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 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.67K+ 15.22% |
$76.8K - $91.1K
|
12.7K
$717K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.62K+ 9.81% |
$74.2K - $88K
|
18.1K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.56K+ 5.27% |
$71.6K - $84.9K
|
31.2K
$1.76M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.56K+ 19.57% |
$71.4K - $84.7K
|
9.51K
$538K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.52K+ 9.24% |
$69.5K - $82.4K
|
17.9K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 33.39% |
$69.1K - $81.9K
|
6.02K
$340K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.5K+ 19.75% |
$68.7K - $81.4K
|
9.08K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.49K+ 4.37% |
$68.5K - $81.2K
|
35.7K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.47K+ 0.92% |
$67.5K - $80K
|
161K
$9.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.46K+ 3.25% |
$67K - $79.4K
|
46.3K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.44K+ 34.3% |
$66K - $78.2K
|
5.63K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.36K+ 1.32% |
$62.4K - $74K
|
104K
$5.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.33KNew |
$61.2K - $72.5K
|
1.33K
$75.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.33K+ 28.1% |
$60.8K - $72.1K
|
6.04K
$342K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
1.33K+ 21.97% |
$60.8K - $72.1K
|
7.36K
$416K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.31K+ 9.41% |
$60.2K - $71.4K
|
15.3K
$863K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.27K+ 31.46% |
$58.3K - $69.1K
|
5.31K
$300K
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
BUY
|
- |
1.25K+ 3.35% |
$57.3K - $67.9K
|
38.6K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.21K+ 23.7% |
$55.7K - $66K
|
6.34K
$358K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.21K+ 2.98% |
$55.3K - $65.6K
|
41.6K
$2.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
1.2K+ 111.62% |
$55.1K - $65.3K
|
2.28K
$129K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.16KNew |
$53.3K - $63.2K
|
1.16K
$65.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.11K+ 16.56% |
$50.9K - $60.3K
|
7.81K
$441K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.08KNew |
$49.6K - $58.8K
|
1.08K
$61.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.07K+ 6.71% |
$49.1K - $58.3K
|
17K
$963K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.05K+ 24.61% |
$48.2K - $57.1K
|
5.32K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.04K+ 11.63% |
$47.7K - $56.5K
|
9.97K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.03K+ 20.45% |
$47.1K - $55.8K
|
6.04K
$342K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.02KNew |
$47K - $55.7K
|
1.02K
$57.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
937+ 2.16% |
$43K - $51K
|
44.4K
$2.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
900+ 7.1% |
$41.3K - $49K
|
13.6K
$768K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
881+ 5.2% |
$40.4K - $47.9K
|
17.8K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
875+ 134.62% |
$40.1K - $47.6K
|
1.53K
$86.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
869+ 9.7% |
$39.9K - $47.3K
|
9.83K
$556K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
869+ 9.94% |
$39.9K - $47.3K
|
9.61K
$543K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
858+ 17.75% |
$39.4K - $46.7K
|
5.69K
$322K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
853+ 5.34% |
$39.1K - $46.4K
|
16.8K
$952K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
852+ 4.79% |
$39.1K - $46.3K
|
18.6K
$1.05M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
820+ 73.54% |
$37.6K - $44.6K
|
1.94K
$109K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
800New |
$36.7K - $43.5K
|
800
$45.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
792+ 2.01% |
$36.3K - $43.1K
|
40.2K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
778New |
$35.7K - $42.3K
|
778
$44K
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
BUY
|
- |
761+ 1.93% |
$34.9K - $41.4K
|
40.2K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
624+ 4.39% |
$28.6K - $33.9K
|
14.8K
$838K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
621+ 1.51% |
$28.5K - $33.8K
|
41.8K
$2.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
614+ 3.73% |
$28.2K - $33.4K
|
17.1K
$967K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
611New |
$28K - $33.2K
|
611
$34.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
600+ 14.06% |
$27.5K - $32.6K
|
4.87K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600+ 300.0% |
$27.5K - $32.6K
|
800
$45.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
600+ 10.53% |
$27.5K - $32.6K
|
6.3K
$356K
|