Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
86M+ 99863.75% |
$3.95B - $4.68B
|
86.1M
$4.73B
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
380K+ 541.14% |
$17.5M - $20.7M
|
451K
$24.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
105K+ 35.33% |
$4.81M - $5.7M
|
402K
$22.1M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
97.8KNew |
$4.49M - $5.32M
|
97.8K
$5.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
96.8K+ 146.55% |
$4.44M - $5.27M
|
163K
$8.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
63.2K+ 60.63% |
$2.9M - $3.44M
|
167K
$9.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
54.7K+ 45.78% |
$2.51M - $2.98M
|
174K
$9.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
41.1K+ 21.34% |
$1.88M - $2.23M
|
234K
$12.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
38.3K+ 72.64% |
$1.76M - $2.09M
|
91.1K
$5.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
37.4K+ 71.28% |
$1.72M - $2.03M
|
89.9K
$4.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
37K+ 45.87% |
$1.7M - $2.01M
|
118K
$6.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
35.7K+ 113.84% |
$1.64M - $1.94M
|
67.1K
$3.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
35.6K+ 133.5% |
$1.63M - $1.94M
|
62.3K
$3.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33.3KNew |
$1.53M - $1.81M
|
33.3K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
33.3K+ 8.43% |
$1.53M - $1.81M
|
428K
$23.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.2K+ 73.54% |
$1.43M - $1.7M
|
73.7K
$4.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
30.9K+ 14.05% |
$1.42M - $1.68M
|
251K
$13.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
29.5K+ 6.76% |
$1.35M - $1.6M
|
466K
$25.6M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
27K+ 25.01% |
$1.24M - $1.47M
|
135K
$7.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
25.5K+ 55.08% |
$1.17M - $1.39M
|
71.9K
$3.95M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
22.9K+ 133.1% |
$1.05M - $1.25M
|
40.2K
$2.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.9K+ 2.11% |
$1.05M - $1.25M
|
1.11M
$60.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
21.7KNew |
$996K - $1.18M
|
21.7K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
21.5K+ 2.29% |
$985K - $1.17M
|
957K
$52.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
20.8KNew |
$956K - $1.13M
|
20.8K
$1.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18.8K+ 179.26% |
$864K - $1.02M
|
29.3K
$1.61M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
17.5K+ 17.33% |
$801K - $950K
|
118K
$6.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
17.1KNew |
$785K - $930K
|
17.1K
$939K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.8K+ 27.03% |
$769K - $912K
|
78.8K
$4.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.2K+ 15.53% |
$743K - $881K
|
120K
$6.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
16.1KNew |
$739K - $876K
|
16.1K
$884K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
15.1K+ 19.78% |
$692K - $821K
|
91.4K
$5.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15K+ 17.98% |
$689K - $817K
|
98.6K
$5.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
14.9K+ 4.99% |
$685K - $812K
|
314K
$17.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
14.9K+ 35.73% |
$683K - $809K
|
56.5K
$3.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 133.81% |
$665K - $788K
|
25.3K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14K+ 23.82% |
$644K - $764K
|
73K
$4.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
12.9KNew |
$594K - $704K
|
12.9K
$711K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
12.6K+ 13.0% |
$580K - $687K
|
110K
$6.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
11.8K+ 294.25% |
$540K - $640K
|
15.8K
$866K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11.6K+ 23.87% |
$534K - $634K
|
60.4K
$3.32M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11.5K+ 2307.8% |
$529K - $628K
|
12K
$661K
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
11.2K+ 45.01% |
$516K - $611K
|
36.2K
$1.99M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
10.5K+ 243.44% |
$483K - $572K
|
14.8K
$815K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.5K+ 19.09% |
$483K - $572K
|
65.6K
$3.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10.5KNew |
$481K - $571K
|
10.5K
$576K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
10.1K+ 10.33% |
$463K - $549K
|
108K
$5.92M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
8.95KNew |
$410K - $487K
|
8.95K
$491K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.74K+ 27.79% |
$401K - $475K
|
40.2K
$2.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.05K+ 4.52% |
$369K - $438K
|
186K
$10.2M
|