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 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-140K- 91.04% |
$7.21M - $8.21M
|
13.8K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
84.4K+ 91.44% |
$4.34M - $4.94M
|
177K
$9.71M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59K+ 131.99% |
$3.03M - $3.45M
|
104K
$5.69M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-56.5K- 91.85% |
$2.91M - $3.31M
|
5.02K
$276K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
31.8KNew |
$1.64M - $1.86M
|
31.8K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
134+ 0.8% |
$6.89K - $7.84K
|
16.9K
$931K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.95K+ 6.12% |
$152K - $173K
|
51.1K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
12.4KNew |
$638K - $726K
|
12.4K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.48KNew |
$179K - $204K
|
3.48K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
403+ 1.27% |
$20.7K - $23.6K
|
32.2K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Tiptree Advisors, LLC
New York, NY |
BUY
|
- |
40K+ 44.77% |
$2.06M - $2.34M
|
129K
$7.11M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-10.3K- 2.09% |
$532K - $605K
|
485K
$26.7M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
893+ 4.16% |
$45.9K - $52.2K
|
22.4K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.74K- 20.81% |
$89.4K - $102K
|
6.61K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
7.18KNew |
$369K - $420K
|
7.18K
$394K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-691- 0.61% |
$35.6K - $40.4K
|
113K
$6.2M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.21K+ 8.48% |
$216K - $246K
|
53.8K
$2.96M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18K+ 9.06% |
$926K - $1.05M
|
217K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-418- 2.82% |
$21.5K - $24.5K
|
14.4K
$791K
|
|
|
May 14, 2025
Q1 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
1.25K+ 2.86% |
$64.4K - $73.2K
|
45K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
43.4KNew |
$2.23M - $2.54M
|
43.4K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.72K+ 7.91% |
$140K - $159K
|
37.1K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20.1K+ 281.71% |
$1.04M - $1.18M
|
27.3K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20.2KNew |
$1.04M - $1.18M
|
20.2K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
527+ 11.16% |
$27.1K - $30.8K
|
5.25K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
67.9K+ 8.75% |
$3.49M - $3.97M
|
844K
$46.3M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
31.5KNew |
$1.62M - $1.85M
|
31.5K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.18M+ 58.4% |
$60.6M - $69M
|
3.2M
$176M
|
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
3.54K+ 10.83% |
$182K - $207K
|
36.3K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
827+ 20.51% |
$42.5K - $48.4K
|
4.86K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.77K- 12.44% |
$91.3K - $104K
|
12.5K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-5.57K- 53.62% |
$286K - $326K
|
4.81K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.85K+ 25.48% |
$95.2K - $108K
|
9.12K
$501K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-897- 13.46% |
$46.2K - $52.5K
|
5.77K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.09KNew |
$211K - $239K
|
4.09K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12.9K+ 32.92% |
$664K - $755K
|
52.1K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-674- 1.3% |
$34.7K - $39.4K
|
51.1K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
140K+ 31.6% |
$7.18M - $8.17M
|
581K
$31.9M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
288KNew |
$14.8M - $16.8M
|
288K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74.5K+ 90.62% |
$3.83M - $4.36M
|
157K
$8.61M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
58.9K+ 2.38% |
$3.03M - $3.45M
|
2.53M
$139M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
264K+ 118.06% |
$13.6M - $15.5M
|
488K
$26.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
389KNew |
$20M - $22.8M
|
389K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.73K+ 23.55% |
$398K - $452K
|
40.6K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
2.67K+ 2.57% |
$137K - $156K
|
107K
$5.86M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
22K+ 21.11% |
$1.13M - $1.29M
|
126K
$6.93M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.06K- 65.1% |
$158K - $179K
|
1.64K
$90.2K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.97KNew |
$204K - $232K
|
3.97K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
746+ 17.05% |
$38.4K - $43.6K
|
5.12K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.96KNew |
$461K - $524K
|
8.96K
$492K
|