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
|
Capital Advisors Inc
|
BUY
|
- |
21.5K+ 2.29% |
$985K - $1.17M
|
957K
$54.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.9K+ 119.73% |
$961K - $1.14M
|
38.4K
$2.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
20.8KNew |
$956K - $1.13M
|
20.8K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.8K+ 162.38% |
$954K - $1.13M
|
33.6K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.6K+ 31.02% |
$946K - $1.12M
|
87.1K
$4.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
20.1KNew |
$924K - $1.1M
|
20.1K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
20.1K+ 273.56% |
$924K - $1.1M
|
27.5K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
19.8K+ 35.96% |
$906K - $1.07M
|
74.7K
$4.22M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
19.3KNew |
$885K - $1.05M
|
19.3K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
19.2KNew |
$882K - $1.05M
|
19.2K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
19.1K+ 35.55% |
$875K - $1.04M
|
72.8K
$4.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18.8K+ 179.26% |
$864K - $1.02M
|
29.3K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
18.5KNew |
$849K - $1.01M
|
18.5K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
17.8K+ 13.25% |
$817K - $969K
|
152K
$8.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
17.8K+ 29.09% |
$817K - $968K
|
79K
$4.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
17.6K+ 12.42% |
$809K - $959K
|
160K
$9.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
17.5K+ 61.66% |
$803K - $952K
|
45.9K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
17.5K+ 17.33% |
$801K - $950K
|
118K
$6.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
17.1KNew |
$785K - $931K
|
17.1K
$968K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
17.1KNew |
$785K - $930K
|
17.1K
$967K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.1K+ 30.68% |
$783K - $929K
|
72.7K
$4.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17K+ 20.61% |
$780K - $924K
|
99.4K
$5.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
17K+ 32.92% |
$779K - $923K
|
68.5K
$3.87M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
16.9KNew |
$775K - $919K
|
16.9K
$955K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.8K+ 27.03% |
$769K - $912K
|
78.8K
$4.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.2K+ 15.53% |
$743K - $881K
|
120K
$6.81M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
16.1KNew |
$739K - $877K
|
16.1K
$911K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
16.1KNew |
$739K - $876K
|
16.1K
$910K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
16.1KNew |
$737K - $874K
|
16.1K
$908K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$726K - $860K
|
15.8K
$894K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
15.6KNew |
$717K - $851K
|
15.6K
$884K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.4K+ 26.86% |
$706K - $837K
|
72.7K
$4.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
15.1K+ 19.78% |
$692K - $821K
|
91.4K
$5.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.1K+ 55.25% |
$691K - $819K
|
42.3K
$2.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
15K+ 17.98% |
$689K - $817K
|
98.6K
$5.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
14.9K+ 4.99% |
$685K - $812K
|
314K
$17.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
14.9K+ 35.73% |
$683K - $809K
|
56.5K
$3.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
14.6K+ 36.04% |
$669K - $793K
|
55.1K
$3.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14.5K+ 133.81% |
$665K - $788K
|
25.3K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.1K+ 196.61% |
$647K - $767K
|
21.3K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
14.1K+ 7.45% |
$645K - $765K
|
203K
$11.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14K+ 23.82% |
$644K - $764K
|
73K
$4.13M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14K+ 79.23% |
$642K - $762K
|
31.7K
$1.79M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.3K+ 16.39% |
$611K - $725K
|
94.7K
$5.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.1K+ 20.99% |
$600K - $712K
|
75.4K
$4.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
12.9KNew |
$594K - $704K
|
12.9K
$732K
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
12.9KNew |
$593K - $704K
|
12.9K
$731K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$591K - $701K
|
12.9K
$729K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
12.7K+ 20.66% |
$581K - $689K
|
74K
$4.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
12.6K+ 13.0% |
$580K - $687K
|
110K
$6.21M
|