Latest Institutional Purchases of J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This list provides information on the latest institutional transactions involving J P Morgan ETF Tr Nasdaq Equit (JEPQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.26M+ 20.81% |
$104M - $123M
|
13.1M
$725M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.53M+ 15.97% |
$70.3M - $83.4M
|
11.1M
$616M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
771K+ 11.34% |
$35.4M - $41.9M
|
7.57M
$419M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
736K+ 23.89% |
$33.8M - $40M
|
3.82M
$211M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
496K+ 15.52% |
$22.8M - $27M
|
3.69M
$204M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
442K+ 4392.58% |
$20.3M - $24M
|
452K
$25M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
431K+ 91.05% |
$19.8M - $23.4M
|
904K
$50M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
385K+ 1932.16% |
$17.6M - $20.9M
|
404K
$22.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
380K+ 541.14% |
$17.5M - $20.7M
|
451K
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
376K+ 40.62% |
$17.2M - $20.4M
|
1.3M
$72M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
354K+ 1.81% |
$16.2M - $19.2M
|
19.9M
$1.1B
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
279K+ 65.97% |
$12.8M - $15.2M
|
702K
$38.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
271KNew |
$12.5M - $14.8M
|
271K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
208K+ 22.2% |
$9.53M - $11.3M
|
1.14M
$63.3M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
182K+ 61.79% |
$8.34M - $9.89M
|
476K
$26.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
173K+ 252.99% |
$7.94M - $9.42M
|
242K
$13.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
155K+ 29.35% |
$7.12M - $8.44M
|
684K
$37.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
133K+ 194.9% |
$6.1M - $7.23M
|
201K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
130K+ 18.04% |
$5.96M - $7.06M
|
849K
$47M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
123K+ 3.64% |
$5.66M - $6.71M
|
3.51M
$194M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
120K+ 14.23% |
$5.51M - $6.53M
|
964K
$53.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
120K+ 2613.73% |
$5.49M - $6.5M
|
124K
$6.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
116K+ 4.23% |
$5.32M - $6.31M
|
2.86M
$158M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
112K+ 71.29% |
$5.13M - $6.08M
|
269K
$14.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
105K+ 35.33% |
$4.81M - $5.7M
|
402K
$22.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
103K+ 6.51% |
$4.74M - $5.62M
|
1.69M
$93.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
102K+ 9.16% |
$4.7M - $5.58M
|
1.22M
$67.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
99.9K+ 20.58% |
$4.58M - $5.43M
|
585K
$32.4M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
97.8KNew |
$4.49M - $5.32M
|
97.8K
$5.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
97.4K+ 2.66% |
$4.47M - $5.3M
|
3.77M
$208M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
96.8K+ 146.55% |
$4.44M - $5.27M
|
163K
$9.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
95K+ 2.49% |
$4.36M - $5.17M
|
3.91M
$216M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
90.9KNew |
$4.17M - $4.94M
|
90.9K
$5.03M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
81.6K+ 21.67% |
$3.74M - $4.44M
|
458K
$25.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
80.6K+ 4.35% |
$3.7M - $4.38M
|
1.93M
$107M
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
79.8KNew |
$3.66M - $4.34M
|
79.8K
$4.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
78.9K+ 14.08% |
$3.62M - $4.29M
|
639K
$35.4M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
72.3KNew |
$3.32M - $3.93M
|
72.3K
$4M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
67.3K+ 1248.47% |
$3.09M - $3.66M
|
72.7K
$4.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
64.6K+ 81.35% |
$2.96M - $3.52M
|
144K
$7.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
64.5K+ 15.21% |
$2.96M - $3.51M
|
489K
$27M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64.1K+ 11.27% |
$2.94M - $3.49M
|
633K
$35M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.3K+ 7.58% |
$2.9M - $3.44M
|
899K
$49.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
63.2K+ 60.63% |
$2.9M - $3.44M
|
167K
$9.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
62.9K+ 33.34% |
$2.89M - $3.42M
|
252K
$13.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
60.2K+ 6.21% |
$2.76M - $3.27M
|
1.03M
$56.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
58.6K+ 27.27% |
$2.69M - $3.19M
|
273K
$15.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
54.7K+ 45.78% |
$2.51M - $2.98M
|
174K
$9.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.2K+ 8.73% |
$2.12M - $2.51M
|
575K
$31.8M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
44.3K+ 1.75% |
$2.03M - $2.41M
|
2.58M
$142M
|