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 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
315+ 3.94% |
$14.5K - $17.1K
|
8.31K
$457K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-701- 5.82% |
$32.2K - $38.1K
|
11.3K
$623K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.13K+ 15.75% |
$144K - $170K
|
23K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10.5KNew |
$481K - $571K
|
10.5K
$576K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
63.2K+ 60.63% |
$2.9M - $3.44M
|
167K
$9.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.09K+ 21.96% |
$188K - $222K
|
22.7K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.9K+ 2.11% |
$1.05M - $1.25M
|
1.11M
$60.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.19K+ 37.38% |
$330K - $391K
|
26.4K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33.3KNew |
$1.53M - $1.81M
|
33.3K
$1.83M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.33K+ 21.97% |
$60.8K - $72.1K
|
7.36K
$404K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
105K+ 35.33% |
$4.81M - $5.7M
|
402K
$22.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
333+ 1.61% |
$15.3K - $18.1K
|
21K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.03K- 14.94% |
$47K - $55.8K
|
5.84K
$321K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.17K+ 3.04% |
$146K - $173K
|
107K
$5.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
481+ 2.62% |
$22.1K - $26.2K
|
18.9K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
343+ 3.67% |
$15.7K - $18.7K
|
9.69K
$532K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
35.6K+ 133.5% |
$1.63M - $1.94M
|
62.3K
$3.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.27K+ 31.46% |
$58.3K - $69.1K
|
5.31K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
445+ 2.42% |
$20.4K - $24.2K
|
18.9K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-14.3K- 43.67% |
$656K - $778K
|
18.4K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.4K- 1.3% |
$110K - $130K
|
182K
$9.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
19+ 0.39% |
$872 - $1.03K
|
4.9K
$269K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
853+ 5.34% |
$39.1K - $46.4K
|
16.8K
$925K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.15K- 34.96% |
$98.6K - $117K
|
4K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
69+ 69.0% |
$3.17K - $3.75K
|
169
$9.28K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.41KNew |
$202K - $240K
|
4.41K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-47- 0.32% |
$2.16K - $2.56K
|
14.5K
$797K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
563+ 2.82% |
$25.8K - $30.6K
|
20.6K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14K+ 23.82% |
$644K - $764K
|
73K
$4.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.18K+ 58.7% |
$330K - $391K
|
19.4K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
30.9K+ 14.05% |
$1.42M - $1.68M
|
251K
$13.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.44K+ 34.3% |
$66K - $78.2K
|
5.63K
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-127- 2.89% |
$5.83K - $6.91K
|
4.26K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-134- 27.29% |
$6.15K - $7.29K
|
357
$19.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
35.7K+ 113.84% |
$1.64M - $1.94M
|
67.1K
$3.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
141New |
$6.47K - $7.67K
|
141
$7.75K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3.94K- 22.34% |
$181K - $214K
|
13.7K
$752K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 20.83% |
$688 - $816
|
87
$4.78K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-45.3K- 14.89% |
$2.08M - $2.46M
|
259K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.19K- 12.28% |
$54.4K - $64.5K
|
8.47K
$465K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
7.9K+ 17.41% |
$363K - $430K
|
53.3K
$2.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13- 0.04% |
$596 - $707
|
31.1K
$1.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
2.5K+ 4.18% |
$114K - $136K
|
62.2K
$3.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.06K- 37.05% |
$140K - $166K
|
5.19K
$285K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.98K+ 18.59% |
$91K - $108K
|
12.7K
$695K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.18K+ 8.03% |
$100K - $119K
|
29.3K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-793- 3.12% |
$36.4K - $43.1K
|
24.6K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.94% |
$4.59K - $5.44K
|
10.8K
$592K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-647- 2.06% |
$29.7K - $35.2K
|
30.7K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.8K+ 24.58% |
$312K - $370K
|
34.5K
$1.89M
|