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 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.94K- 16.69% |
$135K - $160K
|
14.7K
$828K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.97K- 9.09% |
$136K - $162K
|
29.7K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.06K- 37.05% |
$140K - $166K
|
5.19K
$294K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.07K- 5.19% |
$141K - $167K
|
56K
$3.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-3.12K- 1.82% |
$143K - $170K
|
169K
$9.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.13K- 16.65% |
$143K - $170K
|
15.7K
$885K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-3.24K- 7.79% |
$149K - $176K
|
38.4K
$2.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.27K- 16.65% |
$150K - $178K
|
16.4K
$925K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-3.3K- 4.22% |
$151K - $180K
|
74.9K
$4.24M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.45K- 3.97% |
$158K - $188K
|
83.5K
$4.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-3.45K- 4.65% |
$158K - $188K
|
70.7K
$4M
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-3.63K- 2.76% |
$167K - $198K
|
128K
$7.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-3.65K- 14.8% |
$167K - $198K
|
21K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.81K- 6.08% |
$175K - $207K
|
58.9K
$3.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-3.83K- 14.89% |
$175K - $208K
|
21.9K
$1.24M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.89K- 97.05% |
$178K - $212K
|
118
$6.67K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.89K- 3.65% |
$179K - $212K
|
103K
$5.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3.94K- 22.34% |
$181K - $214K
|
13.7K
$774K
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
SELL
|
- |
-3.99K- 2.2% |
$183K - $217K
|
177K
$10M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.01K- 4.34% |
$184K - $218K
|
88.4K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-4.06K- 1.8% |
$186K - $221K
|
221K
$12.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.27K- 6.12% |
$196K - $232K
|
65.4K
$3.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.44K- 3.31% |
$204K - $241K
|
130K
$7.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-5.37K- 20.48% |
$246K - $292K
|
20.8K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.55K- 4.83% |
$255K - $302K
|
110K
$6.19M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5.59K- 8.93% |
$256K - $304K
|
56.9K
$3.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.62K- 49.88% |
$258K - $306K
|
5.65K
$319K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-5.64K- 42.52% |
$259K - $307K
|
7.62K
$431K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-5.72K- 8.58% |
$262K - $311K
|
60.9K
$3.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-5.75K- 12.88% |
$264K - $313K
|
38.9K
$2.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.87K- 99.8% |
$269K - $319K
|
12
$678
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.88K- 10.06% |
$270K - $320K
|
52.6K
$2.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-5.89K- 29.17% |
$270K - $320K
|
14.3K
$809K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.01K- 13.61% |
$276K - $327K
|
38.1K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.07K- 18.8% |
$278K - $330K
|
26.2K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.25K- 6.01% |
$287K - $340K
|
97.7K
$5.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6.42K- 96.98% |
$295K - $349K
|
200
$11.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.55K- 5.9% |
$301K - $356K
|
104K
$5.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-6.57K- 55.89% |
$301K - $357K
|
5.18K
$293K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.76K- 27.29% |
$310K - $368K
|
18K
$1.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.82K- 30.79% |
$313K - $371K
|
15.3K
$867K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7K- 40.0% |
$321K - $381K
|
10.5K
$594K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.32K- 18.63% |
$336K - $398K
|
32K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.76K- 25.89% |
$356K - $422K
|
22.2K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.9K- 0.65% |
$363K - $430K
|
1.2M
$67.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-8.17K- 20.15% |
$375K - $445K
|
32.4K
$1.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-8.25K- 37.07% |
$378K - $449K
|
14K
$792K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.34K- 62.41% |
$382K - $453K
|
5.02K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.41K- 38.47% |
$386K - $457K
|
13.4K
$760K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.43K- 55.83% |
$387K - $458K
|
6.67K
$377K
|