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 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
67+ 94.37% |
$3.45K - $3.92K
|
138
$6.73K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
57+ 1.41% |
$2.93K - $3.34K
|
4.1K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
53+ 0.13% |
$2.73K - $3.1K
|
42.1K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
23+ 0.15% |
$1.18K - $1.35K
|
15.2K
$740K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
18+ 0.23% |
$926 - $1.05K
|
7.96K
$388K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
11+ 1.17% |
$566 - $644
|
949
$46.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.44% |
$309 - $351
|
1.38K
$67K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.03% |
$154 - $176
|
12K
$584K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-73- 78.49% |
$3.76K - $4.27K
|
20
$975
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-109- 1.6% |
$5.61K - $6.38K
|
6.7K
$326K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-112- 0.99% |
$5.76K - $6.55K
|
11.2K
$547K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-235- 12.27% |
$12.1K - $13.7K
|
1.68K
$81.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-243- 2.29% |
$12.5K - $14.2K
|
10.4K
$506K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-448- 6.24% |
$23K - $26.2K
|
6.73K
$328K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-480- 1.58% |
$24.7K - $28.1K
|
30K
$1.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-641- 1.15% |
$33K - $37.5K
|
55.1K
$2.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-974- 8.13% |
$50.1K - $57K
|
11K
$536K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.07K- 2.37% |
$54.9K - $62.4K
|
44K
$2.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-1.3K- 24.76% |
$66.9K - $76.1K
|
3.95K
$193K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.5K- 2.17% |
$77K - $87.5K
|
67.3K
$3.28M
|
|
|
Apr 16, 2025
Q1 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-1.5K- 0.38% |
$77K - $87.6K
|
394K
$19.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.71K- 54.04% |
$87.7K - $99.8K
|
1.45K
$70.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.73K- 13.1% |
$89K - $101K
|
11.5K
$560K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.96K- 13.8% |
$101K - $115K
|
12.3K
$598K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.99K- 24.74% |
$103K - $117K
|
6.06K
$295K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.88K- 14.81% |
$148K - $168K
|
16.6K
$807K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-3.8K- 7.86% |
$196K - $222K
|
44.6K
$2.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.7K- 36.99% |
$242K - $275K
|
8K
$390K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.88K- 5.31% |
$251K - $285K
|
86.9K
$4.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-4.93K- 9.9% |
$254K - $288K
|
44.9K
$2.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.89K- 2.74% |
$303K - $344K
|
209K
$10.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.93K- 66.26% |
$459K - $522K
|
4.55K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9.64K- 44.44% |
$496K - $564K
|
12K
$587K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-25.4K- 43.99% |
$1.31M - $1.49M
|
32.4K
$1.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-29.4K- 42.29% |
$1.51M - $1.72M
|
40.1K
$1.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-34.5K- 92.32% |
$1.78M - $2.02M
|
2.87K
$140K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-331K- 84.45% |
$17M - $19.4M
|
60.9K
$2.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-766K- 98.07% |
$39.4M - $44.8M
|
15.1K
$736K
|