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 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
50+ 1.29% |
$2.29K - $2.72K
|
3.92K
$211K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
42+ 1.28% |
$1.93K - $2.28K
|
3.33K
$179K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
19+ 0.39% |
$872 - $1.03K
|
4.9K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
18+ 0.22% |
$826 - $979
|
8.25K
$444K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 20.83% |
$688 - $816
|
87
$4.68K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 0.47% |
$459 - $544
|
2.14K
$115K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
7+ 233.33% |
$321 - $381
|
10
$538
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$45.9 - $54.4
|
15.2K
$817K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13- 0.04% |
$596 - $707
|
31.1K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-17- 1.34% |
$780 - $925
|
1.25K
$67.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-47- 0.32% |
$2.16K - $2.56K
|
14.5K
$781K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-127- 2.89% |
$5.83K - $6.91K
|
4.26K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-134- 27.29% |
$6.15K - $7.29K
|
357
$19.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-179- 1.74% |
$8.21K - $9.74K
|
10.1K
$543K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-182- 2.17% |
$8.35K - $9.9K
|
8.2K
$441K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-250- 4.68% |
$11.5K - $13.6K
|
5.09K
$274K
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-270- 4.94% |
$12.4K - $14.7K
|
5.2K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-296- 1.8% |
$13.6K - $16.1K
|
16.2K
$871K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-303- 25.99% |
$13.9K - $16.5K
|
863
$46.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-311- 7.59% |
$14.3K - $16.9K
|
3.78K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-347- 2.59% |
$15.9K - $18.9K
|
13.1K
$702K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-384- 0.9% |
$17.6K - $20.9K
|
42.4K
$2.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-385- 3.45% |
$17.7K - $20.9K
|
10.8K
$579K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-500- 41.67% |
$22.9K - $27.2K
|
700
$37.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-647- 2.06% |
$29.7K - $35.2K
|
30.7K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-701- 5.82% |
$32.2K - $38.1K
|
11.3K
$610K
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-727- 0.64% |
$33.4K - $39.5K
|
113K
$6.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-793- 3.12% |
$36.4K - $43.1K
|
24.6K
$1.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-909- 12.8% |
$41.7K - $49.4K
|
6.19K
$333K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.03K- 14.94% |
$47K - $55.8K
|
5.84K
$314K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.17K- 8.0% |
$53.6K - $63.6K
|
13.4K
$724K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.19K- 12.28% |
$54.4K - $64.5K
|
8.47K
$456K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.2K- 82.76% |
$55.1K - $65.3K
|
250
$13.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 19.53% |
$57.4K - $68K
|
5.15K
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.56K- 14.17% |
$71.5K - $84.8K
|
9.43K
$508K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.15K- 34.96% |
$98.6K - $117K
|
4K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.4K- 1.3% |
$110K - $130K
|
182K
$9.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.06K- 37.05% |
$140K - $166K
|
5.19K
$279K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.07K- 5.19% |
$141K - $167K
|
56K
$3.01M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-3.45K- 3.97% |
$158K - $188K
|
83.5K
$4.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3.94K- 22.34% |
$181K - $214K
|
13.7K
$736K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.44K- 3.31% |
$204K - $241K
|
130K
$6.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.9K- 0.65% |
$363K - $430K
|
1.2M
$64.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-8.25K- 37.07% |
$378K - $449K
|
14K
$753K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-8.43K- 55.83% |
$387K - $458K
|
6.67K
$359K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.09K- 45.7% |
$417K - $494K
|
10.8K
$581K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-11.1K- 10.61% |
$509K - $604K
|
93.4K
$5.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11.3K- 8.66% |
$520K - $617K
|
120K
$6.44M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-12.4K- 13.42% |
$568K - $674K
|
79.9K
$4.3M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13.5K- 7.35% |
$620K - $735K
|
170K
$9.17M
|