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 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.26K+ 3.67% |
$150K - $177K
|
92.1K
$5.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3.26K+ 28.11% |
$149K - $177K
|
14.8K
$839K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3.25K+ 20.23% |
$149K - $177K
|
19.3K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.25K+ 23.37% |
$149K - $177K
|
17.1K
$969K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.17K+ 3.04% |
$146K - $173K
|
107K
$6.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
3.17K+ 7.59% |
$145K - $172K
|
44.9K
$2.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.13K+ 15.75% |
$144K - $170K
|
23K
$1.3M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.12K+ 17.42% |
$143K - $169K
|
21K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3.1K+ 8.85% |
$142K - $168K
|
38.1K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Innovative Wealth Building LLC
California, MD |
BUY
|
- |
3.08K+ 24.68% |
$141K - $167K
|
15.5K
$878K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.06K+ 18.6% |
$140K - $167K
|
19.5K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.05K+ 6.46% |
$140K - $166K
|
50.2K
$2.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3K+ 12.05% |
$138K - $163K
|
27.9K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.98K+ 59.46% |
$137K - $162K
|
8K
$452K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.95K+ 9.25% |
$135K - $160K
|
34.8K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.9K+ 9.2% |
$133K - $158K
|
34.4K
$1.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.85K+ 41.61% |
$131K - $155K
|
9.7K
$548K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.85K+ 32.16% |
$131K - $155K
|
11.7K
$662K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.83K+ 50.02% |
$130K - $154K
|
8.48K
$479K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.8KNew |
$128K - $152K
|
2.8K
$158K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.74K+ 3.08% |
$126K - $149K
|
91.6K
$5.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.67K+ 4.11% |
$122K - $145K
|
67.7K
$3.83M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.65K+ 29.03% |
$121K - $144K
|
11.8K
$665K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.62K+ 3.05% |
$120K - $142K
|
88.4K
$5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.58K+ 4.8% |
$118K - $140K
|
56.4K
$3.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.57K+ 16.21% |
$118K - $140K
|
18.4K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
2.5K+ 4.18% |
$114K - $136K
|
62.2K
$3.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.48K+ 19.67% |
$114K - $135K
|
15.1K
$853K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.44K+ 6.53% |
$112K - $133K
|
39.8K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.32K+ 41.15% |
$107K - $126K
|
7.97K
$451K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 6.04% |
$107K - $126K
|
40.8K
$2.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
2.31K+ 22.74% |
$106K - $126K
|
12.5K
$705K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.29K+ 47.03% |
$105K - $124K
|
7.14K
$404K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
2.26K+ 123.89% |
$104K - $123K
|
4.09K
$231K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.18K+ 8.03% |
$100K - $119K
|
29.3K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.17K+ 99.0% |
$99.5K - $118K
|
4.36K
$247K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.15K+ 32.49% |
$98.6K - $117K
|
8.76K
$495K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.14K+ 15.51% |
$98.2K - $116K
|
15.9K
$901K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.1K+ 23.55% |
$96.4K - $114K
|
11K
$623K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.05K+ 44.59% |
$93.8K - $111K
|
6.63K
$375K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.04K+ 12.33% |
$93.6K - $111K
|
18.6K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.98K+ 18.59% |
$91K - $108K
|
12.7K
$716K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.9K+ 18.24% |
$86.9K - $103K
|
12.3K
$695K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.89K+ 31.16% |
$86.7K - $103K
|
7.96K
$450K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.83K+ 2.71% |
$83.8K - $99.3K
|
69.1K
$3.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.82K+ 10.11% |
$83.7K - $99.2K
|
19.9K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.78K+ 10.49% |
$81.6K - $96.8K
|
18.7K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.74KNew |
$79.9K - $94.7K
|
1.74K
$98.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.74K+ 41.12% |
$79.9K - $94.7K
|
5.98K
$338K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.7K+ 14.16% |
$77.9K - $92.3K
|
13.7K
$773K
|