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 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
54.7K+ 45.78% |
$2.51M - $2.98M
|
174K
$9.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.2K+ 8.73% |
$2.12M - $2.51M
|
575K
$32.5M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
44.3K+ 1.75% |
$2.03M - $2.41M
|
2.58M
$146M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
44.1K+ 44.43% |
$2.02M - $2.4M
|
143K
$8.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
44.1KNew |
$2.02M - $2.4M
|
44.1K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
41.9K+ 255.98% |
$1.92M - $2.28M
|
58.3K
$3.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41.7K+ 37.58% |
$1.91M - $2.27M
|
153K
$8.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
41.1K+ 21.34% |
$1.88M - $2.23M
|
234K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
38.3K+ 72.64% |
$1.76M - $2.09M
|
91.1K
$5.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
37.4K+ 71.28% |
$1.72M - $2.03M
|
89.9K
$5.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.1K+ 6.27% |
$1.7M - $2.02M
|
628K
$35.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
37K+ 45.87% |
$1.7M - $2.01M
|
118K
$6.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
36.9K+ 1285.35% |
$1.69M - $2.01M
|
39.8K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
36.8KNew |
$1.69M - $2M
|
36.8K
$2.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
36KNew |
$1.65M - $1.96M
|
36K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
35.7K+ 113.84% |
$1.64M - $1.94M
|
67.1K
$3.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
35.6K+ 133.5% |
$1.63M - $1.94M
|
62.3K
$3.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
35.5K+ 68.99% |
$1.63M - $1.93M
|
87K
$4.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33.3KNew |
$1.53M - $1.81M
|
33.3K
$1.89M
|
|
|
Jul 21, 2025
Q2 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
33.3K+ 8.43% |
$1.53M - $1.81M
|
428K
$24.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
31.7K+ 17.64% |
$1.46M - $1.73M
|
212K
$12M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
31.2K+ 73.54% |
$1.43M - $1.7M
|
73.7K
$4.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
31K+ 302.87% |
$1.42M - $1.69M
|
41.3K
$2.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
30.9K+ 14.05% |
$1.42M - $1.68M
|
251K
$14.2M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
30.7K+ 260.8% |
$1.41M - $1.67M
|
42.5K
$2.4M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30.6K+ 72.55% |
$1.4M - $1.66M
|
72.8K
$4.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
30.4K+ 35.75% |
$1.4M - $1.66M
|
116K
$6.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
29.9K+ 17.64% |
$1.37M - $1.63M
|
199K
$11.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
29.5K+ 6.76% |
$1.35M - $1.6M
|
466K
$26.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
29.4K+ 5.72% |
$1.35M - $1.6M
|
543K
$30.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
29.1K+ 354.64% |
$1.34M - $1.58M
|
37.3K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
28.2K+ 12.88% |
$1.29M - $1.53M
|
247K
$14M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.1K+ 21.12% |
$1.29M - $1.53M
|
161K
$9.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
28KNew |
$1.29M - $1.52M
|
28K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
27.9KNew |
$1.28M - $1.52M
|
27.9K
$1.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.6K+ 10.62% |
$1.27M - $1.5M
|
288K
$16.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
27.3K+ 369.51% |
$1.25M - $1.49M
|
34.7K
$1.96M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
27K+ 25.01% |
$1.24M - $1.47M
|
135K
$7.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
26.1K+ 20.71% |
$1.2M - $1.42M
|
152K
$8.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
25.5K+ 55.08% |
$1.17M - $1.39M
|
71.9K
$4.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
24.5K+ 20.86% |
$1.12M - $1.33M
|
142K
$8.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.2K+ 4.16% |
$1.11M - $1.32M
|
606K
$34.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
24.2K+ 6.85% |
$1.11M - $1.31M
|
377K
$21.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24.2KNew |
$1.11M - $1.31M
|
24.2K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
23.3K+ 161.56% |
$1.07M - $1.27M
|
37.6K
$2.13M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
22.9K+ 133.1% |
$1.05M - $1.25M
|
40.2K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.9K+ 2.11% |
$1.05M - $1.25M
|
1.11M
$62.6M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
22.4K+ 75.89% |
$1.03M - $1.22M
|
51.9K
$2.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
22.1K+ 7.42% |
$1.02M - $1.2M
|
320K
$18.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
21.7KNew |
$996K - $1.18M
|
21.7K
$1.23M
|