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 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12.9K+ 32.92% |
$664K - $755K
|
52.1K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.6K+ 3.56% |
$650K - $739K
|
367K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
12.4KNew |
$638K - $726K
|
12.4K
$653K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
12.2K+ 16.76% |
$626K - $712K
|
84.8K
$4.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
12K+ 20.88% |
$619K - $704K
|
69.7K
$3.67M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11.8K+ 9.85% |
$607K - $691K
|
132K
$6.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.7KNew |
$604K - $687K
|
11.7K
$618K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11.6KNew |
$595K - $677K
|
11.6K
$609K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11.6K+ 193.2% |
$595K - $677K
|
17.5K
$924K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.6K+ 271.0% |
$595K - $676K
|
15.8K
$833K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.5K+ 57.95% |
$593K - $674K
|
31.4K
$1.65M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.5K+ 19.87% |
$592K - $673K
|
69.4K
$3.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 34.22% |
$579K - $658K
|
44.1K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
11.1K+ 31.79% |
$573K - $652K
|
46.2K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11.1K+ 4.41% |
$573K - $652K
|
264K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
11KNew |
$567K - $645K
|
11K
$580K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
10.9K+ 196.36% |
$563K - $640K
|
16.5K
$869K
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$549K - $625K
|
10.7K
$562K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
10.5K+ 12.1% |
$542K - $617K
|
97.6K
$5.14M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 32.33% |
$538K - $612K
|
42.8K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
10.4K+ 13.14% |
$535K - $608K
|
89.5K
$4.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
10.4K+ 68.8% |
$533K - $606K
|
25.4K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.4K+ 287.72% |
$533K - $606K
|
14K
$735K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.1KNew |
$518K - $589K
|
10.1K
$530K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
10K+ 159.09% |
$515K - $585K
|
16.3K
$857K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
10K+ 100.0% |
$515K - $585K
|
20K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.93K+ 2.4% |
$511K - $581K
|
423K
$22.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
9.79K+ 49.37% |
$504K - $573K
|
29.6K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.7K+ 15.65% |
$499K - $567K
|
71.7K
$3.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.62K+ 44.06% |
$495K - $563K
|
31.4K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
9.52K+ 1.03% |
$490K - $557K
|
936K
$49.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.51K+ 47.85% |
$489K - $556K
|
29.4K
$1.55M
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
9.48K+ 122.35% |
$488K - $555K
|
17.2K
$907K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.37KNew |
$482K - $548K
|
9.37K
$493K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.36K+ 15.75% |
$482K - $548K
|
68.8K
$3.62M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
9.28K+ 29.21% |
$477K - $543K
|
41K
$2.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
9.25K+ 128.19% |
$476K - $541K
|
16.5K
$867K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.13K+ 58.29% |
$470K - $534K
|
24.8K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
9.08K+ 45.67% |
$467K - $531K
|
28.9K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9.08K+ 7.36% |
$467K - $531K
|
132K
$6.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.06K+ 158.4% |
$466K - $530K
|
14.8K
$778K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.96KNew |
$461K - $524K
|
8.96K
$472K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.85K+ 39.83% |
$455K - $518K
|
31.1K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
8.84K+ 8.41% |
$455K - $517K
|
114K
$6M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.68K+ 58.38% |
$447K - $508K
|
23.6K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
8.68K+ 2.94% |
$447K - $508K
|
304K
$16M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.59K+ 47.45% |
$442K - $503K
|
26.7K
$1.4M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
8.41K+ 46.89% |
$433K - $492K
|
26.3K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
8.27KNew |
$425K - $484K
|
8.27K
$435K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.21K+ 8.58% |
$423K - $480K
|
104K
$5.47M
|