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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
69.1KNew |
$3.56M - $4.04M
|
69.1K
$3.8M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
114KNew |
$5.86M - $6.66M
|
114K
$6.26M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2+ 4.08% |
$103 - $117
|
51
$2.8K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
10K+ 159.09% |
$515K - $585K
|
16.3K
$895K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.53KNew |
$78.8K - $89.6K
|
1.53K
$84.2K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-434K- 97.36% |
$22.3M - $25.4M
|
11.8K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.55K+ 0.83% |
$79.7K - $90.6K
|
189K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
19.3K+ 16.85% |
$991K - $1.13M
|
134K
$7.34M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.31K+ 26.0% |
$273K - $311K
|
25.7K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
33.6K+ 24.76% |
$1.73M - $1.97M
|
169K
$9.31M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.93K+ 11.14% |
$99.5K - $113K
|
19.3K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.1K+ 5.97% |
$723K - $822K
|
250K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
51.3K+ 50.07% |
$2.64M - $3M
|
154K
$8.45M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8.68K+ 58.38% |
$447K - $508K
|
23.6K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.92K+ 31.81% |
$98.8K - $112K
|
7.96K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.8K+ 28.84% |
$1.33M - $1.51M
|
115K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
16.7K+ 9.72% |
$860K - $979K
|
189K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69K- 18.99% |
$3.55M - $4.04M
|
294K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.02K+ 44.52% |
$309K - $352K
|
19.5K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
45.4K+ 23.72% |
$2.34M - $2.66M
|
237K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
16.6K+ 19.21% |
$855K - $972K
|
103K
$5.66M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.69M+ 21.41% |
$87.1M - $99.1M
|
9.6M
$528M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.87M+ 17.25% |
$148M - $168M
|
19.5M
$1.07B
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
20.8K+ 21.53% |
$1.07M - $1.22M
|
117K
$6.44M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.44K- 31.18% |
$280K - $318K
|
12K
$660K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-8.15K- 42.67% |
$419K - $477K
|
10.9K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.93K+ 14.67% |
$151K - $172K
|
22.9K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
5.33K+ 85.28% |
$274K - $312K
|
11.6K
$636K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
266+ 0.5% |
$13.7K - $15.6K
|
53.8K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
94.6K+ 20.33% |
$4.87M - $5.54M
|
560K
$30.8M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
94New |
$4.84K - $5.5K
|
94
$5.16K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.47K+ 78.04% |
$230K - $261K
|
10.2K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
43.3K+ 24.72% |
$2.23M - $2.54M
|
219K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.46K+ 19.02% |
$230K - $261K
|
27.9K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
66.9K+ 2.22% |
$3.44M - $3.92M
|
3.08M
$169M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
123K+ 30.31% |
$6.33M - $7.19M
|
529K
$29M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.7KNew |
$808K - $919K
|
15.7K
$863K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
417+ 15.6% |
$21.5K - $24.4K
|
3.09K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
200K+ 1352.0% |
$10.3M - $11.7M
|
215K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7.36KNew |
$379K - $431K
|
7.36K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
9.08K+ 45.67% |
$467K - $531K
|
28.9K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.6K+ 81.26% |
$391K - $445K
|
17K
$932K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.41K+ 27.69% |
$381K - $434K
|
34.2K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-210- 1.92% |
$10.8K - $12.3K
|
10.7K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3K- 12.19% |
$155K - $176K
|
21.6K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.37KNew |
$482K - $548K
|
9.37K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.62KNew |
$289K - $329K
|
5.62K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-235K- 92.19% |
$12.1M - $13.7M
|
19.9K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
4.1KNew |
$211K - $240K
|
4.1K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-10.6K- 59.58% |
$544K - $619K
|
7.17K
$394K
|