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 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-6.84K- 9.31% |
$352K - $400K
|
66.6K
$3.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-7.74K- 27.28% |
$398K - $453K
|
20.6K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-7.83K- 29.54% |
$403K - $458K
|
18.7K
$982K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-7.96K- 20.25% |
$409K - $465K
|
31.3K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.01KClosed |
$412K - $469K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-8.15K- 42.67% |
$419K - $477K
|
10.9K
$576K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.5K- 32.58% |
$437K - $497K
|
17.6K
$926K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.61K- 20.86% |
$443K - $504K
|
32.7K
$1.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.93K- 66.26% |
$459K - $522K
|
4.55K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-8.94K- 12.51% |
$460K - $523K
|
62.5K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-9.34K- 1.79% |
$480K - $546K
|
514K
$27M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9.5K- 49.59% |
$489K - $556K
|
9.66K
$508K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9.64K- 44.44% |
$496K - $564K
|
12K
$634K
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-9.8K- 11.34% |
$504K - $573K
|
76.6K
$4.03M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10.3K- 2.09% |
$532K - $605K
|
485K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-10.6K- 59.58% |
$544K - $619K
|
7.17K
$378K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-11.1K- 40.95% |
$570K - $648K
|
16K
$841K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-11.4K- 15.73% |
$588K - $669K
|
61.3K
$3.23M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-12.2K- 43.24% |
$628K - $714K
|
16K
$844K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.3K- 12.06% |
$634K - $721K
|
89.9K
$4.73M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.3K- 31.38% |
$635K - $722K
|
27K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-14.1K- 50.0% |
$725K - $825K
|
14.1K
$742K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-14.4K- 19.37% |
$741K - $843K
|
60K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-19.2K- 26.38% |
$987K - $1.12M
|
53.5K
$2.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-19.4K- 9.77% |
$1M - $1.14M
|
179K
$9.45M
|
|
|
May 01, 2025
Q1 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-21K- 13.5% |
$1.08M - $1.23M
|
134K
$7.08M
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-24.2K- 76.62% |
$1.25M - $1.42M
|
7.4K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-25.4K- 11.11% |
$1.3M - $1.48M
|
203K
$10.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-25.4K- 43.99% |
$1.31M - $1.49M
|
32.4K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-25.7K- 10.23% |
$1.32M - $1.5M
|
225K
$11.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-29.4K- 42.29% |
$1.51M - $1.72M
|
40.1K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-29.8K- 0.81% |
$1.53M - $1.74M
|
3.67M
$193M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30K- 41.6% |
$1.55M - $1.76M
|
42.2K
$2.22M
|
|
|
May 02, 2025
Q1 2025
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-32.5K- 29.26% |
$1.67M - $1.9M
|
78.7K
$4.14M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-34.5K- 26.47% |
$1.78M - $2.02M
|
95.9K
$5.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-34.5K- 92.32% |
$1.78M - $2.02M
|
2.87K
$151K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-36.3K- 10.7% |
$1.87M - $2.12M
|
303K
$15.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-39.5K- 89.62% |
$2.03M - $2.31M
|
4.57K
$241K
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-40.4K- 46.58% |
$2.08M - $2.36M
|
46.3K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-49.3K- 59.27% |
$2.54M - $2.88M
|
33.9K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-49.8K- 79.72% |
$2.56M - $2.91M
|
12.7K
$667K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-56.5K- 91.85% |
$2.91M - $3.31M
|
5.02K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-65.9K- 48.04% |
$3.39M - $3.85M
|
71.2K
$3.75M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69K- 18.99% |
$3.55M - $4.04M
|
294K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-79.1K- 43.15% |
$4.07M - $4.63M
|
104K
$5.48M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-84.1K- 16.83% |
$4.33M - $4.92M
|
415K
$21.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-95.2K- 70.17% |
$4.9M - $5.57M
|
40.5K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-140K- 91.04% |
$7.21M - $8.21M
|
13.8K
$726K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-166K- 91.28% |
$8.56M - $9.74M
|
15.9K
$837K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-235K- 92.19% |
$12.1M - $13.7M
|
19.9K
$1.05M
|