4.6M - $5.23M
|
569K
$31.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
86.2KNew |
$4.43M - $5.04M
|
86.2K
$4.75M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.7K+ 5.36% |
$4.15M - $4.72M
|
1.59M
$87.4M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
77K+ 11.98% |
$3.96M - $4.5M
|
720K
$39.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
76.5K+ 7.07% |
$3.93M - $4.47M
|
1.16M
$63.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
75.1K+ 6225.29% |
$3.86M - $4.39M
|
76.3K
$4.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74.5K+ 90.62% |
$3.83M - $4.36M
|
157K
$8.64M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
74.2KNew |
$3.82M - $4.34M
|
74.2K
$4.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
69.6KNew |
$3.58M - $4.07M
|
69.6K
$3.84M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
69.1KNew |
$3.56M - $4.04M
|
69.1K
$3.81M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
68.6K+ 59.47% |
$3.53M - $4.01M
|
184K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67.9K+ 8.75% |
$3.49M - $3.97M
|
844K
$46.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.9K+ 2.22% |
$3.44M - $3.92M
|
3.08M
$170M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
65.6K+ 231.35% |
$3.37M - $3.84M
|
93.9K
$5.17M
|