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
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
24.7KNew |
$1.27M - $1.44M
|
24.7K
$1.3M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
24.5K+ 120.0% |
$1.26M - $1.43M
|
45K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
24.2KNew |
$1.25M - $1.42M
|
24.2K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
23.5KNew |
$1.21M - $1.37M
|
23.5K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
23.1K+ 21.45% |
$1.19M - $1.35M
|
131K
$6.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
22.9K+ 41.48% |
$1.18M - $1.34M
|
78.3K
$4.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
22.6K+ 382.94% |
$1.16M - $1.32M
|
28.5K
$1.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22.2K+ 121.51% |
$1.14M - $1.3M
|
40.4K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
22K+ 21.11% |
$1.13M - $1.29M
|
126K
$6.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
21.5K+ 43.89% |
$1.11M - $1.26M
|
70.6K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
20.8K+ 21.53% |
$1.07M - $1.22M
|
117K
$6.17M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.5K+ 73.99% |
$1.06M - $1.2M
|
48.3K
$2.54M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
20.5KNew |
$1.05M - $1.2M
|
20.5K
$1.08M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.3K+ 44.07% |
$1.05M - $1.19M
|
66.4K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
20.2K+ 62.14% |
$1.04M - $1.18M
|
52.8K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20.2KNew |
$1.04M - $1.18M
|
20.2K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20.1K+ 281.71% |
$1.04M - $1.18M
|
27.3K
$1.43M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
19.5K+ 32.44% |
$1M - $1.14M
|
79.4K
$4.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
19.3K+ 245.79% |
$993K - $1.13M
|
27.2K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.3K+ 83.04% |
$991K - $1.13M
|
42.5K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
19.3K+ 16.85% |
$991K - $1.13M
|
134K
$7.03M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
18.8K+ 53.87% |
$967K - $1.1M
|
53.7K
$2.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
18.7K+ 144.72% |
$964K - $1.1M
|
31.7K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.6KNew |
$958K - $1.09M
|
18.6K
$980K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 4.33% |
$931K - $1.06M
|
436K
$23M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18K+ 9.06% |
$926K - $1.05M
|
217K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
17.9K+ 25.17% |
$919K - $1.05M
|
88.8K
$4.68M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
17.8K+ 48.46% |
$918K - $1.04M
|
54.7K
$2.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
17.6KNew |
$907K - $1.03M
|
17.6K
$927K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.5K+ 46.89% |
$902K - $1.03M
|
54.9K
$2.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.5K+ 23.3% |
$899K - $1.02M
|
92.5K
$4.87M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
17.5KNew |
$898K - $1.02M
|
17.5K
$919K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
17.1K+ 153.33% |
$878K - $998K
|
28.2K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
16.7K+ 9.72% |
$860K - $979K
|
189K
$9.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.7K+ 42.88% |
$859K - $977K
|
55.7K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
16.6K+ 19.21% |
$855K - $972K
|
103K
$5.43M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
16KNew |
$823K - $936K
|
16K
$842K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.7KNew |
$808K - $919K
|
15.7K
$827K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.6K+ 17.59% |
$803K - $913K
|
104K
$5.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
14.9K+ 33.62% |
$768K - $873K
|
59.3K
$3.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.7K+ 33.08% |
$754K - $857K
|
58.9K
$3.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$749K - $852K
|
14.6K
$766K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
14.1KNew |
$725K - $824K
|
14.1K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.1K+ 5.97% |
$723K - $822K
|
250K
$13.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
14K+ 96.4% |
$719K - $817K
|
28.5K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
13.9K+ 17.66% |
$717K - $815K
|
92.8K
$4.88M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
13.6K+ 216.79% |
$699K - $795K
|
19.9K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13.2K+ 23.16% |
$680K - $774K
|
70.3K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.2K+ 308.67% |
$680K - $773K
|
17.5K
$921K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13.1K+ 293.78% |
$676K - $769K
|
17.6K
$927K
|