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 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11.3K- 8.66% |
$520K - $617K
|
120K
$6.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.74K+ 3.08% |
$126K - $149K
|
91.6K
$5.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-303- 25.99% |
$13.9K - $16.5K
|
863
$47.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
380K+ 541.14% |
$17.5M - $20.7M
|
451K
$24.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.09K- 45.7% |
$417K - $494K
|
10.8K
$593K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
12.6K+ 13.0% |
$580K - $687K
|
110K
$6.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-384- 0.9% |
$17.6K - $20.9K
|
42.4K
$2.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
343+ 3.65% |
$15.7K - $18.7K
|
9.75K
$536K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.8K+ 27.03% |
$769K - $912K
|
78.8K
$4.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-909- 12.8% |
$41.7K - $49.4K
|
6.19K
$340K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-12.4K- 13.42% |
$568K - $674K
|
79.9K
$4.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.12K+ 51.53% |
$189K - $224K
|
12.1K
$666K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13.5K- 7.35% |
$620K - $735K
|
170K
$9.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-385- 3.45% |
$17.7K - $20.9K
|
10.8K
$591K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.85K+ 41.61% |
$131K - $155K
|
9.7K
$533K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
96.8K+ 146.55% |
$4.44M - $5.27M
|
163K
$8.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.6K+ 7.76% |
$211K - $250K
|
63.9K
$3.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
12.9KNew |
$594K - $704K
|
12.9K
$711K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
25.5K+ 55.08% |
$1.17M - $1.39M
|
71.9K
$3.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.5K+ 22.24% |
$252K - $299K
|
30.2K
$1.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.43K- 55.83% |
$387K - $458K
|
6.67K
$366K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7+ 233.33% |
$321 - $381
|
10
$549
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.36K+ 95.63% |
$246K - $292K
|
11K
$603K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.74K+ 27.79% |
$401K - $475K
|
40.2K
$2.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
147+ 3.17% |
$6.74K - $8K
|
4.79K
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.01K+ 8.89% |
$276K - $327K
|
73.6K
$4.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
42+ 1.28% |
$1.93K - $2.28K
|
3.33K
$183K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.5K+ 19.09% |
$483K - $572K
|
65.6K
$3.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-296- 1.8% |
$13.6K - $16.1K
|
16.2K
$889K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-17- 1.34% |
$780 - $925
|
1.25K
$68.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7KNew |
$321K - $381K
|
7K
$385K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
4.02KNew |
$185K - $219K
|
4.02K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.06K+ 5.83% |
$186K - $221K
|
73.7K
$4.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.21K+ 5.85% |
$285K - $338K
|
112K
$6.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
29.5K+ 6.76% |
$1.35M - $1.6M
|
466K
$25.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
10.5K+ 243.44% |
$483K - $572K
|
14.8K
$815K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$45.9 - $54.4
|
15.2K
$834K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
174+ 1.41% |
$7.98K - $9.47K
|
12.5K
$688K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.75K+ 8.52% |
$172K - $204K
|
47.8K
$2.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-311- 7.59% |
$14.3K - $16.9K
|
3.78K
$208K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.9K- 0.65% |
$363K - $430K
|
1.2M
$66M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.45K- 3.97% |
$158K - $188K
|
83.5K
$4.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-250- 4.68% |
$11.5K - $13.6K
|
5.09K
$280K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
14.9K+ 4.99% |
$685K - $812K
|
314K
$17.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-727- 0.64% |
$33.4K - $39.5K
|
113K
$6.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-179- 1.74% |
$8.21K - $9.74K
|
10.1K
$554K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
3.99K+ 14.03% |
$183K - $217K
|
32.4K
$1.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-270- 4.94% |
$12.4K - $14.7K
|
5.2K
$285K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.84KNew |
$176K - $209K
|
3.84K
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-20.2K- 89.73% |
$925K - $1.1M
|
2.31K
$127K
|