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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
48.3K+ 423.65% |
$2.48M - $2.83M
|
59.7K
$3.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
19.3K+ 245.79% |
$993K - $1.13M
|
27.2K
$1.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
673+ 2.21% |
$34.6K - $39.4K
|
31.1K
$1.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13.2K+ 23.16% |
$680K - $774K
|
70.3K
$3.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.4K+ 110.66% |
$226K - $257K
|
8.38K
$434K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.11K+ 1.26% |
$57K - $64.8K
|
88.9K
$4.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
386+ 6.36% |
$19.9K - $22.6K
|
6.45K
$334K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-73- 78.49% |
$3.76K - $4.27K
|
20
$1.04K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-641- 1.15% |
$33K - $37.5K
|
55.1K
$2.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9.08K+ 7.36% |
$467K - $531K
|
132K
$6.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-29.4K- 42.29% |
$1.51M - $1.72M
|
40.1K
$2.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.5K- 2.17% |
$77K - $87.5K
|
67.3K
$3.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
7.8K+ 286.76% |
$401K - $456K
|
10.5K
$545K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.62K+ 44.06% |
$495K - $563K
|
31.4K
$1.63M
|
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
1.71K+ 4.15% |
$87.7K - $99.8K
|
42.8K
$2.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
139+ 1.61% |
$7.15K - $8.13K
|
8.79K
$455K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
9.25K+ 128.19% |
$476K - $541K
|
16.5K
$853K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
57+ 1.41% |
$2.93K - $3.34K
|
4.1K
$212K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
485K+ 660.41% |
$25M - $28.4M
|
558K
$28.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.84K+ 52.76% |
$146K - $166K
|
8.23K
$426K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
7.1KNew |
$365K - $415K
|
7.1K
$368K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.04K+ 5.61% |
$105K - $120K
|
38.5K
$1.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.69K+ 6.8% |
$396K - $450K
|
121K
$6.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.62K+ 2.76% |
$83.4K - $94.8K
|
60.3K
$3.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
3.87KNew |
$199K - $226K
|
3.87K
$200K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
43.7K+ 497.84% |
$2.25M - $2.56M
|
52.5K
$2.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
23+ 0.15% |
$1.18K - $1.35K
|
15.2K
$786K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.02K+ 31.71% |
$104K - $118K
|
8.38K
$434K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
4.32KNew |
$222K - $253K
|
4.32K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
3.79K+ 4.62% |
$195K - $222K
|
85.8K
$4.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.35K+ 136.79% |
$327K - $372K
|
11K
$569K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.89K- 2.74% |
$303K - $344K
|
209K
$10.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
11+ 1.17% |
$566 - $644
|
949
$49.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.03% |
$154 - $176
|
12K
$621K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.65K+ 141200.0% |
$291K - $330K
|
5.65K
$293K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
500New |
$25.7K - $29.3K
|
500
$25.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.54K+ 20.68% |
$285K - $324K
|
32.3K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.15K+ 9.01% |
$59.1K - $67.2K
|
13.9K
$720K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
14.9K+ 33.62% |
$768K - $873K
|
59.3K
$3.07M
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.88K- 5.31% |
$251K - $285K
|
86.9K
$4.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
417+ 0.46% |
$21.5K - $24.4K
|
90.1K
$4.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-34.5K- 92.32% |
$1.78M - $2.02M
|
2.87K
$149K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
4KNew |
$206K - $234K
|
4K
$207K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.93K- 66.26% |
$459K - $522K
|
4.55K
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
472+ 2.74% |
$24.3K - $27.6K
|
17.7K
$916K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-480- 1.58% |
$24.7K - $28.1K
|
30K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
38.1K+ 181.29% |
$1.96M - $2.23M
|
59.1K
$3.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.6K+ 12.53% |
$391K - $445K
|
68.2K
$3.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.67K+ 43.82% |
$85.7K - $97.4K
|
5.47K
$283K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
24.7K+ 32.4% |
$1.27M - $1.44M
|
101K
$5.22M
|