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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5.7K+ 52.91% |
$293K - $334K
|
16.5K
$887K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5.7KNew |
$293K - $334K
|
5.7K
$307K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
5.66K+ 31.62% |
$291K - $331K
|
23.5K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.65K+ 141200.0% |
$291K - $330K
|
5.65K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
5.65K+ 152.52% |
$291K - $330K
|
9.35K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.62KNew |
$289K - $329K
|
5.62K
$302K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.54K+ 20.68% |
$285K - $324K
|
32.3K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
5.39K+ 15.06% |
$277K - $315K
|
41.1K
$2.21M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
5.38K+ 17.21% |
$277K - $314K
|
36.6K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
5.33K+ 85.28% |
$274K - $312K
|
11.6K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.31K+ 26.0% |
$273K - $311K
|
25.7K
$1.38M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
5.16KNew |
$265K - $302K
|
5.16K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Independent Investors Inc
|
BUY
|
- |
5.05KNew |
$260K - $295K
|
5.05K
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.01K+ 2.9% |
$258K - $293K
|
178K
$9.58M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5K+ 40.0% |
$257K - $293K
|
17.5K
$942K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
4.95K+ 8.24% |
$255K - $289K
|
65K
$3.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
4.89K+ 44.11% |
$252K - $286K
|
16K
$860K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
4.88KNew |
$251K - $286K
|
4.88K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
4.68KNew |
$241K - $274K
|
4.68K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.66KNew |
$240K - $273K
|
4.66K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.6K+ 56.08% |
$237K - $269K
|
12.8K
$689K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.59KNew |
$236K - $268K
|
4.59K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.56K+ 50.89% |
$235K - $267K
|
13.5K
$727K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.51K+ 14.84% |
$232K - $264K
|
34.9K
$1.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.48K+ 3.8% |
$230K - $262K
|
122K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.47K+ 78.04% |
$230K - $261K
|
10.2K
$548K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.46K+ 19.02% |
$230K - $261K
|
27.9K
$1.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.4K+ 110.66% |
$226K - $257K
|
8.38K
$451K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.4K+ 4.93% |
$226K - $257K
|
93.6K
$5.04M
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
4.38KNew |
$225K - $256K
|
4.38K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
4.32KNew |
$222K - $253K
|
4.32K
$233K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.25K+ 1.92% |
$218K - $248K
|
225K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
4.23KNew |
$218K - $248K
|
4.23K
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
4.23K+ 19.71% |
$218K - $247K
|
25.7K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.21K+ 8.48% |
$216K - $246K
|
53.8K
$2.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.17K+ 30.73% |
$214K - $244K
|
17.7K
$954K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
4.1KNew |
$211K - $240K
|
4.1K
$221K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.1KNew |
$211K - $240K
|
4.1K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.09KNew |
$211K - $239K
|
4.09K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.07K+ 39.01% |
$210K - $238K
|
14.5K
$781K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
4.05KNew |
$209K - $237K
|
4.05K
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.04KNew |
$208K - $236K
|
4.04K
$217K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.02K+ 188.73% |
$207K - $235K
|
6.15K
$331K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.01KNew |
$206K - $234K
|
4.01K
$216K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
BUY
|
- |
4KNew |
$206K - $234K
|
4K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4KNew |
$206K - $234K
|
4K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.97KNew |
$204K - $232K
|
3.97K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.94K+ 11.67% |
$203K - $230K
|
37.7K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
3.93K+ 16.56% |
$202K - $230K
|
27.7K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.91K+ 78.15% |
$201K - $229K
|
8.92K
$480K
|