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
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8.53K- 57.73% |
$391K - $464K
|
6.25K
$353K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-8.87K- 25.88% |
$407K - $483K
|
25.4K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-9.08K- 55.03% |
$417K - $494K
|
7.42K
$420K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.09K- 45.7% |
$417K - $494K
|
10.8K
$610K
|
|
|
Aug 05, 2025
Q2 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-9.62K- 23.96% |
$441K - $523K
|
30.5K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9.66K- 20.26% |
$443K - $526K
|
38K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.89K- 51.24% |
$454K - $538K
|
9.41K
$532K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.3K- 16.88% |
$472K - $560K
|
50.7K
$2.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-10.3K- 43.91% |
$474K - $562K
|
13.2K
$747K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-11.1K- 10.61% |
$509K - $604K
|
93.4K
$5.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11.3K- 8.66% |
$520K - $617K
|
120K
$6.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-12.4K- 13.42% |
$568K - $674K
|
79.9K
$4.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-13.1K- 73.44% |
$599K - $710K
|
4.72K
$267K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-13.3K- 14.24% |
$611K - $725K
|
80.3K
$4.54M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13.5K- 7.35% |
$620K - $735K
|
170K
$9.64M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-13.6K- 52.33% |
$625K - $741K
|
12.4K
$701K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-14.3K- 43.67% |
$656K - $778K
|
18.4K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 34.73% |
$682K - $809K
|
27.9K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-15.5K- 15.51% |
$713K - $846K
|
84.7K
$4.79M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-16K- 47.32% |
$735K - $872K
|
17.8K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-16.9K- 28.06% |
$777K - $921K
|
43.4K
$2.45M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-17.1K- 16.51% |
$785K - $931K
|
86.5K
$4.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-17.2K- 2.38% |
$788K - $935K
|
705K
$39.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.1K- 80.78% |
$829K - $983K
|
4.3K
$243K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-18.3K- 26.5% |
$840K - $996K
|
50.8K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-18.7K- 14.04% |
$860K - $1.02M
|
115K
$6.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-20.2K- 89.73% |
$925K - $1.1M
|
2.31K
$130K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-21.1K- 51.68% |
$968K - $1.15M
|
19.7K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-21.6K- 39.45% |
$989K - $1.17M
|
33.1K
$1.87M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-23.6K- 15.38% |
$1.09M - $1.29M
|
130K
$7.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-26.4K- 52.94% |
$1.21M - $1.44M
|
23.5K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-26.5K- 46.09% |
$1.21M - $1.44M
|
30.9K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.9K- 51.11% |
$1.24M - $1.47M
|
25.8K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-27.1K- 28.24% |
$1.24M - $1.47M
|
68.8K
$3.89M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-29.2K- 69.81% |
$1.34M - $1.59M
|
12.6K
$713K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-29.4K- 28.57% |
$1.35M - $1.6M
|
73.6K
$4.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-31.8K- 17.74% |
$1.46M - $1.73M
|
148K
$8.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-33K- 71.23% |
$1.51M - $1.79M
|
13.3K
$753K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-41.8K- 86.83% |
$1.92M - $2.28M
|
6.35K
$359K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-41.8K- 86.83% |
$1.92M - $2.28M
|
6.35K
$359K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-44.1K- 12.01% |
$2.02M - $2.4M
|
323K
$18.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-45.3K- 14.89% |
$2.08M - $2.46M
|
259K
$14.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
SELL
|
- |
-46.3K- 21.05% |
$2.12M - $2.52M
|
174K
$9.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-48K- 53.37% |
$2.2M - $2.61M
|
41.9K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50.5K- 8.59% |
$2.32M - $2.75M
|
537K
$30.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-55K- 58.61% |
$2.52M - $2.99M
|
38.9K
$2.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-56.7K- 92.84% |
$2.6M - $3.09M
|
4.37K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-61K- 24.45% |
$2.8M - $3.32M
|
189K
$10.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-68.8K- 89.8% |
$3.16M - $3.74M
|
7.81K
$442K
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-70.2K- 31.21% |
$3.22M - $3.82M
|
155K
$8.76M
|