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 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
8.21KNew |
$422K - $480K
|
8.21K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8.18K+ 83.03% |
$421K - $479K
|
18K
$949K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
8.11K+ 147.37% |
$417K - $475K
|
13.6K
$717K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.09K+ 16.44% |
$416K - $473K
|
57.3K
$3.01M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
7.98K+ 19.29% |
$410K - $467K
|
49.3K
$2.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
7.96KNew |
$409K - $466K
|
7.96K
$419K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
7.8K+ 286.76% |
$401K - $456K
|
10.5K
$554K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.79KNew |
$401K - $456K
|
7.79K
$410K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.77K+ 4.85% |
$400K - $454K
|
168K
$8.84M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
7.74K+ 9.94% |
$398K - $453K
|
85.6K
$4.5M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.73K+ 23.55% |
$398K - $452K
|
40.6K
$2.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.69K+ 6.8% |
$396K - $450K
|
121K
$6.36M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.61K+ 184.2% |
$392K - $445K
|
11.7K
$618K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.6K+ 81.26% |
$391K - $445K
|
17K
$893K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.6K+ 12.53% |
$391K - $445K
|
68.2K
$3.59M
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
7.42K+ 4.52% |
$382K - $434K
|
172K
$9.04M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.41K+ 27.69% |
$381K - $434K
|
34.2K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7.36KNew |
$379K - $431K
|
7.36K
$388K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
7.32KNew |
$377K - $428K
|
7.32K
$385K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
7.29K+ 18.68% |
$375K - $427K
|
46.3K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
7.18KNew |
$369K - $420K
|
7.18K
$378K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7.17KNew |
$369K - $419K
|
7.17K
$377K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7.16K+ 6.08% |
$368K - $419K
|
125K
$6.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
7.1KNew |
$365K - $415K
|
7.1K
$374K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.96K+ 56.64% |
$358K - $407K
|
19.2K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.87K+ 27.02% |
$353K - $402K
|
32.3K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
6.86KNew |
$353K - $401K
|
6.86K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
6.79K+ 7.51% |
$349K - $397K
|
97.1K
$5.11M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
6.77K+ 5.88% |
$348K - $396K
|
122K
$6.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.7K+ 100.71% |
$345K - $392K
|
13.4K
$703K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6.65K+ 15.77% |
$342K - $389K
|
48.8K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
6.62K+ 5.12% |
$341K - $387K
|
136K
$7.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
6.55K+ 3.69% |
$337K - $383K
|
184K
$9.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.55K+ 55.12% |
$337K - $383K
|
18.4K
$969K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
6.49K+ 97.31% |
$334K - $379K
|
13.2K
$692K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
6.46K+ 8.71% |
$332K - $378K
|
80.6K
$4.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
6.4KNew |
$329K - $374K
|
6.4K
$337K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.39K+ 27.64% |
$329K - $374K
|
29.5K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.38K+ 34.77% |
$328K - $373K
|
24.7K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.35K+ 136.79% |
$327K - $372K
|
11K
$579K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
6.32K+ 19.11% |
$325K - $370K
|
39.4K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
6.29K+ 70.77% |
$324K - $368K
|
15.2K
$799K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.07K+ 8.07% |
$312K - $355K
|
81.3K
$4.28M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
6.07KNew |
$312K - $355K
|
6.07K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.02K+ 44.52% |
$309K - $352K
|
19.5K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.96K+ 42.08% |
$307K - $349K
|
20.1K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
5.91K+ 8.11% |
$304K - $346K
|
78.8K
$4.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5.88K+ 4.53% |
$303K - $344K
|
136K
$7.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.76K+ 11.15% |
$296K - $337K
|
57.4K
$3.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5.7K+ 52.91% |
$293K - $334K
|
16.5K
$867K
|