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 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-166K- 91.28% |
$8.56M - $9.74M
|
15.9K
$873K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
30.8K+ 44.45% |
$1.59M - $1.8M
|
100K
$5.51M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
35New |
$1.8K - $2.05K
|
35
$1.92K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
18.8K+ 53.87% |
$967K - $1.1M
|
53.7K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.13K+ 58.29% |
$470K - $534K
|
24.8K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
24.2KNew |
$1.25M - $1.42M
|
24.2K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
28.5KNew |
$1.46M - $1.66M
|
28.5K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
99.2K+ 9.73% |
$5.11M - $5.81M
|
1.12M
$61.5M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
352+ 6.65% |
$18.1K - $20.6K
|
5.65K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
17+ 0.34% |
$875 - $995
|
5.02K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
56K+ 150.13% |
$2.88M - $3.28M
|
93.3K
$5.12M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
703New |
$36.2K - $41.1K
|
703
$38.6K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.18K+ 3.96% |
$60.6K - $68.9K
|
30.9K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.54K- 19.24% |
$130K - $148K
|
10.6K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.01KClosed |
$412K - $469K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-817- 3.6% |
$42K - $47.8K
|
21.9K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-25.7K- 10.23% |
$1.32M - $1.5M
|
225K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
331+ 2.11% |
$17K - $19.4K
|
16.1K
$882K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
127+ 0.89% |
$6.53K - $7.43K
|
14.4K
$789K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.07K+ 8.07% |
$312K - $355K
|
81.3K
$4.47M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
20.5KNew |
$1.05M - $1.2M
|
20.5K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
77K+ 11.98% |
$3.96M - $4.5M
|
720K
$39.5M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.15K- 18.09% |
$213K - $243K
|
18.8K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.53K+ 4.21% |
$130K - $148K
|
62.7K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-25.4K- 11.11% |
$1.3M - $1.48M
|
203K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.26K+ 34.3% |
$116K - $132K
|
8.85K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.66KNew |
$240K - $273K
|
4.66K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-24.2K- 76.62% |
$1.25M - $1.42M
|
7.4K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
743+ 8.95% |
$38.2K - $43.5K
|
9.04K
$497K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.6K+ 56.08% |
$237K - $269K
|
12.8K
$703K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-262- 1.06% |
$13.5K - $15.3K
|
24.4K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-5.08K- 2.03% |
$261K - $297K
|
245K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.71K- 7.15% |
$191K - $217K
|
48.2K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
33+ 0.78% |
$1.7K - $1.93K
|
4.27K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2K- 16.98% |
$103K - $117K
|
9.79K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.93K+ 2.4% |
$511K - $581K
|
423K
$23.2M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
3.74K+ 15.21% |
$192K - $219K
|
28.3K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.61K+ 184.2% |
$392K - $445K
|
11.7K
$645K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
9.52K+ 1.03% |
$490K - $557K
|
936K
$51.4M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
519+ 6.31% |
$26.7K - $30.4K
|
8.74K
$480K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
28.6K+ 53.16% |
$1.47M - $1.67M
|
82.4K
$4.53M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
10.1KNew |
$518K - $589K
|
10.1K
$553K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.1M+ 19.37% |
$56.8M - $64.5M
|
6.8M
$373M
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5.7KNew |
$293K - $334K
|
5.7K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
241+ 5.69% |
$12.4K - $14.1K
|
4.47K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
324New |
$16.7K - $19K
|
324
$17.8K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11+ 2.24% |
$566 - $644
|
501
$27.5K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
89.3K+ 18.62% |
$4.6M - $5.23M
|
569K
$31.3M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.78K- 8.14% |
$194K - $221K
|
42.7K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
46New |
$2.37K - $2.69K
|
46
$2.53K
|