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 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
162+ 4.13% |
$7.43K - $8.81K
|
4.09K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
161+ 21.44% |
$7.39K - $8.76K
|
912
$51.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
155+ 1.52% |
$7.11K - $8.43K
|
10.3K
$585K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
150+ 3.47% |
$6.88K - $8.16K
|
4.48K
$253K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
147+ 3.17% |
$6.74K - $8K
|
4.79K
$271K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
141New |
$6.47K - $7.67K
|
141
$7.97K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
138+ 0.99% |
$6.33K - $7.51K
|
14.1K
$796K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
136+ 8.88% |
$6.24K - $7.4K
|
1.67K
$94.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
123+ 0.24% |
$5.64K - $6.69K
|
51.2K
$2.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
122+ 0.51% |
$5.6K - $6.64K
|
24.3K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
118+ 36.2% |
$5.41K - $6.42K
|
444
$25.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
115New |
$5.28K - $6.26K
|
115
$6.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
114+ 0.69% |
$5.23K - $6.2K
|
16.6K
$937K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.94% |
$4.59K - $5.44K
|
10.8K
$609K
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
100New |
$4.59K - $5.44K
|
100
$5.65K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
91New |
$4.18K - $4.95K
|
91
$5.15K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
78+ 2.83% |
$3.58K - $4.24K
|
2.83K
$160K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
73+ 3.96% |
$3.35K - $3.97K
|
1.92K
$108K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
70+ 0.9% |
$3.21K - $3.81K
|
7.86K
$444K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
69+ 69.0% |
$3.17K - $3.75K
|
169
$9.56K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
58+ 0.96% |
$2.66K - $3.16K
|
6.12K
$346K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
53+ 1.15% |
$2.43K - $2.88K
|
4.68K
$264K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
51+ 0.42% |
$2.34K - $2.77K
|
12.3K
$696K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
50+ 3.21% |
$2.29K - $2.72K
|
1.61K
$90.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
50+ 1.29% |
$2.29K - $2.72K
|
3.92K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
45+ 0.11% |
$2.06K - $2.45K
|
42.1K
$2.38M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
42+ 1.28% |
$1.93K - $2.28K
|
3.33K
$188K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
41+ 0.4% |
$1.88K - $2.23K
|
10.3K
$583K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
39+ 0.85% |
$1.79K - $2.12K
|
4.61K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
37+ 0.18% |
$1.7K - $2.01K
|
20.8K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
35+ 3.31% |
$1.61K - $1.9K
|
1.09K
$61.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
32New |
$1.47K - $1.74K
|
32
$1.81K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
26+ 0.46% |
$1.19K - $1.41K
|
5.74K
$324K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
20+ 0.31% |
$918 - $1.09K
|
6.57K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
20+ 0.33% |
$918 - $1.09K
|
6.1K
$345K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
19+ 158.33% |
$872 - $1.03K
|
31
$1.75K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19New |
$872 - $1.03K
|
19
$1.07K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
19+ 0.39% |
$872 - $1.03K
|
4.9K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
18+ 0.22% |
$826 - $979
|
8.25K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
17New |
$780 - $925
|
17
$961
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
17+ 0.42% |
$780 - $925
|
4.07K
$230K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
15New |
$688 - $816
|
15
$848
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 20.83% |
$688 - $816
|
87
$4.92K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
14+ 1.91% |
$642 - $762
|
746
$42.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 8.28% |
$551 - $653
|
157
$8.88K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
12+ 0.15% |
$551 - $653
|
7.98K
$451K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 0.47% |
$459 - $544
|
2.14K
$121K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9+ 0.11% |
$413 - $490
|
8.16K
$461K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 0.58% |
$367 - $435
|
1.38K
$78.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7+ 233.33% |
$321 - $381
|
10
$565
|