Purchases and Sales Made in Q1 2025 in J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This table provides information about the institutional ownership of J P Morgan ETF Tr Nasdaq Equit (JEPQ) during Q1 2025. The information is specifically focused on institutions that hold shares of J P MORGAN ETF TR NASDAQ EQUIT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
106+ 2.51% |
$5.45K - $6.2K
|
4.33K
$233K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
103+ 2.37% |
$5.3K - $6.03K
|
4.44K
$239K
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
100+ 2.56% |
$5.15K - $5.85K
|
4K
$215K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
100New |
$5.15K - $5.85K
|
100
$5.38K
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100New |
$5.15K - $5.85K
|
100
$5.38K
|
|
May 06, 2025
Q1 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
100+ 2.16% |
$5.15K - $5.85K
|
4.73K
$254K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$5.15K - $5.85K
|
100
$5.38K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
94New |
$4.84K - $5.5K
|
94
$5.06K
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
90+ 2.82% |
$4.63K - $5.27K
|
3.29K
$177K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
71+ 0.8% |
$3.65K - $4.15K
|
8.94K
$481K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
67+ 94.37% |
$3.45K - $3.92K
|
138
$7.43K
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
67+ 1.31% |
$3.45K - $3.92K
|
5.18K
$279K
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
64+ 168.42% |
$3.29K - $3.74K
|
102
$5.49K
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
57+ 1.41% |
$2.93K - $3.34K
|
4.1K
$220K
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
55+ 2.04% |
$2.83K - $3.22K
|
2.76K
$148K
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
53+ 0.13% |
$2.73K - $3.1K
|
42.1K
$2.27M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
49+ 0.85% |
$2.52K - $2.87K
|
5.79K
$311K
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
46New |
$2.37K - $2.69K
|
46
$2.48K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
38+ 2.08% |
$1.96K - $2.22K
|
1.87K
$101K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
36+ 40.0% |
$1.85K - $2.11K
|
126
$6.78K
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
35+ 0.83% |
$1.8K - $2.05K
|
4.27K
$230K
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
35New |
$1.8K - $2.05K
|
35
$1.88K
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
33+ 0.78% |
$1.7K - $1.93K
|
4.27K
$230K
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
25+ 2.75% |
$1.29K - $1.46K
|
933
$50.2K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
25+ 7.96% |
$1.29K - $1.46K
|
339
$18.2K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
23+ 0.15% |
$1.18K - $1.35K
|
15.2K
$817K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
23+ 0.59% |
$1.18K - $1.35K
|
3.92K
$211K
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
18+ 0.23% |
$926 - $1.05K
|
7.96K
$428K
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
17+ 0.34% |
$875 - $995
|
5.02K
$270K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
16+ 2.26% |
$823 - $936
|
725
$39K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14+ 1.98% |
$720 - $819
|
720
$38.7K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
11+ 1.17% |
$566 - $644
|
949
$51.1K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11+ 2.24% |
$566 - $644
|
501
$27K
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11New |
$566 - $644
|
11
$592
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6+ 0.1% |
$309 - $351
|
5.84K
$314K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.44% |
$309 - $351
|
1.38K
$74K
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3New |
$154 - $176
|
3
$161
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2+ 4.08% |
$103 - $117
|
51
$2.74K
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 12.5% |
$51.5 - $58.5
|
9
$484
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 9.09% |
$51.5 - $58.5
|
12
$646
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 0.03% |
$154 - $176
|
12K
$645K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-18- 2.29% |
$926 - $1.05K
|
767
$41.3K
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-18- 0.3% |
$926 - $1.05K
|
6.03K
$325K
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-20- 0.24% |
$1.03K - $1.17K
|
8.21K
$442K
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-39- 4.15% |
$2.01K - $2.28K
|
901
$48.5K
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-48- 0.03% |
$2.47K - $2.81K
|
160K
$8.58M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-58- 8.03% |
$2.98K - $3.39K
|
664
$35.7K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-61- 1.06% |
$3.14K - $3.57K
|
5.71K
$307K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-73- 78.49% |
$3.76K - $4.27K
|
20
$1.08K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-85- 36.96% |
$4.37K - $4.97K
|
145
$7.8K
|