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 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
852+ 4.79% |
$39.1K - $46.3K
|
18.6K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.33K+ 28.1% |
$60.8K - $72.1K
|
6.04K
$332K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-101- 11.21% |
$4.63K - $5.49K
|
800
$43.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-5.72K- 8.58% |
$262K - $311K
|
60.9K
$3.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
17+ 0.42% |
$780 - $925
|
4.07K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-55K- 58.61% |
$2.52M - $2.99M
|
38.9K
$2.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.89K- 12.19% |
$86.8K - $103K
|
13.6K
$748K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.76K- 25.89% |
$356K - $422K
|
22.2K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
17.5K+ 17.33% |
$801K - $950K
|
118K
$6.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.05K+ 4.52% |
$369K - $438K
|
186K
$10.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
12+ 0.15% |
$551 - $653
|
7.98K
$438K
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
3.08K+ 24.68% |
$141K - $167K
|
15.5K
$853K
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
10.1K+ 10.33% |
$463K - $549K
|
108K
$5.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
4.86K+ 57.38% |
$223K - $264K
|
13.3K
$732K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.21K+ 2.98% |
$55.3K - $65.6K
|
41.6K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
4.47K+ 1.2% |
$205K - $243K
|
378K
$20.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-44.1K- 12.01% |
$2.02M - $2.4M
|
323K
$17.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
16.1KNew |
$739K - $876K
|
16.1K
$884K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.25K- 6.01% |
$287K - $340K
|
97.7K
$5.37M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-8.87K- 25.88% |
$407K - $483K
|
25.4K
$1.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
21.7KNew |
$996K - $1.18M
|
21.7K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.42K+ 4.94% |
$203K - $240K
|
94K
$5.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.88K+ 44.91% |
$178K - $211K
|
12.5K
$688K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11.5K+ 2307.8% |
$529K - $628K
|
12K
$661K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-5.64K- 42.52% |
$259K - $307K
|
7.62K
$419K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
254+ 1.59% |
$11.7K - $13.8K
|
16.2K
$892K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
4.84KNew |
$222K - $263K
|
4.84K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-48K- 53.37% |
$2.2M - $2.61M
|
41.9K
$2.3M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.26K+ 123.89% |
$104K - $123K
|
4.09K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 2.98% |
$2.29K - $2.72K
|
1.63K
$89.5K
|
|
|
Jul 21, 2025
Q2 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
33.3K+ 8.43% |
$1.53M - $1.81M
|
428K
$23.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-86.1M- 99.93% |
$3.95B - $4.68B
|
63.7K
$3.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-126K- 18.6% |
$5.77M - $6.84M
|
550K
$30.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18.8K+ 179.26% |
$864K - $1.02M
|
29.3K
$1.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-1.15M- 99.4% |
$52.8M - $62.6M
|
7K
$384K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-31.8K- 17.74% |
$1.46M - $1.73M
|
148K
$8.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-500- 41.67% |
$22.9K - $27.2K
|
700
$38.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 133.81% |
$665K - $788K
|
25.3K
$1.39M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
27K+ 25.01% |
$1.24M - $1.47M
|
135K
$7.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
342+ 1.23% |
$15.7K - $18.6K
|
28.2K
$1.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
11.2K+ 45.01% |
$516K - $611K
|
36.2K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.42KNew |
$341K - $404K
|
7.42K
$408K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 0.47% |
$459 - $544
|
2.14K
$117K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11.6K+ 23.87% |
$534K - $634K
|
60.4K
$3.32M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.05K+ 6.46% |
$140K - $166K
|
50.2K
$2.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
624+ 4.39% |
$28.6K - $33.9K
|
14.8K
$814K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
114+ 0.69% |
$5.23K - $6.2K
|
16.6K
$911K
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
37K+ 45.87% |
$1.7M - $2.01M
|
118K
$6.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.2K- 82.76% |
$55.1K - $65.3K
|
250
$13.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
621+ 1.51% |
$28.5K - $33.8K
|
41.8K
$2.29M
|