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
$4.87B
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.26M+ 20.81% |
$104M - $123M
|
13.1M
$741M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.53M+ 15.97% |
$70.3M - $83.4M
|
11.1M
$630M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
806K+ 28.96% |
$37M - $43.9M
|
3.59M
$203M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
771K+ 11.34% |
$35.4M - $41.9M
|
7.57M
$428M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
736K+ 23.89% |
$33.8M - $40M
|
3.82M
$216M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
496K+ 15.52% |
$22.8M - $27M
|
3.69M
$209M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
442K+ 4392.58% |
$20.3M - $24M
|
452K
$25.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
431K+ 91.05% |
$19.8M - $23.4M
|
904K
$51.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
385K+ 1932.16% |
$17.6M - $20.9M
|
404K
$22.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
380K+ 541.14% |
$17.5M - $20.7M
|
451K
$25.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
376K+ 40.62% |
$17.2M - $20.4M
|
1.3M
$73.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
354K+ 1.81% |
$16.2M - $19.2M
|
19.9M
$1.12B
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
279K+ 65.97% |
$12.8M - $15.2M
|
702K
$39.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
271KNew |
$12.5M - $14.8M
|
271K
$15.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
208K+ 22.2% |
$9.53M - $11.3M
|
1.14M
$64.7M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
182K+ 61.79% |
$8.34M - $9.89M
|
476K
$26.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
173K+ 252.99% |
$7.94M - $9.42M
|
242K
$13.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
155K+ 29.35% |
$7.12M - $8.44M
|
684K
$38.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
133K+ 194.9% |
$6.1M - $7.23M
|
201K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
130K+ 18.04% |
$5.96M - $7.06M
|
849K
$48M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
123K+ 3.64% |
$5.66M - $6.71M
|
3.51M
$198M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
120K+ 14.23% |
$5.51M - $6.53M
|
964K
$54.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
120K+ 2613.73% |
$5.49M - $6.5M
|
124K
$7.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
116K+ 4.23% |
$5.32M - $6.31M
|
2.86M
$162M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
112K+ 71.29% |
$5.13M - $6.08M
|
269K
$15.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
105K+ 35.33% |
$4.81M - $5.7M
|
402K
$22.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
103K+ 6.51% |
$4.74M - $5.62M
|
1.69M
$95.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
102K+ 9.16% |
$4.7M - $5.58M
|
1.22M
$69.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
99.9K+ 20.58% |
$4.58M - $5.43M
|
585K
$33.1M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
97.8KNew |
$4.49M - $5.32M
|
97.8K
$5.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
97.4K+ 2.66% |
$4.47M - $5.3M
|
3.77M
$213M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
96.8K+ 146.55% |
$4.44M - $5.27M
|
163K
$9.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
95K+ 2.49% |
$4.36M - $5.17M
|
3.91M
$221M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
90.9KNew |
$4.17M - $4.94M
|
90.9K
$5.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
81.6K+ 21.67% |
$3.74M - $4.44M
|
458K
$25.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
80.6K+ 4.35% |
$3.7M - $4.38M
|
1.93M
$109M
|
|
|
Aug 04, 2025
Q2 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
79.8KNew |
$3.66M - $4.34M
|
79.8K
$4.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
78.9K+ 14.08% |
$3.62M - $4.29M
|
639K
$36.1M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
72.3KNew |
$3.32M - $3.93M
|
72.3K
$4.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
67.3K+ 1248.47% |
$3.09M - $3.66M
|
72.7K
$4.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
64.6K+ 81.35% |
$2.96M - $3.52M
|
144K
$8.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
64.5K+ 15.21% |
$2.96M - $3.51M
|
489K
$27.6M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
64.4K+ 34.14% |
$2.95M - $3.5M
|
253K
$14.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64.1K+ 11.27% |
$2.94M - $3.49M
|
633K
$35.8M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63.3K+ 7.58% |
$2.9M - $3.44M
|
899K
$50.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
63.2K+ 60.63% |
$2.9M - $3.44M
|
167K
$9.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
62.9K+ 33.34% |
$2.89M - $3.42M
|
252K
$14.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
60.2K+ 6.21% |
$2.76M - $3.27M
|
1.03M
$58.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
58.6K+ 27.27% |
$2.69M - $3.19M
|
273K
$15.4M
|