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 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
4.49KNew |
$206K - $244K
|
4.49K
$254K
|
|
|
Jul 22, 2025
Q2 2025
|
Madden Securities Corp
|
BUY
|
- |
4.47K+ 1.2% |
$205K - $243K
|
378K
$21.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.42K+ 4.94% |
$203K - $240K
|
94K
$5.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.41KNew |
$202K - $240K
|
4.41K
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
BUY
|
- |
4.3KNew |
$197K - $234K
|
4.3K
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
4.24KNew |
$195K - $231K
|
4.24K
$240K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
BUY
|
- |
4.2KNew |
$193K - $228K
|
4.2K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.18KNew |
$192K - $227K
|
4.18K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4.17K+ 3.34% |
$191K - $227K
|
129K
$7.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
4.17K+ 46.64% |
$191K - $227K
|
13.1K
$741K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.17K+ 27.74% |
$191K - $227K
|
19.2K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.14K+ 44.98% |
$190K - $225K
|
13.4K
$755K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.12K+ 51.53% |
$189K - $224K
|
12.1K
$685K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.11K+ 78.19% |
$188K - $223K
|
9.36K
$529K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.1KNew |
$188K - $223K
|
4.1K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.09K+ 21.96% |
$188K - $222K
|
22.7K
$1.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.06K+ 5.83% |
$186K - $221K
|
73.7K
$4.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
4.02KNew |
$185K - $219K
|
4.02K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
4.01K+ 12.64% |
$184K - $218K
|
35.7K
$2.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
4K+ 3.39% |
$183K - $217K
|
122K
$6.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
3.99K+ 14.03% |
$183K - $217K
|
32.4K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
3.98K+ 48.15% |
$183K - $217K
|
12.2K
$693K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
3.97KNew |
$182K - $216K
|
3.97K
$225K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.97KNew |
$182K - $216K
|
3.97K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.94K+ 13.44% |
$181K - $214K
|
33.3K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.88K+ 44.91% |
$178K - $211K
|
12.5K
$708K
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.84KNew |
$176K - $209K
|
3.84K
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3.84KNew |
$176K - $209K
|
3.84K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.8KNew |
$175K - $207K
|
3.8K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.8KNew |
$174K - $207K
|
3.8K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.79K+ 3.35% |
$174K - $206K
|
117K
$6.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.78K+ 65.58% |
$173K - $206K
|
9.54K
$540K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.77KNew |
$173K - $205K
|
3.77K
$213K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
3.76KNew |
$172K - $204K
|
3.76K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.75KNew |
$172K - $204K
|
3.75K
$212K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.75K+ 8.52% |
$172K - $204K
|
47.8K
$2.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
3.73K+ 8.08% |
$171K - $203K
|
49.9K
$2.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
3.73K+ 10.59% |
$171K - $203K
|
38.9K
$2.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.7KNew |
$170K - $201K
|
3.7K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.7KNew |
$170K - $201K
|
3.7K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.62K+ 13.06% |
$166K - $197K
|
31.4K
$1.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.62K+ 28.6% |
$166K - $197K
|
16.3K
$921K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.61K+ 720.16% |
$166K - $196K
|
4.11K
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.58K+ 37.69% |
$164K - $195K
|
13.1K
$740K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3.57K+ 27.94% |
$164K - $194K
|
16.3K
$924K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.46K+ 6.77% |
$159K - $188K
|
54.6K
$3.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.44K+ 6.39% |
$158K - $187K
|
57.3K
$3.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.43K+ 83.47% |
$158K - $187K
|
7.55K
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.29K+ 22.95% |
$151K - $179K
|
17.6K
$996K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.28K+ 37.34% |
$150K - $178K
|
12K
$681K
|