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 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.09K+ 21.96% |
$188K - $222K
|
22.7K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.06K+ 5.83% |
$186K - $221K
|
73.7K
$3.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
4.02KNew |
$185K - $219K
|
4.02K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
3.99K+ 14.03% |
$183K - $217K
|
32.4K
$1.75M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.84KNew |
$176K - $209K
|
3.84K
$207K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.76KNew |
$172K - $204K
|
3.76K
$202K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.75K+ 8.52% |
$172K - $204K
|
47.8K
$2.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.25K+ 23.37% |
$149K - $177K
|
17.1K
$922K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.17K+ 3.04% |
$146K - $173K
|
107K
$5.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
3.17K+ 7.59% |
$145K - $172K
|
44.9K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.13K+ 15.75% |
$144K - $170K
|
23K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.05K+ 6.46% |
$140K - $166K
|
50.2K
$2.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.85K+ 41.61% |
$131K - $155K
|
9.7K
$522K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.83K+ 50.02% |
$130K - $154K
|
8.48K
$456K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.74K+ 3.08% |
$126K - $149K
|
91.6K
$4.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
2.5K+ 4.18% |
$114K - $136K
|
62.2K
$3.35M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 6.04% |
$107K - $126K
|
40.8K
$2.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.18K+ 8.03% |
$100K - $119K
|
29.3K
$1.58M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.04K+ 12.33% |
$93.6K - $111K
|
18.6K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.98K+ 18.59% |
$91K - $108K
|
12.7K
$681K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.9K+ 18.24% |
$86.9K - $103K
|
12.3K
$661K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.89K+ 31.16% |
$86.7K - $103K
|
7.96K
$428K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 14.16% |
$77.9K - $92.3K
|
13.7K
$736K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.67K+ 15.22% |
$76.8K - $91.1K
|
12.7K
$682K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.46K+ 3.25% |
$67K - $79.4K
|
46.3K
$2.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.44K+ 34.3% |
$66K - $78.2K
|
5.63K
$303K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.33K+ 21.97% |
$60.8K - $72.1K
|
7.36K
$396K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.27K+ 31.46% |
$58.3K - $69.1K
|
5.31K
$286K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.25K+ 3.35% |
$57.3K - $67.9K
|
38.6K
$2.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
853+ 5.34% |
$39.1K - $46.4K
|
16.8K
$906K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
624+ 4.39% |
$28.6K - $33.9K
|
14.8K
$798K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
621+ 1.51% |
$28.5K - $33.8K
|
41.8K
$2.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
563+ 2.82% |
$25.8K - $30.6K
|
20.6K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
481+ 2.62% |
$22.1K - $26.2K
|
18.9K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
445+ 2.42% |
$20.4K - $24.2K
|
18.9K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
387+ 1.92% |
$17.8K - $21.1K
|
20.5K
$1.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
343+ 3.67% |
$15.7K - $18.7K
|
9.69K
$522K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
343+ 3.65% |
$15.7K - $18.7K
|
9.75K
$525K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
342+ 1.23% |
$15.7K - $18.6K
|
28.2K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
333+ 1.61% |
$15.3K - $18.1K
|
21K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
315+ 3.94% |
$14.5K - $17.1K
|
8.31K
$447K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
250New |
$11.5K - $13.6K
|
250
$13.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
174+ 1.41% |
$7.98K - $9.47K
|
12.5K
$674K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
162+ 4.13% |
$7.43K - $8.81K
|
4.09K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
147+ 3.17% |
$6.74K - $8K
|
4.79K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
141New |
$6.47K - $7.67K
|
141
$7.59K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
114+ 0.69% |
$5.23K - $6.2K
|
16.6K
$892K
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.94% |
$4.59K - $5.44K
|
10.8K
$580K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
69+ 69.0% |
$3.17K - $3.75K
|
169
$9.09K
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
51+ 0.42% |
$2.34K - $2.77K
|
12.3K
$663K
|