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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
579+ 10.0% |
$26.6K - $31.5K
|
6.37K
$360K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
569+ 3.03% |
$26.1K - $31K
|
19.3K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
563+ 2.82% |
$25.8K - $30.6K
|
20.6K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
562+ 4.13% |
$25.8K - $30.6K
|
14.2K
$802K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
552+ 4.28% |
$25.3K - $30K
|
13.5K
$761K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
546+ 1.13% |
$25.1K - $29.7K
|
48.8K
$2.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
500+ 12.2% |
$22.9K - $27.2K
|
4.6K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
481+ 2.62% |
$22.1K - $26.2K
|
18.9K
$1.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
474+ 5.16% |
$21.7K - $25.8K
|
9.67K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
462New |
$21.2K - $25.1K
|
462
$26.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
445+ 2.42% |
$20.4K - $24.2K
|
18.9K
$1.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
425+ 9.22% |
$19.5K - $23.1K
|
5.04K
$285K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
413+ 41.84% |
$18.9K - $22.5K
|
1.4K
$79.2K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
404+ 119.17% |
$18.5K - $22K
|
743
$42K
|
|
|
Aug 04, 2025
Q2 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
400+ 0.84% |
$18.4K - $21.8K
|
47.9K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
400+ 4.25% |
$18.4K - $21.8K
|
9.82K
$555K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
387+ 1.92% |
$17.8K - $21.1K
|
20.5K
$1.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
343+ 3.65% |
$15.7K - $18.7K
|
9.75K
$551K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
343+ 3.67% |
$15.7K - $18.7K
|
9.69K
$548K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
342+ 1.23% |
$15.7K - $18.6K
|
28.2K
$1.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
333+ 1.61% |
$15.3K - $18.1K
|
21K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
315+ 3.94% |
$14.5K - $17.1K
|
8.31K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300+ 59.76% |
$13.8K - $16.3K
|
802
$45.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
282New |
$12.9K - $15.3K
|
282
$15.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
256+ 2.13% |
$11.7K - $13.9K
|
12.3K
$694K
|
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
254+ 1.59% |
$11.7K - $13.8K
|
16.2K
$918K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
250New |
$11.5K - $13.6K
|
250
$14.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
248+ 0.86% |
$11.4K - $13.5K
|
29.2K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
245+ 5.98% |
$11.2K - $13.3K
|
4.34K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
240+ 10.92% |
$11K - $13.1K
|
2.44K
$138K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
236+ 1.34% |
$10.8K - $12.8K
|
17.8K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
235+ 3.19% |
$10.8K - $12.8K
|
7.6K
$430K
|
|
|
Jul 23, 2025
Q2 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
234+ 3.48% |
$10.7K - $12.7K
|
6.97K
$394K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
222New |
$10.2K - $12.1K
|
222
$12.6K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
221New |
$10.1K - $12K
|
221
$12.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
216+ 0.56% |
$9.91K - $11.8K
|
38.7K
$2.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
213New |
$9.77K - $11.6K
|
213
$12K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
213New |
$9.77K - $11.6K
|
213
$12K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
209+ 4.67% |
$9.59K - $11.4K
|
4.68K
$265K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
200New |
$9.18K - $10.9K
|
200
$11.3K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
200+ 150.38% |
$9.18K - $10.9K
|
333
$18.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
199+ 0.3% |
$9.13K - $10.8K
|
66.5K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
190+ 6.15% |
$8.72K - $10.3K
|
3.28K
$185K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
180+ 0.61% |
$8.26K - $9.79K
|
29.7K
$1.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
175+ 2.33% |
$8.03K - $9.52K
|
7.69K
$435K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
174+ 9.31% |
$7.98K - $9.47K
|
2.04K
$116K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
174+ 1.41% |
$7.98K - $9.47K
|
12.5K
$709K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
174+ 2.21% |
$7.98K - $9.47K
|
8.03K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
172New |
$7.89K - $9.36K
|
172
$9.72K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
167+ 2.28% |
$7.66K - $9.08K
|
7.49K
$423K
|