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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-86.1M- 99.93% |
$3.95B - $4.68B
|
63.7K
$3.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-1.15M- 99.4% |
$52.8M - $62.6M
|
7K
$387K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-476K- 14.61% |
$21.8M - $25.9M
|
2.78M
$154M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-275K- 45.27% |
$12.6M - $15M
|
333K
$18.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-239K- 23.59% |
$11M - $13M
|
774K
$42.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-207K- 96.13% |
$9.48M - $11.2M
|
8.31K
$460K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-203K- 48.83% |
$9.3M - $11M
|
213K
$11.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-167K- 94.92% |
$7.68M - $9.1M
|
8.95K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-144K- 70.81% |
$6.59M - $7.81M
|
59.2K
$3.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-126K- 18.6% |
$5.77M - $6.84M
|
550K
$30.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-116K- 74.25% |
$5.34M - $6.33M
|
40.4K
$2.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-107K- 19.23% |
$4.93M - $5.84M
|
451K
$25M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-101K- 20.61% |
$4.61M - $5.47M
|
387K
$21.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-81.9K- 7.83% |
$3.76M - $4.45M
|
964K
$53.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-70.2K- 31.21% |
$3.22M - $3.82M
|
155K
$8.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-68.8K- 89.8% |
$3.16M - $3.74M
|
7.81K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-61K- 24.45% |
$2.8M - $3.32M
|
189K
$10.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-56.7K- 92.84% |
$2.6M - $3.09M
|
4.37K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-55K- 58.61% |
$2.52M - $2.99M
|
38.9K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50.5K- 8.59% |
$2.32M - $2.75M
|
537K
$29.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-48K- 53.37% |
$2.2M - $2.61M
|
41.9K
$2.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-46.3K- 21.05% |
$2.12M - $2.52M
|
174K
$9.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-45.3K- 14.89% |
$2.08M - $2.46M
|
259K
$14.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-44.1K- 12.01% |
$2.02M - $2.4M
|
323K
$17.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-41.8K- 86.83% |
$1.92M - $2.28M
|
6.35K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-37.1K- 39.76% |
$1.7M - $2.02M
|
56.2K
$3.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-33K- 71.23% |
$1.51M - $1.79M
|
13.3K
$737K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-31.8K- 17.74% |
$1.46M - $1.73M
|
148K
$8.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-29.2K- 69.81% |
$1.34M - $1.59M
|
12.6K
$697K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-27.1K- 28.24% |
$1.24M - $1.47M
|
68.8K
$3.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.9K- 51.11% |
$1.24M - $1.47M
|
25.8K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-26.5K- 46.09% |
$1.21M - $1.44M
|
30.9K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-26.4K- 52.94% |
$1.21M - $1.44M
|
23.5K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-21.6K- 39.45% |
$989K - $1.17M
|
33.1K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-21.1K- 51.68% |
$968K - $1.15M
|
19.7K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-20.2K- 89.73% |
$925K - $1.1M
|
2.31K
$128K
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-18.7K- 14.04% |
$860K - $1.02M
|
115K
$6.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-18.3K- 26.5% |
$840K - $996K
|
50.8K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.1K- 80.78% |
$829K - $983K
|
4.3K
$238K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-17.2K- 2.38% |
$788K - $935K
|
705K
$39M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17.1K- 16.51% |
$785K - $931K
|
86.5K
$4.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-16.9K- 28.06% |
$777K - $921K
|
43.4K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-16K- 47.32% |
$735K - $872K
|
17.8K
$987K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.5K- 15.51% |
$713K - $846K
|
84.7K
$4.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 34.73% |
$682K - $809K
|
27.9K
$1.55M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-14.3K- 43.67% |
$656K - $778K
|
18.4K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-13.6K- 52.33% |
$625K - $741K
|
12.4K
$686K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13.5K- 7.35% |
$620K - $735K
|
170K
$9.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-13.3K- 14.24% |
$611K - $725K
|
80.3K
$4.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-13.1K- 73.44% |
$599K - $710K
|
4.72K
$261K
|