Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.87M+ 26.52% |
$316M - $338M
|
28M
$1.62B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.23M+ 6.18% |
$66M - $70.6M
|
21.1M
$1.22B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18M+ 9.03% |
$63.7M - $68.1M
|
14.3M
$826M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.01MNew |
$54.5M - $58.3M
|
1.01M
$58.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1M+ 59.45% |
$54M - $57.8M
|
2.69M
$156M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
748K+ 20.26% |
$40.3M - $43M
|
4.44M
$257M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
651K+ 5.85% |
$35.1M - $37.5M
|
11.8M
$682M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
580K+ 272.73% |
$31.2M - $33.3M
|
792K
$45.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
526K+ 738.77% |
$28.3M - $30.3M
|
597K
$34.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
469KNew |
$25.2M - $27M
|
469K
$27.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
399K+ 44.09% |
$21.5M - $22.9M
|
1.3M
$75.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
307K+ 8.54% |
$16.5M - $17.6M
|
3.9M
$225M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
298K+ 1848.24% |
$16M - $17.1M
|
314K
$18.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
242K+ 3.19% |
$13M - $13.9M
|
7.81M
$452M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
195KNew |
$10.5M - $11.2M
|
195K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
138K+ 3.61% |
$7.42M - $7.93M
|
3.95M
$229M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
136K+ 1738.09% |
$7.3M - $7.81M
|
144K
$8.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
133K+ 13.92% |
$7.17M - $7.66M
|
1.09M
$63M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
130K+ 177.35% |
$7.02M - $7.5M
|
204K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
130KNew |
$7M - $7.48M
|
130K
$7.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
126K+ 13.09% |
$6.79M - $7.26M
|
1.09M
$63M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
124K+ 147.99% |
$6.67M - $7.13M
|
208K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
108K+ 183.31% |
$5.84M - $6.24M
|
168K
$9.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
89.9K+ 460.56% |
$4.84M - $5.17M
|
109K
$6.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
85.3K+ 59.49% |
$4.59M - $4.91M
|
229K
$13.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
83.7K+ 1318.23% |
$4.5M - $4.81M
|
90K
$5.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
82.2K+ 186.58% |
$4.42M - $4.73M
|
126K
$7.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
81.5K+ 50.56% |
$4.39M - $4.69M
|
243K
$14M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76.7K+ 5.89% |
$4.13M - $4.41M
|
1.38M
$79.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
71.5K+ 10.14% |
$3.85M - $4.11M
|
777K
$44.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
71.1K+ 62.43% |
$3.83M - $4.09M
|
185K
$10.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.3K+ 1.95% |
$3.68M - $3.93M
|
3.57M
$207M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.6K+ 21.83% |
$3.16M - $3.37M
|
327K
$18.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
58K+ 10.69% |
$3.12M - $3.34M
|
601K
$34.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57.5K+ 9.08% |
$3.09M - $3.31M
|
691K
$39.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
56.8K+ 2.94% |
$3.06M - $3.27M
|
1.99M
$115M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
55.4K+ 2.15% |
$2.98M - $3.19M
|
2.63M
$152M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
51.9K+ 77.25% |
$2.79M - $2.98M
|
119K
$6.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51.6K+ 9.6% |
$2.77M - $2.97M
|
589K
$34M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
49.8K+ 499.02% |
$2.68M - $2.86M
|
59.7K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
49KNew |
$2.63M - $2.82M
|
49K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
48.9K+ 158.44% |
$2.63M - $2.81M
|
79.8K
$4.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
48.4KNew |
$2.6M - $2.78M
|
48.4K
$2.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
48.3K+ 55.93% |
$2.6M - $2.78M
|
135K
$7.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
47.9K+ 19.41% |
$2.58M - $2.75M
|
295K
$17M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.5K+ 9.98% |
$2.56M - $2.73M
|
523K
$30.3M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
47.1KNew |
$2.53M - $2.71M
|
47.1K
$2.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
46.2K+ 307.35% |
$2.49M - $2.66M
|
61.3K
$3.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.8K+ 4.04% |
$2.41M - $2.58M
|
1.15M
$66.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
41.3K+ 6.03% |
$2.22M - $2.37M
|
725K
$41.9M
|
|