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 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4+ 3.92% |
$184 - $218
|
106
$5.99K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.6% |
$184 - $218
|
668
$37.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2+ 0.21% |
$91.8 - $109
|
935
$52.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.96% |
$45.9 - $54.4
|
52
$2.94K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1New |
$45.9 - $54.4
|
1
$56.5
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$45.9 - $54.4
|
15.2K
$858K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-12- 0.27% |
$551 - $653
|
4.46K
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13- 0.04% |
$596 - $707
|
31.1K
$1.76M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-15- 0.37% |
$688 - $816
|
4.08K
$231K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-17- 1.34% |
$780 - $925
|
1.25K
$70.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-47- 0.32% |
$2.16K - $2.56K
|
14.5K
$820K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 2.98% |
$2.29K - $2.72K
|
1.63K
$92.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-50- 1.14% |
$2.29K - $2.72K
|
4.33K
$245K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-65- 0.16% |
$2.98K - $3.54K
|
39.5K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-73- 0.17% |
$3.35K - $3.97K
|
42.6K
$2.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-89- 0.91% |
$4.08K - $4.84K
|
9.7K
$548K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-95- 1.91% |
$4.36K - $5.17K
|
4.87K
$275K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-101- 11.21% |
$4.63K - $5.49K
|
800
$45.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-127- 2.89% |
$5.83K - $6.91K
|
4.26K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-134- 27.29% |
$6.15K - $7.29K
|
357
$20.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-145- 20.14% |
$6.65K - $7.89K
|
575
$32.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-152- 22.25% |
$6.97K - $8.27K
|
531
$30K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-179- 1.74% |
$8.21K - $9.74K
|
10.1K
$570K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-182- 2.17% |
$8.35K - $9.9K
|
8.2K
$463K
|
|
|
Aug 04, 2025
Q2 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-200- 10.39% |
$9.18K - $10.9K
|
1.73K
$97.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-200- 0.88% |
$9.18K - $10.9K
|
22.4K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-249- 5.7% |
$11.4K - $13.5K
|
4.12K
$233K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-250- 4.68% |
$11.5K - $13.6K
|
5.09K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-270- 1.25% |
$12.4K - $14.7K
|
21.4K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-270- 4.94% |
$12.4K - $14.7K
|
5.2K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-273- 1.65% |
$12.5K - $14.9K
|
16.3K
$922K
|
|
|
Jul 30, 2025
Q2 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-292- 2.81% |
$13.4K - $15.9K
|
10.1K
$570K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-296- 1.8% |
$13.6K - $16.1K
|
16.2K
$915K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-303- 25.99% |
$13.9K - $16.5K
|
863
$48.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-309- 2.88% |
$14.2K - $16.8K
|
10.4K
$589K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-311- 7.59% |
$14.3K - $16.9K
|
3.78K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-347- 2.59% |
$15.9K - $18.9K
|
13.1K
$738K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-384- 0.9% |
$17.6K - $20.9K
|
42.4K
$2.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-385- 3.45% |
$17.7K - $20.9K
|
10.8K
$608K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-440- 2.69% |
$20.2K - $23.9K
|
15.9K
$900K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-500- 41.67% |
$22.9K - $27.2K
|
700
$39.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-535- 12.04% |
$24.5K - $29.1K
|
3.91K
$221K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-540- 10.58% |
$24.8K - $29.4K
|
4.56K
$258K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-554- 76.41% |
$25.4K - $30.1K
|
171
$9.67K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-563- 3.0% |
$25.8K - $30.6K
|
18.2K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-565- 10.54% |
$25.9K - $30.7K
|
4.8K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-574- 2.47% |
$26.3K - $31.2K
|
22.7K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-599- 5.68% |
$27.5K - $32.6K
|
9.95K
$562K
|
|
|
Aug 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-600- 9.52% |
$27.5K - $32.6K
|
5.7K
$322K
|