Latest Institutional Transactions on J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This table provides information on the latest institutional transactions involving J P Morgan ETF Tr Nasdaq Equit (JEPQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-580- 0.9% |
$32.7K - $34.3K
|
64K
$3.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.23K+ 743.47% |
$295K - $310K
|
5.94K
$343K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
250+ 18.5% |
$14.1K - $14.8K
|
1.6K
$92.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
335New |
$18.9K - $19.8K
|
335
$19.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.78K+ 4.48% |
$326K - $342K
|
135K
$7.79M
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400+ 2.13% |
$22.5K - $23.7K
|
19.2K
$1.11M
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.08KNew |
$230K - $242K
|
4.08K
$236K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.25K+ 31.79% |
$126K - $133K
|
9.31K
$538K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.53KNew |
$199K - $209K
|
3.53K
$204K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 8.32% |
$57.7K - $60.6K
|
13.3K
$771K
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.5K- 22.83% |
$84.5K - $88.8K
|
5.07K
$293K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
753+ 9.33% |
$42.4K - $44.6K
|
8.82K
$510K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-386- 8.86% |
$21.7K - $22.9K
|
3.97K
$229K
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-100- 1.11% |
$5.63K - $5.92K
|
8.9K
$515K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.9K+ 12.51% |
$672K - $706K
|
107K
$6.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
250New |
$14.1K - $14.8K
|
250
$14.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-207- 0.99% |
$11.7K - $12.3K
|
20.8K
$1.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.82K+ 5.99% |
$271K - $285K
|
85.2K
$4.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Independent Investors Inc
|
BUY
|
- |
75+ 0.83% |
$4.22K - $4.44K
|
9.12K
$527K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.5K+ 10.08% |
$84.4K - $88.7K
|
16.4K
$946K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
22.3K+ 53.04% |
$1.26M - $1.32M
|
64.4K
$3.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
54.3KNew |
$3.06M - $3.22M
|
54.3K
$3.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
4.2K+ 2.89% |
$237K - $249K
|
150K
$8.65M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
31.6K+ 2.9% |
$1.78M - $1.87M
|
1.12M
$64.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
9.71KNew |
$547K - $575K
|
9.71K
$561K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-445- 3.64% |
$25.1K - $26.4K
|
11.8K
$680K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 1.96% |
$282 - $296
|
260
$15K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.25KNew |
$239K - $252K
|
4.25K
$246K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.71K+ 4.59% |
$321K - $338K
|
130K
$7.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-3K- 37.5% |
$169K - $178K
|
5K
$289K
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
15K+ 13.48% |
$847K - $890K
|
127K
$7.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.8K+ 307.82% |
$663K - $697K
|
15.6K
$901K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
SELL
|
- |
-86- 0.55% |
$4.84K - $5.09K
|
15.6K
$900K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
58.1K+ 111.57% |
$3.27M - $3.44M
|
110K
$6.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-443- 4.9% |
$25K - $26.2K
|
8.6K
$497K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.77K+ 5.45% |
$438K - $460K
|
150K
$8.69M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
167New |
$9.41K - $9.89K
|
167
$9.66K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.98K+ 2.43% |
$337K - $354K
|
252K
$14.6M
|
|
|
Jan 14, 2026
Q4 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
26.9K+ 6.51% |
$1.51M - $1.59M
|
440K
$25.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.52K+ 258.08% |
$142K - $149K
|
3.5K
$202K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.01K+ 1.59% |
$57.1K - $60K
|
64.6K
$3.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-736- 6.67% |
$41.5K - $43.6K
|
10.3K
$596K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-408- 3.46% |
$23K - $24.2K
|
11.4K
$659K
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
7.98K+ 163.18% |
$449K - $472K
|
12.9K
$744K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.01K- 16.71% |
$56.9K - $59.8K
|
5.04K
$291K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.2KNew |
$237K - $249K
|
4.2K
$243K
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
SELL
|
- |
-2.33K- 2.34% |
$131K - $138K
|
97.1K
$5.61M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-470- 1.34% |
$26.5K - $27.8K
|
34.6K
$2M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
6.14KNew |
$346K - $363K
|
6.14K
$355K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10K+ 34.85% |
$566K - $595K
|
38.9K
$2.25M
|
|