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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
769K+ 6004.78% |
$39.5M - $45M
|
781K
$38.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
485K+ 660.41% |
$25M - $28.4M
|
558K
$27.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
150K+ 14.17% |
$7.72M - $8.78M
|
1.21M
$58.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
110K+ 11.31% |
$5.67M - $6.45M
|
1.08M
$52.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
95K+ 855.14% |
$4.89M - $5.56M
|
106K
$5.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
86.2KNew |
$4.43M - $5.04M
|
86.2K
$4.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
76.5K+ 7.07% |
$3.93M - $4.47M
|
1.16M
$56.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
75.1K+ 6225.29% |
$3.86M - $4.39M
|
76.3K
$3.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
48.3K+ 423.65% |
$2.48M - $2.83M
|
59.7K
$2.91M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
47.2KNew |
$2.43M - $2.76M
|
47.2K
$2.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
43.7K+ 497.84% |
$2.25M - $2.56M
|
52.5K
$2.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
42.2K+ 12.76% |
$2.17M - $2.47M
|
373K
$18.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
38.9K+ 168.55% |
$2M - $2.28M
|
62K
$3.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
38.1K+ 181.29% |
$1.96M - $2.23M
|
59.1K
$2.88M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
33.8K+ 104.83% |
$1.74M - $1.98M
|
66.1K
$3.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
24.7K+ 32.4% |
$1.27M - $1.44M
|
101K
$4.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
23.5KNew |
$1.21M - $1.37M
|
23.5K
$1.14M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
22.9K+ 41.48% |
$1.18M - $1.34M
|
78.3K
$3.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
19.3K+ 245.79% |
$993K - $1.13M
|
27.2K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 4.33% |
$931K - $1.06M
|
436K
$21.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
17.6KNew |
$907K - $1.03M
|
17.6K
$859K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.6K+ 17.59% |
$803K - $913K
|
104K
$5.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
14.9K+ 33.62% |
$768K - $873K
|
59.3K
$2.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13.2K+ 23.16% |
$680K - $774K
|
70.3K
$3.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11.6KNew |
$595K - $677K
|
11.6K
$564K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$549K - $625K
|
10.7K
$520K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
10.5K+ 12.1% |
$542K - $617K
|
97.6K
$4.76M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.62K+ 44.06% |
$495K - $563K
|
31.4K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
9.48K+ 122.35% |
$488K - $555K
|
17.2K
$840K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
9.25K+ 128.19% |
$476K - $541K
|
16.5K
$802K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9.08K+ 7.36% |
$467K - $531K
|
132K
$6.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.21K+ 8.58% |
$423K - $480K
|
104K
$5.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7.96KNew |
$409K - $466K
|
7.96K
$388K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
7.8K+ 286.76% |
$401K - $456K
|
10.5K
$513K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.69K+ 6.8% |
$396K - $450K
|
121K
$5.89M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.6K+ 12.53% |
$391K - $445K
|
68.2K
$3.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
7.29K+ 18.68% |
$375K - $427K
|
46.3K
$2.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
7.1KNew |
$365K - $415K
|
7.1K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.96K+ 56.64% |
$358K - $407K
|
19.2K
$937K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6.65K+ 15.77% |
$342K - $389K
|
48.8K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
6.49K+ 97.31% |
$334K - $379K
|
13.2K
$641K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
6.46K+ 8.71% |
$332K - $378K
|
80.6K
$3.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
6.4KNew |
$329K - $374K
|
6.4K
$312K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.35K+ 136.79% |
$327K - $372K
|
11K
$536K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
6.07KNew |
$312K - $355K
|
6.07K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.76K+ 11.15% |
$296K - $337K
|
57.4K
$2.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5.7K+ 52.91% |
$293K - $334K
|
16.5K
$803K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.65K+ 141200.0% |
$291K - $330K
|
5.65K
$275K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.54K+ 20.68% |
$285K - $324K
|
32.3K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.4K+ 110.66% |
$226K - $257K
|
8.38K
$408K
|