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 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
4.32KNew |
$222K - $253K
|
4.32K
$211K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.23K+ 19.71% |
$218K - $247K
|
25.7K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.17K+ 30.73% |
$214K - $244K
|
17.7K
$864K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
4KNew |
$206K - $234K
|
4K
$195K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4KNew |
$206K - $234K
|
4K
$195K
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
3.87KNew |
$199K - $226K
|
3.87K
$188K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.79K+ 4.62% |
$195K - $222K
|
85.8K
$4.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.84K+ 52.76% |
$146K - $166K
|
8.23K
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.81K+ 54.1% |
$144K - $164K
|
8K
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.76K+ 8.53% |
$142K - $162K
|
35.1K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.63K+ 27.0% |
$135K - $154K
|
12.4K
$602K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.62K+ 22.59% |
$135K - $153K
|
14.2K
$692K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.6K+ 33.89% |
$134K - $152K
|
10.3K
$500K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.51K+ 16.39% |
$129K - $147K
|
17.8K
$867K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.11K+ 3.57% |
$108K - $123K
|
61.2K
$2.98M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 5.61% |
$105K - $120K
|
38.5K
$1.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.02K+ 31.71% |
$104K - $118K
|
8.38K
$408K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
1.94K+ 0.65% |
$99.9K - $114K
|
299K
$14.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.93K+ 7.48% |
$99.3K - $113K
|
27.7K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.72KNew |
$88.6K - $101K
|
1.72K
$84K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
1.71K+ 4.15% |
$87.7K - $99.8K
|
42.8K
$2.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.67K+ 43.82% |
$85.7K - $97.4K
|
5.47K
$266K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.63K+ 18.65% |
$84K - $95.5K
|
10.4K
$506K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.62K+ 14.77% |
$83.5K - $94.9K
|
12.6K
$614K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.62K+ 2.76% |
$83.4K - $94.8K
|
60.3K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.56K+ 41.19% |
$80.2K - $91.2K
|
5.34K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.42K+ 1.37% |
$72.9K - $82.9K
|
105K
$5.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.17K+ 37.84% |
$60.2K - $68.5K
|
4.27K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.15K+ 9.01% |
$59.1K - $67.2K
|
13.9K
$677K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.11K+ 1.26% |
$57K - $64.8K
|
88.9K
$4.33M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
699+ 11.0% |
$36K - $40.9K
|
7.05K
$344K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
673+ 2.21% |
$34.6K - $39.4K
|
31.1K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
662+ 0.5% |
$34.1K - $38.7K
|
134K
$6.54M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
604+ 4.31% |
$31.1K - $35.3K
|
14.6K
$712K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
535+ 5.34% |
$27.5K - $31.3K
|
10.5K
$514K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$25.7K - $29.3K
|
500
$24.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
480+ 4.9% |
$24.7K - $28.1K
|
10.3K
$501K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
472+ 2.74% |
$24.3K - $27.6K
|
17.7K
$861K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
471+ 2.07% |
$24.2K - $27.6K
|
23.3K
$1.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
439+ 4.51% |
$22.6K - $25.7K
|
10.2K
$495K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
438+ 2.01% |
$22.5K - $25.6K
|
22.2K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
417+ 0.46% |
$21.5K - $24.4K
|
90.1K
$4.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
386+ 6.36% |
$19.9K - $22.6K
|
6.45K
$314K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
296+ 1.83% |
$15.2K - $17.3K
|
16.5K
$803K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
276+ 1.16% |
$14.2K - $16.1K
|
24.1K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
179+ 1.13% |
$9.21K - $10.5K
|
16K
$779K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
160+ 3.91% |
$8.23K - $9.36K
|
4.25K
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
139+ 1.61% |
$7.15K - $8.13K
|
8.79K
$428K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
126+ 0.34% |
$6.48K - $7.37K
|
37.3K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
90+ 2.82% |
$4.63K - $5.27K
|
3.29K
$160K
|