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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
130KNew |
$7M - $7.48M
|
130K
$7.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.88K+ 32.27% |
$532K - $568K
|
40.5K
$2.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.4K- 3.73% |
$1.15M - $1.23M
|
553K
$32M
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
176+ 149.15% |
$9.47K - $10.1K
|
294
$17K
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
251+ 6.79% |
$13.5K - $14.4K
|
3.95K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
108K+ 183.31% |
$5.84M - $6.24M
|
168K
$9.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.22K+ 0.55% |
$65.9K - $70.4K
|
223K
$12.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-7.19K- 33.8% |
$387K - $414K
|
14.1K
$814K
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
14.2K+ 4.42% |
$762K - $814K
|
335K
$19.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$5.38K - $5.75K
|
100
$5.78K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-78.4K- 37.26% |
$4.22M - $4.51M
|
132K
$7.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.9K+ 25.33% |
$1.18M - $1.26M
|
108K
$6.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
900+ 14.89% |
$48.4K - $51.8K
|
6.94K
$401K
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.8KNew |
$849K - $908K
|
15.8K
$913K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
55New |
$2.96K - $3.16K
|
55
$3.18K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-839- 4.35% |
$45.1K - $48.3K
|
18.5K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.74K+ 1682.27% |
$255K - $273K
|
5.03K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
11.3K+ 10.84% |
$609K - $651K
|
116K
$6.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-82- 82.0% |
$4.41K - $4.72K
|
18
$1.04K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1.4K+ 2.56% |
$75.3K - $80.5K
|
56K
$3.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 1.65% |
$7.53K - $8.05K
|
8.62K
$498K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.9K+ 4.98% |
$102K - $109K
|
40K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-533- 16.25% |
$28.7K - $30.7K
|
2.75K
$159K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.4K+ 0.45% |
$938K - $1M
|
3.93M
$227M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.33K+ 25.75% |
$125K - $134K
|
11.4K
$657K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
18.2K+ 35.81% |
$979K - $1.05M
|
69K
$3.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
140+ 3.43% |
$7.53K - $8.05K
|
4.22K
$244K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-1.61K- 4.19% |
$86.5K - $92.4K
|
36.8K
$2.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
109New |
$5.87K - $6.27K
|
109
$6.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.01K- 3.78% |
$431K - $461K
|
204K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.5K+ 9.98% |
$2.56M - $2.73M
|
523K
$30.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-820- 42.38% |
$44.1K - $47.2K
|
1.12K
$64.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
3KNew |
$161K - $173K
|
3K
$173K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-478- 78.23% |
$25.7K - $27.5K
|
133
$7.69K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-63.4K- 92.13% |
$3.41M - $3.65M
|
5.41K
$313K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-330- 3.4% |
$17.8K - $19K
|
9.37K
$542K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-46.5K- 32.21% |
$2.5M - $2.68M
|
97.9K
$5.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-92.1K- 41.18% |
$4.96M - $5.3M
|
132K
$7.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2.04K+ 7.61% |
$110K - $117K
|
28.8K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
280+ 4.42% |
$15.1K - $16.1K
|
6.62K
$383K
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$118K - $127K
|
2.2K
$127K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-83.8K- 11.93% |
$4.51M - $4.82M
|
619K
$35.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.66K+ 6.98% |
$466K - $498K
|
133K
$7.68M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-154- 3.75% |
$8.29K - $8.86K
|
3.96K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.83K+ 9.56% |
$98.6K - $105K
|
21K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.23KNew |
$227K - $243K
|
4.23K
$244K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.48K- 17.55% |
$79.6K - $85.1K
|
6.95K
$402K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.3K+ 1.78% |
$611K - $653K
|
650K
$37.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100New |
$5.38K - $5.75K
|
100
$5.78K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-40.9K- 16.7% |
$2.2M - $2.35M
|
204K
$11.8M
|
|