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 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-3.48K- 25.23% |
$179K - $204K
|
10.3K
$567K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
95K+ 19.27% |
$4.89M - $5.56M
|
588K
$32.3M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.5K+ 73.99% |
$1.06M - $1.2M
|
48.3K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
7.74K+ 9.94% |
$398K - $453K
|
85.6K
$4.7M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.39K+ 27.64% |
$329K - $374K
|
29.5K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
720K+ 23.25% |
$37.1M - $42.1M
|
3.82M
$210M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.84K+ 19.77% |
$94.7K - $108K
|
11.1K
$612K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.94K+ 11.67% |
$203K - $230K
|
37.7K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-29.8K- 0.81% |
$1.53M - $1.74M
|
3.67M
$202M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-8.94K- 12.51% |
$460K - $523K
|
62.5K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1K- 14.78% |
$51.5K - $58.5K
|
5.76K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
106+ 2.51% |
$5.45K - $6.2K
|
4.33K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
245+ 6.73% |
$12.6K - $14.3K
|
3.89K
$213K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
200New |
$10.3K - $11.7K
|
200
$11K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
129K+ 16.16% |
$6.62M - $7.53M
|
925K
$50.8M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
883+ 2.5% |
$45.4K - $51.7K
|
36.2K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
41.6KNew |
$2.14M - $2.44M
|
41.6K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13.1K+ 293.78% |
$676K - $769K
|
17.6K
$967K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
11.1K+ 31.79% |
$573K - $652K
|
46.2K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6+ 0.1% |
$309 - $351
|
5.84K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.88M+ 9.28% |
$96.7M - $110M
|
22.1M
$1.22B
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
60.5K+ 756.16% |
$3.11M - $3.54M
|
68.5K
$3.76M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-65.9K- 48.04% |
$3.39M - $3.85M
|
71.2K
$3.91M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-12.2K- 43.24% |
$628K - $714K
|
16K
$880K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.7K+ 15.65% |
$499K - $567K
|
71.7K
$3.94M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.24K+ 3.43% |
$63.8K - $72.6K
|
37.4K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.85K+ 10.86% |
$198K - $225K
|
39.3K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.83KNew |
$145K - $165K
|
2.83K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
28.9K+ 45.64% |
$1.48M - $1.69M
|
92.1K
$5.06M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
23+ 0.59% |
$1.18K - $1.35K
|
3.92K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.61K+ 14.43% |
$82.8K - $94.2K
|
12.8K
$701K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
64+ 168.42% |
$3.29K - $3.74K
|
102
$5.6K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11New |
$566 - $644
|
11
$604
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
344+ 5.72% |
$17.7K - $20.1K
|
6.36K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-19.2K- 26.38% |
$987K - $1.12M
|
53.5K
$2.94M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.4KNew |
$72K - $81.9K
|
1.4K
$76.9K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
55+ 2.04% |
$2.83K - $3.22K
|
2.76K
$151K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39.4K+ 4.94% |
$2.03M - $2.3M
|
836K
$45.9M
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.01KNew |
$206K - $234K
|
4.01K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
74.2KNew |
$3.82M - $4.34M
|
74.2K
$4.08M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.04KNew |
$105K - $119K
|
2.04K
$112K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
7.42K+ 4.52% |
$382K - $434K
|
172K
$9.44M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
92.5K+ 55.27% |
$4.76M - $5.41M
|
260K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
668K+ 32.16% |
$34.4M - $39.1M
|
2.74M
$151M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-7.83K- 29.54% |
$403K - $458K
|
18.7K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.57K+ 1.52% |
$184K - $209K
|
238K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.08K+ 8.02% |
$55.5K - $63.1K
|
14.5K
$798K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.21K- 3.43% |
$62.3K - $70.9K
|
34.1K
$1.87M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-49.3K- 59.27% |
$2.54M - $2.88M
|
33.9K
$1.86M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14+ 1.98% |
$720 - $819
|
720
$39.5K
|