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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.43K+ 83.47% |
$158K - $187K
|
7.55K
$415K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.01K- 4.34% |
$184K - $218K
|
88.4K
$4.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
858+ 17.75% |
$39.4K - $46.7K
|
5.69K
$313K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-65- 0.16% |
$2.98K - $3.54K
|
39.5K
$2.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
4.2KNew |
$193K - $228K
|
4.2K
$231K
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-730- 2.17% |
$33.5K - $39.7K
|
33K
$1.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
17.1KNew |
$785K - $930K
|
17.1K
$939K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
552+ 4.28% |
$25.3K - $30K
|
13.5K
$740K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-599- 5.68% |
$27.5K - $32.6K
|
9.95K
$546K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.38K- 1.53% |
$63.5K - $75.3K
|
89K
$4.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-563- 3.0% |
$25.8K - $30.6K
|
18.2K
$999K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
234+ 3.48% |
$10.7K - $12.7K
|
6.97K
$383K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3.84KNew |
$176K - $209K
|
3.84K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-2.16K- 5.25% |
$99.1K - $118K
|
39K
$2.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
54.7K+ 45.78% |
$2.51M - $2.98M
|
174K
$9.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.83K- 14.89% |
$175K - $208K
|
21.9K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
122+ 0.51% |
$5.6K - $6.64K
|
24.3K
$1.33M
|
|
|
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
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-70.2K- 31.21% |
$3.22M - $3.82M
|
155K
$8.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
6.71K+ 7.91% |
$308K - $365K
|
91.5K
$5.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-535- 12.04% |
$24.5K - $29.1K
|
3.91K
$215K
|
|
|
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 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
21.5K+ 2.29% |
$985K - $1.17M
|
957K
$52.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15K+ 17.98% |
$689K - $817K
|
98.6K
$5.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.56K+ 5.27% |
$71.6K - $84.9K
|
31.2K
$1.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
875+ 134.62% |
$40.1K - $47.6K
|
1.53K
$83.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
852+ 4.79% |
$39.1K - $46.3K
|
18.6K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.33K+ 28.1% |
$60.8K - $72.1K
|
6.04K
$332K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-101- 11.21% |
$4.63K - $5.49K
|
800
$43.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-5.72K- 8.58% |
$262K - $311K
|
60.9K
$3.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
17+ 0.42% |
$780 - $925
|
4.07K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-55K- 58.61% |
$2.52M - $2.99M
|
38.9K
$2.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.89K- 12.19% |
$86.8K - $103K
|
13.6K
$748K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.76K- 25.89% |
$356K - $422K
|
22.2K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
17.5K+ 17.33% |
$801K - $950K
|
118K
$6.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.05K+ 4.52% |
$369K - $438K
|
186K
$10.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
12+ 0.15% |
$551 - $653
|
7.98K
$438K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
3.08K+ 24.68% |
$141K - $167K
|
15.5K
$853K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
10.1K+ 10.33% |
$463K - $549K
|
108K
$5.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
4.86K+ 57.38% |
$223K - $264K
|
13.3K
$732K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.21K+ 2.98% |
$55.3K - $65.6K
|
41.6K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
4.47K+ 1.2% |
$205K - $243K
|
378K
$20.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-44.1K- 12.01% |
$2.02M - $2.4M
|
323K
$17.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
16.1KNew |
$739K - $876K
|
16.1K
$884K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.25K- 6.01% |
$287K - $340K
|
97.7K
$5.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-8.87K- 25.88% |
$407K - $483K
|
25.4K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
21.7KNew |
$996K - $1.18M
|
21.7K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.42K+ 4.94% |
$203K - $240K
|
94K
$5.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.88K+ 44.91% |
$178K - $211K
|
12.5K
$688K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11.5K+ 2307.8% |
$529K - $628K
|
12K
$661K
|