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 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-909- 12.8% |
$41.7K - $49.4K
|
6.19K
$340K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-860- 6.0% |
$39.5K - $46.8K
|
13.5K
$740K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-793- 3.12% |
$36.4K - $43.1K
|
24.6K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-730- 2.17% |
$33.5K - $39.7K
|
33K
$1.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-727- 0.64% |
$33.4K - $39.5K
|
113K
$6.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-701- 5.82% |
$32.2K - $38.1K
|
11.3K
$623K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-676- 11.75% |
$31K - $36.8K
|
5.08K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-647- 2.06% |
$29.7K - $35.2K
|
30.7K
$1.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-599- 5.68% |
$27.5K - $32.6K
|
9.95K
$546K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-563- 3.0% |
$25.8K - $30.6K
|
18.2K
$999K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-540- 10.58% |
$24.8K - $29.4K
|
4.56K
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-535- 12.04% |
$24.5K - $29.1K
|
3.91K
$215K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-500- 41.67% |
$22.9K - $27.2K
|
700
$38.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-440- 2.69% |
$20.2K - $23.9K
|
15.9K
$875K
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-385- 3.45% |
$17.7K - $20.9K
|
10.8K
$591K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-384- 0.9% |
$17.6K - $20.9K
|
42.4K
$2.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-347- 2.59% |
$15.9K - $18.9K
|
13.1K
$717K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-311- 7.59% |
$14.3K - $16.9K
|
3.78K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-303- 25.99% |
$13.9K - $16.5K
|
863
$47.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-296- 1.8% |
$13.6K - $16.1K
|
16.2K
$889K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-270- 4.94% |
$12.4K - $14.7K
|
5.2K
$285K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-250- 4.68% |
$11.5K - $13.6K
|
5.09K
$280K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-249- 5.7% |
$11.4K - $13.5K
|
4.12K
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-182- 2.17% |
$8.35K - $9.9K
|
8.2K
$450K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-179- 1.74% |
$8.21K - $9.74K
|
10.1K
$554K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-134- 27.29% |
$6.15K - $7.29K
|
357
$19.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-127- 2.89% |
$5.83K - $6.91K
|
4.26K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-101- 11.21% |
$4.63K - $5.49K
|
800
$43.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-65- 0.16% |
$2.98K - $3.54K
|
39.5K
$2.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 2.98% |
$2.29K - $2.72K
|
1.63K
$89.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-47- 0.32% |
$2.16K - $2.56K
|
14.5K
$797K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-17- 1.34% |
$780 - $925
|
1.25K
$68.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13- 0.04% |
$596 - $707
|
31.1K
$1.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$45.9 - $54.4
|
15.2K
$834K
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-831K- 44.29% |
$42.8M - $48.6M
|
1.05M
$57.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-453K- 43.4% |
$23.3M - $26.5M
|
591K
$32.5M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-434K- 97.36% |
$22.3M - $25.4M
|
11.8K
$647K
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-405K- 99.72% |
$20.8M - $23.7M
|
1.13K
$61.9K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-235K- 92.19% |
$12.1M - $13.7M
|
19.9K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-166K- 91.28% |
$8.56M - $9.74M
|
15.9K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-140K- 91.04% |
$7.21M - $8.21M
|
13.8K
$758K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-95.2K- 70.17% |
$4.9M - $5.57M
|
40.5K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-84.1K- 16.83% |
$4.33M - $4.92M
|
415K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-69K- 18.99% |
$3.55M - $4.04M
|
294K
$16.2M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-65.9K- 48.04% |
$3.39M - $3.85M
|
71.2K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-56.5K- 91.85% |
$2.91M - $3.31M
|
5.02K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-49.8K- 79.72% |
$2.56M - $2.91M
|
12.7K
$696K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-49.3K- 59.27% |
$2.54M - $2.88M
|
33.9K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-40.4K- 46.58% |
$2.08M - $2.36M
|
46.3K
$2.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-39.5K- 89.62% |
$2.03M - $2.31M
|
4.57K
$251K
|
|