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 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
2.18K+ 1.88% |
$112K - $128K
|
118K
$6.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.16K+ 15.07% |
$111K - $126K
|
16.5K
$868K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.11K+ 3.57% |
$108K - $123K
|
61.2K
$3.22M
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 5.61% |
$105K - $120K
|
38.5K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.04K+ 28.1% |
$105K - $119K
|
9.31K
$490K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.04KNew |
$105K - $119K
|
2.04K
$107K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.03K+ 398.23% |
$104K - $119K
|
2.54K
$133K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.02K+ 31.71% |
$104K - $118K
|
8.38K
$441K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.98K+ 36.7% |
$102K - $116K
|
7.36K
$388K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.97K+ 11.96% |
$101K - $115K
|
18.4K
$968K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.95K+ 2.34% |
$100K - $114K
|
85.1K
$4.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
1.94K+ 0.65% |
$99.9K - $114K
|
299K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.93K+ 11.14% |
$99.5K - $113K
|
19.3K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.93K+ 7.48% |
$99.3K - $113K
|
27.7K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.92K+ 31.81% |
$98.8K - $112K
|
7.96K
$419K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.91K+ 12.41% |
$98.3K - $112K
|
17.3K
$911K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.9K+ 8.26% |
$97.8K - $111K
|
24.9K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.85K+ 25.48% |
$95.2K - $108K
|
9.12K
$480K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.84K+ 19.77% |
$94.7K - $108K
|
11.1K
$587K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.83KNew |
$93.9K - $107K
|
1.83K
$96K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.79K+ 12.26% |
$92.1K - $105K
|
16.4K
$863K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.72KNew |
$88.6K - $101K
|
1.72K
$90.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
1.71K+ 4.15% |
$87.7K - $99.8K
|
42.8K
$2.25M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.69K+ 22.52% |
$87.1K - $99.1K
|
9.21K
$485K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.67K+ 43.82% |
$85.7K - $97.4K
|
5.47K
$288K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.66K+ 13.49% |
$85.3K - $97K
|
13.9K
$734K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.63K+ 18.65% |
$84K - $95.5K
|
10.4K
$547K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.62K+ 14.77% |
$83.5K - $94.9K
|
12.6K
$664K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.62K+ 2.76% |
$83.4K - $94.8K
|
60.3K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.61K+ 14.43% |
$82.8K - $94.2K
|
12.8K
$672K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 9.21% |
$81.5K - $92.7K
|
18.8K
$988K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.57K+ 8.18% |
$80.7K - $91.7K
|
20.7K
$1.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.56K+ 41.19% |
$80.2K - $91.2K
|
5.34K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.55K+ 0.83% |
$79.7K - $90.6K
|
189K
$9.93M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.53KNew |
$78.8K - $89.6K
|
1.53K
$80.6K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.52K+ 18.21% |
$78.2K - $88.9K
|
9.87K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.51K+ 48.39% |
$77.9K - $88.6K
|
4.64K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.44K+ 22.22% |
$73.8K - $84K
|
7.89K
$415K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.42K+ 1.37% |
$72.9K - $82.9K
|
105K
$5.5M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.41K+ 6.7% |
$72.6K - $82.6K
|
22.5K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.4KNew |
$72K - $81.9K
|
1.4K
$73.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.38K+ 4.12% |
$71.2K - $81K
|
35K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
1.25K+ 2.86% |
$64.4K - $73.2K
|
45K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.24K+ 3.43% |
$63.8K - $72.6K
|
37.4K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.18K+ 3.96% |
$60.6K - $68.9K
|
30.9K
$1.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.17K+ 37.84% |
$60.2K - $68.5K
|
4.27K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.17K+ 25.39% |
$59.9K - $68.2K
|
5.75K
$303K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.15K+ 9.01% |
$59.1K - $67.2K
|
13.9K
$731K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 3.38% |
$59.1K - $67.2K
|
35.2K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.11K+ 1.26% |
$57K - $64.8K
|
88.9K
$4.68M
|