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 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.5K- 2.17% |
$77K - $87.5K
|
67.3K
$3.54M
|
|
|
Apr 16, 2025
Q1 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-1.5K- 0.38% |
$77K - $87.6K
|
394K
$20.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.54K- 1.86% |
$79.2K - $90K
|
81.1K
$4.27M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.71K- 54.04% |
$87.7K - $99.8K
|
1.45K
$76.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.73K- 13.1% |
$89K - $101K
|
11.5K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.74K- 20.81% |
$89.4K - $102K
|
6.61K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.77K- 12.44% |
$91.3K - $104K
|
12.5K
$657K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.96K- 13.8% |
$101K - $115K
|
12.3K
$645K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.99K- 24.74% |
$103K - $117K
|
6.06K
$319K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2K- 16.98% |
$103K - $117K
|
9.79K
$515K
|
|
|
Apr 23, 2025
Q1 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-2.16K- 11.64% |
$111K - $126K
|
16.4K
$861K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.42K- 8.51% |
$124K - $142K
|
26K
$1.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-2.42K- 28.81% |
$125K - $142K
|
5.98K
$315K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.54K- 19.24% |
$130K - $148K
|
10.6K
$560K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.56K- 23.22% |
$132K - $150K
|
8.47K
$446K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.71K- 36.95% |
$139K - $159K
|
4.62K
$243K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.75K- 15.49% |
$142K - $161K
|
15K
$790K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.79K- 19.86% |
$144K - $163K
|
11.3K
$593K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.88K- 14.81% |
$148K - $168K
|
16.6K
$871K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2.94K- 24.85% |
$151K - $172K
|
8.9K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-3K- 1.0% |
$154K - $175K
|
297K
$15.6M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3K- 12.19% |
$155K - $176K
|
21.6K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.06K- 65.1% |
$158K - $179K
|
1.64K
$86.4K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-3.48K- 25.23% |
$179K - $204K
|
10.3K
$543K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-3.54K- 24.09% |
$182K - $207K
|
11.1K
$587K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.62K- 6.6% |
$186K - $212K
|
51.2K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.71K- 7.15% |
$191K - $217K
|
48.2K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.78K- 8.14% |
$194K - $221K
|
42.7K
$2.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.8K- 7.86% |
$196K - $222K
|
44.6K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-3.91K- 20.12% |
$201K - $228K
|
15.5K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.15K- 18.09% |
$213K - $243K
|
18.8K
$988K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.22K- 40.71% |
$217K - $247K
|
6.14K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-4.53K- 4.17% |
$233K - $265K
|
104K
$5.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.7K- 36.99% |
$242K - $275K
|
8K
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.82K- 17.85% |
$248K - $282K
|
22.2K
$1.17M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.88K- 5.31% |
$251K - $285K
|
86.9K
$4.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-4.93K- 9.9% |
$254K - $288K
|
44.9K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.08K- 2.03% |
$261K - $297K
|
245K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5.13K- 7.06% |
$264K - $300K
|
67.6K
$3.56M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5.19K- 53.17% |
$267K - $303K
|
4.57K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.44K- 31.18% |
$280K - $318K
|
12K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-5.57K- 53.62% |
$286K - $326K
|
4.81K
$253K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.89K- 2.74% |
$303K - $344K
|
209K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6K- 26.71% |
$309K - $351K
|
16.5K
$867K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.23K- 8.59% |
$321K - $365K
|
66.3K
$3.49M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-6.25K- 11.62% |
$322K - $366K
|
47.6K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.54K- 25.85% |
$336K - $382K
|
18.8K
$987K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-6.55K- 27.9% |
$337K - $383K
|
16.9K
$890K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-6.59K- 18.84% |
$339K - $386K
|
28.4K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-6.73K- 16.65% |
$346K - $394K
|
33.7K
$1.77M
|