Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
86M+ 99863.75% |
$3.95B - $4.68B
|
86.1M
$4.63B
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
380K+ 541.14% |
$17.5M - $20.7M
|
451K
$24.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
105K+ 35.33% |
$4.81M - $5.7M
|
402K
$21.6M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
97.8KNew |
$4.49M - $5.32M
|
97.8K
$5.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
96.8K+ 146.55% |
$4.44M - $5.27M
|
163K
$8.76M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
63.2K+ 60.63% |
$2.9M - $3.44M
|
167K
$9.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
41.1K+ 21.34% |
$1.88M - $2.23M
|
234K
$12.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
37.4K+ 71.28% |
$1.72M - $2.03M
|
89.9K
$4.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
37K+ 45.87% |
$1.7M - $2.01M
|
118K
$6.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
35.7K+ 113.84% |
$1.64M - $1.94M
|
67.1K
$3.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
35.6K+ 133.5% |
$1.63M - $1.94M
|
62.3K
$3.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33.3KNew |
$1.53M - $1.81M
|
33.3K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
30.9K+ 14.05% |
$1.42M - $1.68M
|
251K
$13.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
29.5K+ 6.76% |
$1.35M - $1.6M
|
466K
$25.1M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
27K+ 25.01% |
$1.24M - $1.47M
|
135K
$7.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
25.5K+ 55.08% |
$1.17M - $1.39M
|
71.9K
$3.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.9K+ 2.11% |
$1.05M - $1.25M
|
1.11M
$59.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18.8K+ 179.26% |
$864K - $1.02M
|
29.3K
$1.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.8K+ 27.03% |
$769K - $912K
|
78.8K
$4.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
14.9K+ 4.99% |
$685K - $812K
|
314K
$16.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
14.9K+ 35.73% |
$683K - $809K
|
56.5K
$3.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 133.81% |
$665K - $788K
|
25.3K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14K+ 23.82% |
$644K - $764K
|
73K
$3.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
12.9KNew |
$594K - $704K
|
12.9K
$696K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
12.6K+ 13.0% |
$580K - $687K
|
110K
$5.91M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
11.8K+ 294.25% |
$540K - $640K
|
15.8K
$849K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11.6K+ 23.87% |
$534K - $634K
|
60.4K
$3.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
11.2K+ 45.01% |
$516K - $611K
|
36.2K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
10.5K+ 243.44% |
$483K - $572K
|
14.8K
$799K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.5K+ 19.09% |
$483K - $572K
|
65.6K
$3.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10.5KNew |
$481K - $571K
|
10.5K
$565K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
8.95KNew |
$410K - $487K
|
8.95K
$481K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.74K+ 27.79% |
$401K - $475K
|
40.2K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
7.9K+ 17.41% |
$363K - $430K
|
53.3K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.42KNew |
$341K - $404K
|
7.42K
$399K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.19K+ 37.38% |
$330K - $391K
|
26.4K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.18K+ 58.7% |
$330K - $391K
|
19.4K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.06K+ 5.33% |
$324K - $384K
|
139K
$7.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
7KNew |
$321K - $381K
|
7K
$377K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.86K+ 21.21% |
$315K - $373K
|
39.2K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.8K+ 24.58% |
$312K - $370K
|
34.5K
$1.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.21K+ 5.85% |
$285K - $338K
|
112K
$6.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.01K+ 8.89% |
$276K - $327K
|
73.6K
$3.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.5K+ 22.24% |
$252K - $299K
|
30.2K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.36K+ 95.63% |
$246K - $292K
|
11K
$590K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.91K+ 20.91% |
$225K - $267K
|
28.4K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.6K+ 7.76% |
$211K - $250K
|
63.9K
$3.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.59K+ 52.21% |
$210K - $250K
|
13.4K
$720K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.41KNew |
$202K - $240K
|
4.41K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.12K+ 51.53% |
$189K - $224K
|
12.1K
$652K
|