Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-234K- 27.98% |
$13.2M - $13.8M
|
601K
$34.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-39.4K- 60.92% |
$2.22M - $2.33M
|
25.2K
$1.46M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-36.8K- 25.52% |
$2.07M - $2.18M
|
107K
$6.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-32.7K- 28.05% |
$1.84M - $1.94M
|
83.9K
$4.85M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-29.1K- 53.46% |
$1.64M - $1.72M
|
25.4K
$1.47M
|
|
|
Jan 21, 2026
Q4 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-23.6K- 70.57% |
$1.33M - $1.4M
|
9.85K
$569K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-18.2K- 10.41% |
$1.02M - $1.08M
|
157K
$9.05M
|
|
|
Jan 21, 2026
Q4 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-17.2K- 15.89% |
$969K - $1.02M
|
91K
$5.26M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.7K- 11.72% |
$940K - $988K
|
126K
$7.27M
|
|
|
Jan 21, 2026
Q4 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-13.3K- 10.27% |
$748K - $786K
|
116K
$6.71M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.1K- 49.87% |
$684K - $719K
|
12.2K
$706K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-9.8K- 93.16% |
$552K - $580K
|
720
$41.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-9.67K- 44.8% |
$545K - $573K
|
11.9K
$689K
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-7.45K- 11.6% |
$420K - $441K
|
56.8K
$3.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.81K- 5.66% |
$384K - $403K
|
114K
$6.56M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.84K- 1.83% |
$329K - $346K
|
312K
$18.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.62K- 8.69% |
$204K - $214K
|
38K
$2.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 16.56% |
$185K - $195K
|
16.6K
$959K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-3K- 37.5% |
$169K - $178K
|
5K
$289K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.62K- 20.65% |
$147K - $155K
|
10.1K
$581K
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
SELL
|
- |
-2.33K- 2.34% |
$131K - $138K
|
97.1K
$5.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.16K- 1.52% |
$122K - $128K
|
140K
$8.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.91K- 5.96% |
$108K - $113K
|
30.1K
$1.74M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.71K- 12.06% |
$96.2K - $101K
|
12.5K
$720K
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.5K- 22.83% |
$84.5K - $88.8K
|
5.07K
$293K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 1.51% |
$74.9K - $78.7K
|
86.4K
$5M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.3K- 10.55% |
$73.2K - $76.9K
|
11K
$637K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.13K- 1.38% |
$63.6K - $66.9K
|
80.5K
$4.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.01K- 16.71% |
$56.9K - $59.8K
|
5.04K
$291K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-840- 11.49% |
$47.3K - $49.7K
|
6.47K
$374K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-785- 12.07% |
$44.2K - $46.5K
|
5.72K
$331K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-760- 0.63% |
$42.8K - $45K
|
120K
$6.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-736- 6.67% |
$41.5K - $43.6K
|
10.3K
$596K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-692- 5.71% |
$39K - $41K
|
11.4K
$661K
|
|
|
Jan 23, 2026
Q4 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-602- 6.91% |
$33.9K - $35.7K
|
8.1K
$469K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-600- 9.93% |
$33.8K - $35.5K
|
5.44K
$315K
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-580- 0.9% |
$32.7K - $34.3K
|
64K
$3.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-545- 0.86% |
$30.7K - $32.3K
|
62.9K
$3.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-470- 1.34% |
$26.5K - $27.8K
|
34.6K
$2M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-445- 3.64% |
$25.1K - $26.4K
|
11.8K
$680K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-443- 4.9% |
$25K - $26.2K
|
8.6K
$497K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-408- 3.46% |
$23K - $24.2K
|
11.4K
$659K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-386- 8.86% |
$21.7K - $22.9K
|
3.97K
$229K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-332- 1.61% |
$18.7K - $19.7K
|
20.3K
$1.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-287- 1.57% |
$16.2K - $17K
|
18K
$1.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-281- 4.85% |
$15.8K - $16.6K
|
5.51K
$319K
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-228- 1.41% |
$12.8K - $13.5K
|
15.9K
$920K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-207- 0.99% |
$11.7K - $12.3K
|
20.8K
$1.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-121- 0.72% |
$6.82K - $7.17K
|
16.6K
$961K
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-100- 1.11% |
$5.63K - $5.92K
|
8.9K
$515K
|
|