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 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
11.8K+ 294.25% |
$540K - $640K
|
15.8K
$892K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
11.6K+ 23.87% |
$534K - $634K
|
60.4K
$3.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11.6KNew |
$531K - $630K
|
11.6K
$655K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
11.5K+ 2307.8% |
$529K - $628K
|
12K
$681K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.3K+ 9.25% |
$519K - $615K
|
134K
$7.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Marks Wealth, LLC
|
BUY
|
- |
11.2K+ 45.01% |
$516K - $611K
|
36.2K
$2.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.2K+ 24.98% |
$515K - $611K
|
56.2K
$3.18M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.1K+ 46.93% |
$507K - $601K
|
34.6K
$1.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11K+ 12.25% |
$506K - $601K
|
101K
$5.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.8K+ 8.9% |
$493K - $585K
|
132K
$7.44M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.7K+ 15.53% |
$490K - $581K
|
79.5K
$4.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
10.5K+ 243.44% |
$483K - $572K
|
14.8K
$839K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
10.5K+ 19.09% |
$483K - $572K
|
65.6K
$3.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10.5KNew |
$481K - $571K
|
10.5K
$593K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
10.5K+ 35.56% |
$479K - $568K
|
39.8K
$2.25M
|
|
|
Aug 25, 2025
Q2 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
10.4KNew |
$478K - $566K
|
10.4K
$589K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.4K+ 49.05% |
$476K - $565K
|
31.5K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.4K+ 14.44% |
$475K - $563K
|
82K
$4.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10.3K+ 4.34% |
$473K - $561K
|
248K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.1K+ 4.26% |
$463K - $550K
|
247K
$14M
|
|
|
Jul 22, 2025
Q2 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
10.1K+ 10.33% |
$463K - $549K
|
108K
$6.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
10.1K+ 61.21% |
$463K - $549K
|
26.6K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
10.1KNew |
$462K - $548K
|
10.1K
$569K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9.68KNew |
$444K - $527K
|
9.68K
$547K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
9.6K+ 51.15% |
$440K - $522K
|
28.4K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
9.08KNew |
$417K - $494K
|
9.08K
$513K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
8.95KNew |
$410K - $487K
|
8.95K
$506K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.76K+ 15.76% |
$402K - $476K
|
64.3K
$3.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.74K+ 27.79% |
$401K - $475K
|
40.2K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8.72K+ 60.1% |
$400K - $474K
|
23.2K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.69K+ 21.47% |
$399K - $473K
|
49.2K
$2.78M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
8.43K+ 6.19% |
$387K - $458K
|
144K
$8.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
8.28K+ 9.67% |
$380K - $450K
|
93.9K
$5.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
8.06K+ 131.31% |
$370K - $439K
|
14.2K
$803K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
8.06KNew |
$370K - $438K
|
8.06K
$456K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.05K+ 4.52% |
$369K - $438K
|
186K
$10.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7.93K+ 6.77% |
$364K - $432K
|
125K
$7.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.91K+ 11.21% |
$363K - $430K
|
78.5K
$4.44M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
7.9K+ 17.41% |
$363K - $430K
|
53.3K
$3.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
7.89KNew |
$362K - $429K
|
7.89K
$446K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
7.79K+ 19.0% |
$358K - $424K
|
48.8K
$2.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.68KNew |
$352K - $418K
|
7.68K
$434K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
7.6K+ 5.6% |
$349K - $414K
|
143K
$8.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
7.45K+ 9.45% |
$342K - $405K
|
86.3K
$4.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.43K+ 26.44% |
$341K - $404K
|
35.5K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.42KNew |
$341K - $404K
|
7.42K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
7.28K+ 38.99% |
$334K - $396K
|
25.9K
$1.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.19K+ 37.38% |
$330K - $391K
|
26.4K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
7.18K+ 58.7% |
$330K - $391K
|
19.4K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.12K+ 3.29% |
$327K - $387K
|
224K
$12.6M
|