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 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.08K+ 8.02% |
$55.5K - $63.1K
|
14.5K
$765K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.07K+ 18.93% |
$55K - $62.5K
|
6.72K
$353K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
1.06K+ 0.75% |
$54.5K - $62K
|
142K
$7.47M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.04K+ 12.79% |
$53.6K - $61K
|
9.19K
$484K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.01K+ 20.03% |
$52.2K - $59.3K
|
6.08K
$320K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1K+ 9.09% |
$51.5K - $58.5K
|
12K
$632K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
972+ 8.63% |
$50K - $56.9K
|
12.2K
$644K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
938+ 151.29% |
$48.3K - $54.9K
|
1.56K
$82K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
925+ 18.12% |
$47.6K - $54.1K
|
6.03K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
904+ 21.53% |
$46.5K - $52.9K
|
5.1K
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
898+ 24.6% |
$46.2K - $52.5K
|
4.55K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
893+ 4.16% |
$45.9K - $52.2K
|
22.4K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
883+ 2.5% |
$45.4K - $51.7K
|
36.2K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
876+ 5.66% |
$45.1K - $51.3K
|
16.4K
$861K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
862+ 64.86% |
$44.3K - $50.4K
|
2.19K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
827+ 20.51% |
$42.5K - $48.4K
|
4.86K
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
787+ 393.5% |
$40.5K - $46K
|
987
$51.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
780+ 9.04% |
$40.1K - $45.6K
|
9.41K
$495K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
780+ 19.5% |
$40.1K - $45.6K
|
4.78K
$252K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
750+ 16.48% |
$38.6K - $43.9K
|
5.3K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
746+ 17.05% |
$38.4K - $43.6K
|
5.12K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
743+ 8.95% |
$38.2K - $43.5K
|
9.04K
$476K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
720+ 130.91% |
$37K - $42.1K
|
1.27K
$66.8K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
703New |
$36.2K - $41.1K
|
703
$37K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
699+ 11.0% |
$36K - $40.9K
|
7.05K
$371K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
673+ 2.21% |
$34.6K - $39.4K
|
31.1K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
669+ 0.43% |
$34.4K - $39.1K
|
157K
$8.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
662+ 0.5% |
$34.1K - $38.7K
|
134K
$7.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
650New |
$33.4K - $38K
|
650
$34.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
609+ 12.74% |
$31.3K - $35.6K
|
5.39K
$284K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
604+ 4.31% |
$31.1K - $35.3K
|
14.6K
$769K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
600+ 14.58% |
$30.9K - $35.1K
|
4.72K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
576+ 2.25% |
$29.6K - $33.7K
|
26.2K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
565+ 14.32% |
$29.1K - $33.1K
|
4.51K
$237K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
537+ 6.96% |
$27.6K - $31.4K
|
8.25K
$434K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
535+ 5.34% |
$27.5K - $31.3K
|
10.5K
$555K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
531+ 0.18% |
$27.3K - $31.1K
|
298K
$15.7M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
527+ 11.16% |
$27.1K - $30.8K
|
5.25K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
519+ 6.31% |
$26.7K - $30.4K
|
8.74K
$460K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
511+ 6.69% |
$26.3K - $29.9K
|
8.15K
$429K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
502+ 4.93% |
$25.8K - $29.4K
|
10.7K
$562K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$25.7K - $29.3K
|
500
$26.3K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
491+ 0.81% |
$25.3K - $28.7K
|
61.1K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
480+ 4.9% |
$24.7K - $28.1K
|
10.3K
$541K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
475New |
$24.4K - $27.8K
|
475
$25K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
472+ 2.74% |
$24.3K - $27.6K
|
17.7K
$930K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
471+ 2.07% |
$24.2K - $27.6K
|
23.3K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
455+ 3.69% |
$23.4K - $26.6K
|
12.8K
$673K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
454+ 11.3% |
$23.4K - $26.6K
|
4.47K
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
450+ 7.03% |
$23.2K - $26.3K
|
6.85K
$361K
|