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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-36.3K- 10.7% |
$1.87M - $2.12M
|
303K
$17.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-39.5K- 89.62% |
$2.03M - $2.31M
|
4.57K
$264K
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-40.4K- 46.58% |
$2.08M - $2.36M
|
46.3K
$2.68M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-49.3K- 59.27% |
$2.54M - $2.88M
|
33.9K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-49.8K- 79.72% |
$2.56M - $2.91M
|
12.7K
$733K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-56.5K- 91.85% |
$2.91M - $3.31M
|
5.02K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-65.9K- 48.04% |
$3.39M - $3.85M
|
71.2K
$4.12M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69K- 18.99% |
$3.55M - $4.04M
|
294K
$17M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-79.1K- 43.15% |
$4.07M - $4.63M
|
104K
$6.03M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-84.1K- 16.83% |
$4.33M - $4.92M
|
415K
$24M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-95.2K- 70.17% |
$4.9M - $5.57M
|
40.5K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-140K- 91.04% |
$7.21M - $8.21M
|
13.8K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-166K- 91.28% |
$8.56M - $9.74M
|
15.9K
$919K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-235K- 92.19% |
$12.1M - $13.7M
|
19.9K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-331K- 84.45% |
$17M - $19.4M
|
60.9K
$3.52M
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-405K- 99.72% |
$20.8M - $23.7M
|
1.13K
$65.2K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-434K- 97.36% |
$22.3M - $25.4M
|
11.8K
$681K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-453K- 43.4% |
$23.3M - $26.5M
|
591K
$34.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
SELL
|
- |
-495K- 95.2% |
$25.5M - $29M
|
25K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-766K- 98.07% |
$39.4M - $44.8M
|
15.1K
$873K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-831K- 44.29% |
$42.8M - $48.6M
|
1.05M
$60.5M
|
|
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-874K- 22.1% |
$45M - $51.1M
|
3.08M
$178M
|
|