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 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 10.54% |
$75.4K - $85.8K
|
12.4K
$719K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
130+ 1.34% |
$6.69K - $7.61K
|
9.81K
$567K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
8.21KNew |
$422K - $480K
|
8.21K
$474K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.07K+ 18.93% |
$55K - $62.5K
|
6.72K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
301New |
$15.5K - $17.6K
|
301
$17.4K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
6.77K+ 5.88% |
$348K - $396K
|
122K
$7.05M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
153+ 29.25% |
$7.87K - $8.95K
|
676
$39.1K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-6.55K- 27.9% |
$337K - $383K
|
16.9K
$978K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
250+ 31.41% |
$12.9K - $14.6K
|
1.05K
$60.5K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-6.25K- 11.62% |
$322K - $366K
|
47.6K
$2.75M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
7.32KNew |
$377K - $428K
|
7.32K
$423K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-18- 0.3% |
$926 - $1.05K
|
6.03K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
4.68KNew |
$241K - $274K
|
4.68K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
780+ 19.5% |
$40.1K - $45.6K
|
4.78K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-2.42K- 28.81% |
$125K - $142K
|
5.98K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.2KNew |
$113K - $129K
|
2.2K
$127K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
237New |
$12.2K - $13.9K
|
237
$13.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 12.5% |
$51.5 - $58.5
|
9
$520
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
35+ 0.83% |
$1.8K - $2.05K
|
4.27K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-94- 17.8% |
$4.84K - $5.5K
|
434
$25.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
2.18KNew |
$112K - $128K
|
2.18K
$126K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100New |
$5.15K - $5.85K
|
100
$5.78K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1K+ 9.09% |
$51.5K - $58.5K
|
12K
$694K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.7KNew |
$604K - $687K
|
11.7K
$679K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
14K+ 96.4% |
$719K - $817K
|
28.5K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
898+ 24.6% |
$46.2K - $52.5K
|
4.55K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
475New |
$24.4K - $27.8K
|
475
$27.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
13.9K+ 17.66% |
$717K - $815K
|
92.8K
$5.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$5.15K - $5.85K
|
100
$5.78K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
100+ 2.56% |
$5.15K - $5.85K
|
4K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.52K+ 18.21% |
$78.2K - $88.9K
|
9.87K
$570K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-25.4K- 43.99% |
$1.31M - $1.49M
|
32.4K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
160+ 3.91% |
$8.23K - $9.36K
|
4.25K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11.6KNew |
$595K - $677K
|
11.6K
$669K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
386+ 6.36% |
$19.9K - $22.6K
|
6.45K
$373K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-73- 78.49% |
$3.76K - $4.27K
|
20
$1.16K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
7.8K+ 286.76% |
$401K - $456K
|
10.5K
$608K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
11+ 1.17% |
$566 - $644
|
949
$54.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-5.89K- 2.74% |
$303K - $344K
|
209K
$12.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-8.93K- 66.26% |
$459K - $522K
|
4.55K
$263K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
4KNew |
$206K - $234K
|
4K
$231K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-1.3K- 24.76% |
$66.9K - $76.1K
|
3.95K
$228K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
699+ 11.0% |
$36K - $40.9K
|
7.05K
$408K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
67+ 94.37% |
$3.45K - $3.92K
|
138
$7.98K
|
|
| Q4 2024 | |||||||
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
1.06KNew |
$57K - $61.4K
|
1.06K
$61.1K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
14New |
$755 - $814
|
14
$809
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
900+ 9.69% |
$48.5K - $52.3K
|
10.2K
$589K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
121+ 1.98% |
$6.53K - $7.04K
|
6.22K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.12K+ 42.27% |
$276K - $298K
|
17.2K
$996K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-2.3K- 3.67% |
$124K - $134K
|
60.3K
$3.49M
|
|