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 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-8.87K- 25.88% |
$407K - $483K
|
25.4K
$1.41M
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
21.7KNew |
$996K - $1.18M
|
21.7K
$1.2M
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.42K+ 4.94% |
$203K - $240K
|
94K
$5.2M
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.88K+ 44.91% |
$178K - $211K
|
12.5K
$692K
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11.5K+ 2307.8% |
$529K - $628K
|
12K
$666K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-5.64K- 42.52% |
$259K - $307K
|
7.62K
$422K
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
254+ 1.59% |
$11.7K - $13.8K
|
16.2K
$898K
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
4.84KNew |
$222K - $263K
|
4.84K
$268K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-48K- 53.37% |
$2.2M - $2.61M
|
41.9K
$2.32M
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.26K+ 123.89% |
$104K - $123K
|
4.09K
$226K
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 2.98% |
$2.29K - $2.72K
|
1.63K
$90.2K
|
|
Jul 21, 2025
Q2 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
33.3K+ 8.43% |
$1.53M - $1.81M
|
428K
$23.7M
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-86.1M- 99.93% |
$3.95B - $4.68B
|
63.7K
$3.52M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-126K- 18.6% |
$5.77M - $6.84M
|
550K
$30.4M
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18.8K+ 179.26% |
$864K - $1.02M
|
29.3K
$1.62M
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-1.15M- 99.4% |
$52.8M - $62.6M
|
7K
$387K
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-31.8K- 17.74% |
$1.46M - $1.73M
|
148K
$8.17M
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-500- 41.67% |
$22.9K - $27.2K
|
700
$38.7K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 133.81% |
$665K - $788K
|
25.3K
$1.4M
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
27K+ 25.01% |
$1.24M - $1.47M
|
135K
$7.46M
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
342+ 1.23% |
$15.7K - $18.6K
|
28.2K
$1.56M
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
11.2K+ 45.01% |
$516K - $611K
|
36.2K
$2M
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.42KNew |
$341K - $404K
|
7.42K
$411K
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 0.47% |
$459 - $544
|
2.14K
$118K
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11.6K+ 23.87% |
$534K - $634K
|
60.4K
$3.34M
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.05K+ 6.46% |
$140K - $166K
|
50.2K
$2.78M
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
624+ 4.39% |
$28.6K - $33.9K
|
14.8K
$820K
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
114+ 0.69% |
$5.23K - $6.2K
|
16.6K
$917K
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
37K+ 45.87% |
$1.7M - $2.01M
|
118K
$6.51M
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.2K- 82.76% |
$55.1K - $65.3K
|
250
$13.8K
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
621+ 1.51% |
$28.5K - $33.8K
|
41.8K
$2.31M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
315+ 3.94% |
$14.5K - $17.1K
|
8.31K
$460K
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-701- 5.82% |
$32.2K - $38.1K
|
11.3K
$628K
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.13K+ 15.75% |
$144K - $170K
|
23K
$1.27M
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10.5KNew |
$481K - $571K
|
10.5K
$580K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
63.2K+ 60.63% |
$2.9M - $3.44M
|
167K
$9.26M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.09K+ 21.96% |
$188K - $222K
|
22.7K
$1.26M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.9K+ 2.11% |
$1.05M - $1.25M
|
1.11M
$61.3M
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.19K+ 37.38% |
$330K - $391K
|
26.4K
$1.46M
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33.3KNew |
$1.53M - $1.81M
|
33.3K
$1.84M
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.33K+ 21.97% |
$60.8K - $72.1K
|
7.36K
$407K
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
105K+ 35.33% |
$4.81M - $5.7M
|
402K
$22.2M
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
333+ 1.61% |
$15.3K - $18.1K
|
21K
$1.16M
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.03K- 14.94% |
$47K - $55.8K
|
5.84K
$323K
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.17K+ 3.04% |
$146K - $173K
|
107K
$5.95M
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
481+ 2.62% |
$22.1K - $26.2K
|
18.9K
$1.04M
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
343+ 3.67% |
$15.7K - $18.7K
|
9.69K
$536K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
35.6K+ 133.5% |
$1.63M - $1.94M
|
62.3K
$3.45M
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.27K+ 31.46% |
$58.3K - $69.1K
|
5.31K
$294K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
445+ 2.42% |
$20.4K - $24.2K
|
18.9K
$1.04M
|