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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
50+ 3.21% |
$2.29K - $2.72K
|
1.61K
$89K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30.6K+ 72.55% |
$1.4M - $1.66M
|
72.8K
$4.03M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.26K- 65.51% |
$104K - $123K
|
1.19K
$65.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
354K+ 1.81% |
$16.2M - $19.2M
|
19.9M
$1.1B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64.1K+ 11.27% |
$2.94M - $3.49M
|
633K
$35M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.65K+ 29.03% |
$121K - $144K
|
11.8K
$651K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.96% |
$45.9 - $54.4
|
52
$2.88K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
881+ 5.2% |
$40.4K - $47.9K
|
17.8K
$986K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-809- 6.33% |
$37.1K - $44K
|
12K
$662K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
44.1K+ 44.43% |
$2.02M - $2.4M
|
143K
$7.93M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-887- 6.05% |
$40.7K - $48.3K
|
13.8K
$761K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
155+ 1.52% |
$7.11K - $8.43K
|
10.3K
$572K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
820+ 73.54% |
$37.6K - $44.6K
|
1.94K
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600+ 300.0% |
$27.5K - $32.6K
|
800
$44.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-145- 20.14% |
$6.65K - $7.89K
|
575
$31.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
19.1K+ 35.55% |
$875K - $1.04M
|
72.8K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
600+ 14.06% |
$27.5K - $32.6K
|
4.87K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
62.9K+ 33.34% |
$2.89M - $3.42M
|
252K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-18.7K- 14.04% |
$860K - $1.02M
|
115K
$6.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.89K- 51.24% |
$454K - $538K
|
9.41K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
97.4K+ 2.66% |
$4.47M - $5.3M
|
3.77M
$208M
|
|
|
Aug 14, 2025
Q2 2025
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-649- 1.44% |
$29.8K - $35.3K
|
44.3K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.1K+ 4.26% |
$463K - $550K
|
247K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.88K- 10.06% |
$270K - $320K
|
52.6K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3.26K+ 28.11% |
$149K - $177K
|
14.8K
$821K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
182K+ 61.79% |
$8.34M - $9.89M
|
476K
$26.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
102K+ 9.16% |
$4.7M - $5.58M
|
1.22M
$67.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.84KNew |
$268K - $318K
|
5.84K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
771K+ 11.34% |
$35.4M - $41.9M
|
7.57M
$419M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4.98K+ 17.58% |
$228K - $271K
|
33.3K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
64.5K+ 15.21% |
$2.96M - $3.51M
|
489K
$27M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
8.06KNew |
$370K - $438K
|
8.06K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
20.1K+ 273.56% |
$924K - $1.1M
|
27.5K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.7KNew |
$170K - $201K
|
3.7K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
39+ 0.85% |
$1.79K - $2.12K
|
4.61K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3.57K+ 27.94% |
$164K - $194K
|
16.3K
$904K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-574- 2.47% |
$26.3K - $31.2K
|
22.7K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
27.9KNew |
$1.28M - $1.52M
|
27.9K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.83KNew |
$267K - $317K
|
5.83K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
130K+ 18.04% |
$5.96M - $7.06M
|
849K
$47M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.55K- 4.83% |
$255K - $302K
|
110K
$6.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.11K+ 78.19% |
$188K - $223K
|
9.36K
$518K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
869+ 9.7% |
$39.9K - $47.3K
|
9.83K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
385K+ 1932.16% |
$17.6M - $20.9M
|
404K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
496K+ 15.52% |
$22.8M - $27M
|
3.69M
$204M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.9K+ 19.06% |
$225K - $267K
|
30.6K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-101K- 20.61% |
$4.61M - $5.47M
|
387K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-2.4K- 0.62% |
$110K - $131K
|
387K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
376K+ 40.62% |
$17.2M - $20.4M
|
1.3M
$72M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.1K- 80.78% |
$829K - $983K
|
4.3K
$238K
|