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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-600- 11.32% |
$27.5K - $32.6K
|
4.7K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-603- 3.67% |
$27.7K - $32.8K
|
15.8K
$894K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-647- 2.06% |
$29.7K - $35.2K
|
30.7K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-649- 1.44% |
$29.8K - $35.3K
|
44.3K
$2.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-671- 2.16% |
$30.8K - $36.5K
|
30.4K
$1.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-676- 11.75% |
$31K - $36.8K
|
5.08K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-701- 5.82% |
$32.2K - $38.1K
|
11.3K
$641K
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-727- 0.64% |
$33.4K - $39.5K
|
113K
$6.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-730- 2.17% |
$33.5K - $39.7K
|
33K
$1.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-737- 10.5% |
$33.8K - $40.1K
|
6.29K
$355K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-793- 3.12% |
$36.4K - $43.1K
|
24.6K
$1.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-809- 6.33% |
$37.1K - $44K
|
12K
$677K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-860- 6.0% |
$39.5K - $46.8K
|
13.5K
$762K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-887- 6.05% |
$40.7K - $48.3K
|
13.8K
$778K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-909- 12.8% |
$41.7K - $49.4K
|
6.19K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-933- 3.37% |
$42.8K - $50.8K
|
26.8K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-981- 6.12% |
$45K - $53.4K
|
15K
$851K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.03K- 14.94% |
$47K - $55.8K
|
5.84K
$330K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-1.05K- 93.43% |
$48.3K - $57.3K
|
74
$4.18K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.15K- 3.09% |
$52.7K - $62.5K
|
36K
$2.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.17K- 8.0% |
$53.6K - $63.6K
|
13.4K
$760K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.19K- 12.28% |
$54.4K - $64.5K
|
8.47K
$479K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.19K- 3.15% |
$54.5K - $64.6K
|
36.5K
$2.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.2K- 82.76% |
$55.1K - $65.3K
|
250
$14.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 19.53% |
$57.4K - $68K
|
5.15K
$291K
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-1.33K- 7.32% |
$61.2K - $72.6K
|
16.9K
$955K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.38K- 1.53% |
$63.5K - $75.3K
|
89K
$5.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.42K- 16.43% |
$65.2K - $77.3K
|
7.23K
$409K
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
SELL
|
- |
-1.43K- 12.73% |
$65.5K - $77.6K
|
9.79K
$553K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.45K- 7.71% |
$66.6K - $79K
|
17.4K
$983K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.56K- 14.17% |
$71.5K - $84.8K
|
9.43K
$533K
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1.57K- 11.16% |
$72.1K - $85.5K
|
12.5K
$708K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.58K- 9.87% |
$72.4K - $85.9K
|
14.4K
$815K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.63K- 13.79% |
$74.9K - $88.8K
|
10.2K
$577K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.67K- 9.99% |
$76.6K - $90.8K
|
15K
$850K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.67K- 48.06% |
$76.8K - $91.1K
|
1.81K
$102K
|
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.89K- 18.31% |
$86.7K - $103K
|
8.43K
$477K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.89K- 12.19% |
$86.8K - $103K
|
13.6K
$770K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.96K- 3.28% |
$90.1K - $107K
|
58K
$3.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.12K- 15.03% |
$97.2K - $115K
|
12K
$677K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.15K- 34.96% |
$98.6K - $117K
|
4K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-2.16K- 5.25% |
$99.1K - $118K
|
39K
$2.2M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.26K- 65.51% |
$104K - $123K
|
1.19K
$67.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.32K- 9.97% |
$107K - $126K
|
21K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
SELL
|
- |
-2.38K- 21.33% |
$109K - $129K
|
8.77K
$496K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.4K- 1.3% |
$110K - $130K
|
182K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.54K- 8.91% |
$116K - $138K
|
25.9K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-2.64K- 8.22% |
$121K - $144K
|
29.5K
$1.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.78K- 4.01% |
$128K - $151K
|
66.6K
$3.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.8K- 29.86% |
$128K - $152K
|
6.57K
$371K
|