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 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
33+ 0.24% |
$1.86K - $1.95K
|
14K
$809K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-234K- 27.98% |
$13.2M - $13.8M
|
601K
$34.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
298+ 2.77% |
$16.8K - $17.6K
|
11.1K
$639K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
2+ 2.27% |
$113 - $118
|
90
$5.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.24KNew |
$126K - $132K
|
2.24K
$129K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 1.51% |
$74.9K - $78.7K
|
86.4K
$5M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
64+ 0.34% |
$3.61K - $3.79K
|
19.1K
$1.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
30.7KNew |
$1.73M - $1.82M
|
30.7K
$1.77M
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
6+ 0.15% |
$338 - $355
|
3.92K
$227K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 4.21% |
$101K - $106K
|
44.5K
$2.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
200+ 3.79% |
$11.3K - $11.8K
|
5.48K
$317K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.98KNew |
$337K - $354K
|
5.98K
$346K
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
10.1K+ 32.2% |
$572K - $601K
|
41.7K
$2.41M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.08K+ 25.65% |
$60.8K - $63.9K
|
5.29K
$306K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100New |
$5.63K - $5.92K
|
100
$5.78K
|
|
|
Jan 07, 2026
Q4 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
10.4KNew |
$584K - $614K
|
10.4K
$600K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
39+ 0.29% |
$2.2K - $2.31K
|
13.5K
$782K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
744+ 16.87% |
$41.9K - $44.1K
|
5.15K
$298K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
464+ 2.27% |
$26.1K - $27.5K
|
20.9K
$1.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.13K- 1.38% |
$63.6K - $66.9K
|
80.5K
$4.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.94K+ 1.73% |
$447K - $470K
|
467K
$27M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
152+ 2.19% |
$8.56K - $9K
|
7.09K
$410K
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.16K- 1.52% |
$122K - $128K
|
140K
$8.09M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
54New |
$3.04K - $3.2K
|
54
$3.12K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-121- 0.72% |
$6.82K - $7.17K
|
16.6K
$961K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.31K+ 8.99% |
$524K - $551K
|
113K
$6.53M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.71K- 12.06% |
$96.2K - $101K
|
12.5K
$720K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-692- 5.71% |
$39K - $41K
|
11.4K
$661K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.69K+ 4.05% |
$208K - $219K
|
94.8K
$5.48M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
251+ 2.18% |
$14.1K - $14.9K
|
11.8K
$679K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
126K+ 157.61% |
$7.09M - $7.45M
|
206K
$11.9M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.62K- 20.65% |
$147K - $155K
|
10.1K
$581K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
496+ 22.19% |
$27.9K - $29.4K
|
2.73K
$158K
|
|
| Q3 2025 | |||||||
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-10.4K- 3.23% |
$558K - $597K
|
311K
$18M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-9.59K- 11.51% |
$516K - $552K
|
73.7K
$4.26M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9.01K+ 28.12% |
$485K - $518K
|
41.1K
$2.37M
|
|
|
Dec 31, 2025
Q3 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.51KNew |
$243K - $259K
|
4.51K
$261K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.47K- 88.01% |
$79K - $84.4K
|
200
$11.6K
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
47.1KNew |
$2.53M - $2.71M
|
47.1K
$2.72M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-9.6K- 33.84% |
$517K - $552K
|
18.8K
$1.09M
|
|
|
Dec 02, 2025
Q3 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
9.17K+ 25.05% |
$493K - $527K
|
45.8K
$2.65M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.75K+ 16.87% |
$309K - $331K
|
39.8K
$2.3M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
56.8K+ 2.94% |
$3.06M - $3.27M
|
1.99M
$115M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
3.61KNew |
$194K - $208K
|
3.61K
$209K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
284+ 1.6% |
$15.3K - $16.3K
|
18.1K
$1.04M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-288K- 91.95% |
$15.5M - $16.6M
|
25.2K
$1.46M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
3.56KNew |
$191K - $205K
|
3.56K
$206K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.35K+ 81.97% |
$72.4K - $77.4K
|
2.99K
$173K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-479- 64.47% |
$25.8K - $27.6K
|
264
$15.3K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.1K+ 6.45% |
$328K - $351K
|
101K
$5.83M
|
|