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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
126K+ 157.61% |
$7.09M - $7.45M
|
206K
$11.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
58.1K+ 111.57% |
$3.27M - $3.44M
|
110K
$6.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
54.3KNew |
$3.06M - $3.22M
|
54.3K
$3.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
46.2K+ 17.0% |
$2.6M - $2.73M
|
318K
$18.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
34.5K+ 32.57% |
$1.95M - $2.05M
|
141K
$8.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
31.6K+ 2.9% |
$1.78M - $1.87M
|
1.12M
$64.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
30.7KNew |
$1.73M - $1.82M
|
30.7K
$1.77M
|
|
|
Jan 14, 2026
Q4 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
26.9K+ 6.51% |
$1.51M - $1.59M
|
440K
$25.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
22.3K+ 53.04% |
$1.26M - $1.32M
|
64.4K
$3.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
15K+ 13.48% |
$847K - $890K
|
127K
$7.32M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.9K+ 12.51% |
$672K - $706K
|
107K
$6.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.8K+ 307.82% |
$663K - $697K
|
15.6K
$901K
|
|
|
Jan 07, 2026
Q4 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
10.4KNew |
$584K - $614K
|
10.4K
$600K
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
10.1K+ 32.2% |
$572K - $601K
|
41.7K
$2.41M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10K+ 34.85% |
$566K - $595K
|
38.9K
$2.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
9.71KNew |
$547K - $575K
|
9.71K
$561K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.31K+ 8.99% |
$524K - $551K
|
113K
$6.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.32KNew |
$469K - $493K
|
8.32K
$481K
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
7.98K+ 163.18% |
$449K - $472K
|
12.9K
$744K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.94K+ 1.73% |
$447K - $470K
|
467K
$27M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.77K+ 5.45% |
$438K - $460K
|
150K
$8.69M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
6.14KNew |
$346K - $363K
|
6.14K
$355K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.98KNew |
$337K - $354K
|
5.98K
$346K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.98K+ 2.43% |
$337K - $354K
|
252K
$14.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.91K+ 8.57% |
$333K - $350K
|
74.9K
$4.33M
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.78K+ 4.48% |
$326K - $342K
|
135K
$7.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.71K+ 4.59% |
$321K - $338K
|
130K
$7.51M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.23K+ 743.47% |
$295K - $310K
|
5.94K
$343K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.82K+ 5.99% |
$271K - $285K
|
85.2K
$4.93M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.25KNew |
$239K - $252K
|
4.25K
$246K
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
4.2K+ 2.89% |
$237K - $249K
|
150K
$8.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.2KNew |
$237K - $249K
|
4.2K
$243K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.08KNew |
$230K - $242K
|
4.08K
$236K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.69K+ 4.05% |
$208K - $219K
|
94.8K
$5.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.53KNew |
$199K - $209K
|
3.53K
$204K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3KNew |
$169K - $178K
|
3K
$173K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.62K+ 6.77% |
$148K - $155K
|
41.3K
$2.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.52K+ 258.08% |
$142K - $149K
|
3.5K
$202K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.29K+ 5.29% |
$129K - $135K
|
45.5K
$2.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.25K+ 31.79% |
$126K - $133K
|
9.31K
$538K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.24KNew |
$126K - $132K
|
2.24K
$129K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2K+ 3.07% |
$113K - $118K
|
67.2K
$3.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.87K+ 11.68% |
$105K - $111K
|
17.9K
$1.04M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 4.21% |
$101K - $106K
|
44.5K
$2.57M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.77K+ 16.99% |
$99.8K - $105K
|
12.2K
$706K
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.5K+ 10.08% |
$84.4K - $88.7K
|
16.4K
$946K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.08K+ 25.65% |
$60.8K - $63.9K
|
5.29K
$306K
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.05K+ 16.87% |
$59K - $62.1K
|
7.26K
$420K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 8.32% |
$57.7K - $60.6K
|
13.3K
$771K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.01K+ 1.59% |
$57.1K - $60K
|
64.6K
$3.74M
|
|