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 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-235K- 92.19% |
$12.1M - $13.7M
|
19.9K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-331K- 84.45% |
$17M - $19.4M
|
60.9K
$3.28M
|
|
|
May 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-405K- 99.72% |
$20.8M - $23.7M
|
1.13K
$60.6K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-434K- 97.36% |
$22.3M - $25.4M
|
11.8K
$634K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-453K- 43.4% |
$23.3M - $26.5M
|
591K
$31.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
SELL
|
- |
-495K- 95.2% |
$25.5M - $29M
|
25K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-766K- 98.07% |
$39.4M - $44.8M
|
15.1K
$812K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-831K- 44.29% |
$42.8M - $48.6M
|
1.05M
$56.3M
|