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 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-100- 4.94% |
$5.15K - $5.85K
|
1.93K
$101K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-109- 1.6% |
$5.61K - $6.38K
|
6.7K
$353K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-112- 0.99% |
$5.76K - $6.55K
|
11.2K
$590K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-145- 3.56% |
$7.46K - $8.48K
|
3.92K
$206K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-185- 4.06% |
$9.52K - $10.8K
|
4.37K
$230K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-202- 1.02% |
$10.4K - $11.8K
|
19.6K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-210- 1.92% |
$10.8K - $12.3K
|
10.7K
$565K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-235- 12.27% |
$12.1K - $13.7K
|
1.68K
$88.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-240- 1.33% |
$12.3K - $14K
|
17.8K
$936K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-243- 2.29% |
$12.5K - $14.2K
|
10.4K
$546K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-245- 0.62% |
$12.6K - $14.3K
|
39.6K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-248- 0.88% |
$12.8K - $14.5K
|
28.1K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-262- 1.06% |
$13.5K - $15.3K
|
24.4K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-348- 31.67% |
$17.9K - $20.4K
|
751
$39.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-372- 0.74% |
$19.1K - $21.8K
|
49.8K
$2.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-414- 7.7% |
$21.3K - $24.2K
|
4.97K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-418- 2.82% |
$21.5K - $24.5K
|
14.4K
$758K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-427- 1.51% |
$22K - $25K
|
27.9K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-448- 6.24% |
$23K - $26.2K
|
6.73K
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-479- 2.21% |
$24.6K - $28K
|
21.2K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-480- 1.58% |
$24.7K - $28.1K
|
30K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-522- 2.19% |
$26.9K - $30.5K
|
23.3K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-544- 5.42% |
$28K - $31.8K
|
9.5K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-547- 3.92% |
$28.1K - $32K
|
13.4K
$705K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-584- 1.1% |
$30K - $34.2K
|
52.7K
$2.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-635- 3.43% |
$32.7K - $37.2K
|
17.9K
$941K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-641- 1.15% |
$33K - $37.5K
|
55.1K
$2.9M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-674- 1.3% |
$34.7K - $39.4K
|
51.1K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-691- 0.61% |
$35.6K - $40.4K
|
113K
$5.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-736- 3.76% |
$37.9K - $43.1K
|
18.8K
$991K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-817- 3.6% |
$42K - $47.8K
|
21.9K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-832- 4.81% |
$42.8K - $48.7K
|
16.5K
$866K
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-858- 7.53% |
$44.1K - $50.2K
|
10.5K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-897- 13.46% |
$46.2K - $52.5K
|
5.77K
$304K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-901- 17.69% |
$46.4K - $52.7K
|
4.19K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-901- 5.2% |
$46.4K - $52.7K
|
16.4K
$864K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-903- 9.47% |
$46.5K - $52.8K
|
8.64K
$455K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-974- 8.13% |
$50.1K - $57K
|
11K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1K- 14.78% |
$51.5K - $58.5K
|
5.76K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.06K- 13.13% |
$54.6K - $62.1K
|
7.02K
$370K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.07K- 2.37% |
$54.9K - $62.4K
|
44K
$2.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.09K- 1.72% |
$56.1K - $63.8K
|
62.3K
$3.28M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.13K- 1.24% |
$58.2K - $66.2K
|
90.4K
$4.76M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.21K- 3.43% |
$62.3K - $70.9K
|
34.1K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.25K- 7.99% |
$64.1K - $72.8K
|
14.3K
$754K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-1.3K- 24.76% |
$66.9K - $76.1K
|
3.95K
$208K
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-1.34K- 1.43% |
$68.7K - $78.1K
|
92.3K
$4.86M
|
|
|
May 06, 2025
Q1 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.38K- 17.44% |
$71.2K - $81K
|
6.55K
$345K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-1.42K- 3.29% |
$73.1K - $83.1K
|
41.8K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 10.54% |
$75.4K - $85.8K
|
12.4K
$655K
|