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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
331+ 2.11% |
$17K - $19.4K
|
16.1K
$888K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
127+ 0.89% |
$6.53K - $7.43K
|
14.4K
$795K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.07K+ 8.07% |
$312K - $355K
|
81.3K
$4.5M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
20.5KNew |
$1.05M - $1.2M
|
20.5K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-25.4K- 11.11% |
$1.3M - $1.48M
|
203K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.26K+ 34.3% |
$116K - $132K
|
8.85K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.66KNew |
$240K - $273K
|
4.66K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
743+ 8.95% |
$38.2K - $43.5K
|
9.04K
$500K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-262- 1.06% |
$13.5K - $15.3K
|
24.4K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.08K- 2.03% |
$261K - $297K
|
245K
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
324New |
$16.7K - $19K
|
324
$17.9K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
89.3K+ 18.62% |
$4.6M - $5.23M
|
569K
$31.5M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
46New |
$2.37K - $2.69K
|
46
$2.54K
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-3.48K- 25.23% |
$179K - $204K
|
10.3K
$571K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
720K+ 23.25% |
$37.1M - $42.1M
|
3.82M
$211M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-8.94K- 12.51% |
$460K - $523K
|
62.5K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
245+ 6.73% |
$12.6K - $14.3K
|
3.89K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
200New |
$10.3K - $11.7K
|
200
$11.1K
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
883+ 2.5% |
$45.4K - $51.7K
|
36.2K
$2M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13.1K+ 293.78% |
$676K - $769K
|
17.6K
$974K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6+ 0.1% |
$309 - $351
|
5.84K
$323K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.88M+ 9.28% |
$96.7M - $110M
|
22.1M
$1.22B
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-65.9K- 48.04% |
$3.39M - $3.85M
|
71.2K
$3.94M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.85K+ 10.86% |
$198K - $225K
|
39.3K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.83KNew |
$145K - $165K
|
2.83K
$156K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
28.9K+ 45.64% |
$1.48M - $1.69M
|
92.1K
$5.09M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
23+ 0.59% |
$1.18K - $1.35K
|
3.92K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11New |
$566 - $644
|
11
$609
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
344+ 5.72% |
$17.7K - $20.1K
|
6.36K
$352K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.4KNew |
$72K - $81.9K
|
1.4K
$77.4K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.01KNew |
$206K - $234K
|
4.01K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.04KNew |
$105K - $119K
|
2.04K
$113K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.08K+ 8.02% |
$55.5K - $63.1K
|
14.5K
$804K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.44K+ 22.22% |
$73.8K - $84K
|
7.89K
$437K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
455+ 3.69% |
$23.4K - $26.6K
|
12.8K
$707K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.1K+ 11.42% |
$159K - $181K
|
30.2K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
11KNew |
$567K - $645K
|
11K
$610K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.51K+ 14.84% |
$232K - $264K
|
34.9K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7.17KNew |
$369K - $419K
|
7.17K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-36.3K- 10.7% |
$1.87M - $2.12M
|
303K
$16.8M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
26KNew |
$1.34M - $1.52M
|
26K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 10.54% |
$75.4K - $85.8K
|
12.4K
$688K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
130+ 1.34% |
$6.69K - $7.61K
|
9.81K
$543K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.45KNew |
$178K - $202K
|
3.45K
$191K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
240+ 91.6% |
$12.3K - $14K
|
502
$27.8K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
8.21KNew |
$422K - $480K
|
8.21K
$454K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.07K+ 18.93% |
$55K - $62.5K
|
6.72K
$371K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.59KNew |
$236K - $268K
|
4.59K
$254K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
301New |
$15.5K - $17.6K
|
301
$16.7K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
32.9K+ 49.69% |
$1.69M - $1.93M
|
99.2K
$5.49M
|