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 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-112- 0.99% |
$5.76K - $6.55K
|
11.2K
$581K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
535+ 5.34% |
$27.5K - $31.3K
|
10.5K
$546K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
7.29K+ 18.68% |
$375K - $427K
|
46.3K
$2.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
769K+ 6004.78% |
$39.5M - $45M
|
781K
$40.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.88K- 14.81% |
$148K - $168K
|
16.6K
$857K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-1.3K- 24.76% |
$66.9K - $76.1K
|
3.95K
$205K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
33.8K+ 104.83% |
$1.74M - $1.98M
|
66.1K
$3.42M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.96K- 13.8% |
$101K - $115K
|
12.3K
$635K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
6.07KNew |
$312K - $355K
|
6.07K
$314K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
699+ 11.0% |
$36K - $40.9K
|
7.05K
$365K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
604+ 4.31% |
$31.1K - $35.3K
|
14.6K
$757K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
126+ 0.34% |
$6.48K - $7.37K
|
37.3K
$1.93M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
67+ 94.37% |
$3.45K - $3.92K
|
138
$7.15K
|
|
| Q4 2024 | |||||||
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
8.4KNew |
$453K - $488K
|
8.4K
$435K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-53.3K- 25.76% |
$2.87M - $3.1M
|
154K
$7.96M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
8.9KNew |
$480K - $517K
|
8.9K
$461K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
370K+ 53.75% |
$20M - $21.5M
|
1.06M
$54.9M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-174K- 69.81% |
$9.39M - $10.1M
|
75.3K
$3.9M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
164KNew |
$8.87M - $9.56M
|
164K
$8.52M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
4.55KNew |
$245K - $265K
|
4.55K
$236K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
14New |
$755 - $814
|
14
$725
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9.73KNew |
$525K - $566K
|
9.73K
$504K
|
|
|
Feb 27, 2025
Q4 2024
|
Tiptree Advisors, LLC
New York, NY |
BUY
|
- |
89.4KNew |
$4.82M - $5.2M
|
89.4K
$4.63M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
523New |
$28.2K - $30.4K
|
523
$27.1K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-49.9K- 21.53% |
$2.69M - $2.9M
|
182K
$9.42M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.97K+ 16.96% |
$106K - $114K
|
13.6K
$703K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
10.1KNew |
$544K - $587K
|
10.1K
$523K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
189K+ 106.26% |
$10.2M - $11M
|
367K
$19M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
353K+ 240.58% |
$19M - $20.5M
|
499K
$25.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
2.03KNew |
$109K - $118K
|
2.03K
$105K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
11.4KNew |
$615K - $663K
|
11.4K
$590K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8New |
$432 - $465
|
8
$414
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
5.11KNew |
$276K - $297K
|
5.11K
$265K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
36.1K+ 12.65% |
$1.95M - $2.1M
|
322K
$16.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.27K- 4.37% |
$122K - $132K
|
49.6K
$2.57M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
428New |
$23.1K - $24.9K
|
428
$22.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-575- 2.21% |
$31K - $33.4K
|
25.4K
$1.32M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-29.7K- 6.25% |
$1.6M - $1.73M
|
446K
$23.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-12K- 48.63% |
$648K - $699K
|
12.7K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
629+ 0.96% |
$33.9K - $36.6K
|
66.3K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15+ 2.17% |
$809 - $872
|
706
$36.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
500+ 13.02% |
$27K - $29.1K
|
4.34K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.5K+ 4.37% |
$1.05M - $1.13M
|
466K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
122K+ 3.42% |
$6.6M - $7.11M
|
3.7M
$192M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-253- 5.64% |
$13.6K - $14.7K
|
4.23K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.3K+ 25.76% |
$987K - $1.06M
|
89.3K
$4.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
5.88K+ 3.83% |
$317K - $342K
|
160K
$8.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.87K- 6.01% |
$101K - $109K
|
29.2K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
121+ 1.98% |
$6.53K - $7.04K
|
6.22K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.36K+ 138.7% |
$343K - $370K
|
10.9K
$567K
|
|