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 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
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
6.77K+ 5.88% |
$348K - $396K
|
122K
$6.75M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-34.5K- 26.47% |
$1.78M - $2.02M
|
95.9K
$5.3M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
153+ 29.25% |
$7.87K - $8.95K
|
676
$37.4K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
3.38K+ 89.97% |
$174K - $198K
|
7.14K
$395K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-6.55K- 27.9% |
$337K - $383K
|
16.9K
$936K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
250+ 31.41% |
$12.9K - $14.6K
|
1.05K
$57.9K
|
|
|
May 02, 2025
Q1 2025
|
Rwq Financial Management Services, Inc.
|
SELL
|
- |
-32.5K- 29.26% |
$1.67M - $1.9M
|
78.7K
$4.35M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
938+ 151.29% |
$48.3K - $54.9K
|
1.56K
$86.2K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
402New |
$20.7K - $23.5K
|
402
$22.2K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
BUY
|
- |
5.05KNew |
$260K - $295K
|
5.05K
$279K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-6.25K- 11.62% |
$322K - $366K
|
47.6K
$2.63M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
5.38K+ 17.21% |
$277K - $314K
|
36.6K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
25+ 7.96% |
$1.29K - $1.46K
|
339
$18.8K
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.5K- 32.58% |
$437K - $497K
|
17.6K
$973K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
7.32KNew |
$377K - $428K
|
7.32K
$405K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-18- 0.3% |
$926 - $1.05K
|
6.03K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
4.68KNew |
$241K - $274K
|
4.68K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-635- 3.43% |
$32.7K - $37.2K
|
17.9K
$989K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
433+ 7.19% |
$22.3K - $25.3K
|
6.46K
$357K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
780+ 19.5% |
$40.1K - $45.6K
|
4.78K
$264K
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-2.42K- 28.81% |
$125K - $142K
|
5.98K
$331K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.2KNew |
$113K - $129K
|
2.2K
$122K
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-858- 7.53% |
$44.1K - $50.2K
|
10.5K
$583K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
11.6K+ 271.0% |
$595K - $676K
|
15.8K
$876K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
364+ 8.11% |
$18.7K - $21.3K
|
4.85K
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
237New |
$12.2K - $13.9K
|
237
$13.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 12.5% |
$51.5 - $58.5
|
9
$498
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
35+ 0.83% |
$1.8K - $2.05K
|
4.27K
$236K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
306+ 111.27% |
$15.7K - $17.9K
|
581
$32.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.56K+ 50.89% |
$235K - $267K
|
13.5K
$748K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
36+ 40.0% |
$1.85K - $2.11K
|
126
$6.97K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-94- 17.8% |
$4.84K - $5.5K
|
434
$24K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
2.18KNew |
$112K - $128K
|
2.18K
$121K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100New |
$5.15K - $5.85K
|
100
$5.53K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1K+ 9.09% |
$51.5K - $58.5K
|
12K
$664K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.87K+ 27.02% |
$353K - $402K
|
32.3K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.7KNew |
$604K - $687K
|
11.7K
$649K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
14K+ 96.4% |
$719K - $817K
|
28.5K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
898+ 24.6% |
$46.2K - $52.5K
|
4.55K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
475New |
$24.4K - $27.8K
|
475
$26.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
13.9K+ 17.66% |
$717K - $815K
|
92.8K
$5.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$5.15K - $5.85K
|
100
$5.53K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
100+ 2.56% |
$5.15K - $5.85K
|
4K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.03K+ 398.23% |
$104K - $119K
|
2.54K
$140K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
52.6K+ 15.6% |
$2.71M - $3.08M
|
390K
$21.6M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.52K+ 18.21% |
$78.2K - $88.9K
|
9.87K
$546K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-25.4K- 43.99% |
$1.31M - $1.49M
|
32.4K
$1.79M
|