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 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
439+ 4.51% |
$22.6K - $25.7K
|
10.2K
$535K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
438+ 2.01% |
$22.5K - $25.6K
|
22.2K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
433+ 7.19% |
$22.3K - $25.3K
|
6.46K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
417+ 15.6% |
$21.5K - $24.4K
|
3.09K
$163K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
417+ 0.46% |
$21.5K - $24.4K
|
90.1K
$4.74M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
403+ 1.27% |
$20.7K - $23.6K
|
32.2K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
402New |
$20.7K - $23.5K
|
402
$21.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
386+ 6.36% |
$19.9K - $22.6K
|
6.45K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
379+ 0.92% |
$19.5K - $22.2K
|
41.7K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
364+ 1.25% |
$18.7K - $21.3K
|
29.6K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
364+ 8.11% |
$18.7K - $21.3K
|
4.85K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
352+ 6.65% |
$18.1K - $20.6K
|
5.65K
$297K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
344+ 5.72% |
$17.7K - $20.1K
|
6.36K
$335K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
332+ 83.0% |
$17.1K - $19.4K
|
732
$38.5K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
331+ 2.11% |
$17K - $19.4K
|
16.1K
$845K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
326New |
$16.8K - $19.1K
|
326
$17.2K
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
324New |
$16.7K - $19K
|
324
$17.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
306+ 111.27% |
$15.7K - $17.9K
|
581
$30.6K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
301New |
$15.5K - $17.6K
|
301
$15.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
296+ 1.83% |
$15.2K - $17.3K
|
16.5K
$868K
|
|
|
Apr 23, 2025
Q1 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
280+ 0.69% |
$14.4K - $16.4K
|
41.1K
$2.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
276+ 1.16% |
$14.2K - $16.1K
|
24.1K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
271+ 33.66% |
$13.9K - $15.9K
|
1.08K
$56.6K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
266+ 0.5% |
$13.7K - $15.6K
|
53.8K
$2.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
255+ 59.58% |
$13.1K - $14.9K
|
683
$35.9K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
250+ 31.41% |
$12.9K - $14.6K
|
1.05K
$55.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
249+ 15.6% |
$12.8K - $14.6K
|
1.85K
$97.1K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
245+ 6.73% |
$12.6K - $14.3K
|
3.89K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
241+ 5.69% |
$12.4K - $14.1K
|
4.47K
$235K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
240+ 91.6% |
$12.3K - $14K
|
502
$26.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
239+ 0.7% |
$12.3K - $14K
|
34.3K
$1.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
237New |
$12.2K - $13.9K
|
237
$12.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
234+ 2.28% |
$12K - $13.7K
|
10.5K
$553K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
232+ 4.11% |
$11.9K - $13.6K
|
5.88K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
207+ 2.45% |
$10.7K - $12.1K
|
8.65K
$455K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
200New |
$10.3K - $11.7K
|
200
$10.5K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
200+ 3.28% |
$10.3K - $11.7K
|
6.3K
$332K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
189+ 4.5% |
$9.72K - $11.1K
|
4.39K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
179+ 1.13% |
$9.21K - $10.5K
|
16K
$841K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
160+ 3.91% |
$8.23K - $9.36K
|
4.25K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
155+ 2.11% |
$7.97K - $9.07K
|
7.52K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
153+ 7.75% |
$7.87K - $8.95K
|
2.13K
$112K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
153+ 29.25% |
$7.87K - $8.95K
|
676
$35.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
139+ 1.61% |
$7.15K - $8.13K
|
8.79K
$462K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
134+ 0.8% |
$6.89K - $7.84K
|
16.9K
$892K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
133New |
$6.84K - $7.78K
|
133
$7K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
130+ 1.34% |
$6.69K - $7.61K
|
9.81K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
127+ 0.89% |
$6.53K - $7.43K
|
14.4K
$756K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
126+ 0.34% |
$6.48K - $7.37K
|
37.3K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
106+ 2.51% |
$5.45K - $6.2K
|
4.33K
$228K
|