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 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
3.9K+ 45.59% |
$201K - $228K
|
12.5K
$656K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.88K+ 15.26% |
$200K - $227K
|
29.3K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
3.87KNew |
$199K - $226K
|
3.87K
$203K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.85K+ 10.86% |
$198K - $225K
|
39.3K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.79K+ 29.36% |
$195K - $222K
|
16.7K
$879K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.79K+ 4.62% |
$195K - $222K
|
85.8K
$4.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.76K+ 23.29% |
$193K - $220K
|
19.9K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
3.76K+ 29.3% |
$193K - $220K
|
16.6K
$872K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.74K+ 19.79% |
$192K - $219K
|
22.6K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.74K+ 15.21% |
$192K - $219K
|
28.3K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.57K+ 1.52% |
$184K - $209K
|
238K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
3.54K+ 10.83% |
$182K - $207K
|
36.3K
$1.91M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
3.5K+ 7.95% |
$180K - $205K
|
47.5K
$2.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
3.49K+ 59.02% |
$179K - $204K
|
9.4K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.48KNew |
$179K - $204K
|
3.48K
$183K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.45KNew |
$178K - $202K
|
3.45K
$182K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.39K+ 11.53% |
$174K - $198K
|
32.8K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.38K+ 89.97% |
$174K - $198K
|
7.14K
$376K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.33K+ 78.25% |
$171K - $195K
|
7.58K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
3.17K+ 31.43% |
$163K - $186K
|
13.3K
$698K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.1K+ 11.42% |
$159K - $181K
|
30.2K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.05K+ 8.15% |
$157K - $179K
|
40.5K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.98K+ 11.68% |
$153K - $174K
|
28.5K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2.96K+ 5.33% |
$152K - $173K
|
58.5K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.95K+ 6.12% |
$152K - $173K
|
51.1K
$2.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.94K+ 33.07% |
$151K - $172K
|
11.8K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.93K+ 14.67% |
$151K - $172K
|
22.9K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.84K+ 52.76% |
$146K - $166K
|
8.23K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.83KNew |
$145K - $165K
|
2.83K
$149K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.81K+ 54.1% |
$144K - $164K
|
8K
$421K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.76K+ 8.53% |
$142K - $162K
|
35.1K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.72K+ 7.91% |
$140K - $159K
|
37.1K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.72K+ 5.02% |
$140K - $159K
|
56.8K
$2.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
2.67K+ 10.76% |
$138K - $156K
|
27.5K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
2.67K+ 2.57% |
$137K - $156K
|
107K
$5.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.63K+ 27.0% |
$135K - $154K
|
12.4K
$650K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.62K+ 22.59% |
$135K - $153K
|
14.2K
$747K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.6K+ 25.26% |
$134K - $152K
|
12.9K
$680K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.6K+ 33.89% |
$134K - $152K
|
10.3K
$540K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.57K+ 4.84% |
$132K - $150K
|
55.6K
$2.92M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.53K+ 4.21% |
$130K - $148K
|
62.7K
$3.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.51K+ 6.81% |
$129K - $147K
|
39.4K
$2.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.51K+ 16.39% |
$129K - $147K
|
17.8K
$937K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.46K+ 6.42% |
$127K - $144K
|
40.8K
$2.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.43K+ 28.95% |
$125K - $142K
|
10.8K
$570K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.28K+ 6.17% |
$117K - $133K
|
39.3K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.26K+ 34.3% |
$116K - $132K
|
8.85K
$466K
|
|
|
May 07, 2025
Q1 2025
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
2.24K+ 33.42% |
$115K - $131K
|
8.93K
$470K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.2KNew |
$113K - $129K
|
2.2K
$116K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
2.18KNew |
$112K - $128K
|
2.18K
$115K
|