Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
303KNew |
$17.1M - $17.9M
|
303K
$17.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
126K+ 157.61% |
$7.09M - $7.45M
|
206K
$11.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
58.1K+ 111.57% |
$3.27M - $3.44M
|
110K
$6.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
54.3KNew |
$3.06M - $3.22M
|
54.3K
$3.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
46.2K+ 17.0% |
$2.6M - $2.73M
|
318K
$18.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
34.5K+ 32.57% |
$1.95M - $2.05M
|
141K
$8.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
31.6K+ 2.9% |
$1.78M - $1.87M
|
1.12M
$64.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
30.7KNew |
$1.73M - $1.82M
|
30.7K
$1.77M
|
|
|
Jan 14, 2026
Q4 2025
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
26.9K+ 6.51% |
$1.51M - $1.59M
|
440K
$25.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
22.3K+ 53.04% |
$1.26M - $1.32M
|
64.4K
$3.72M
|
|
|
Jan 21, 2026
Q4 2025
|
Ethos Capital Management, Inc.
Newtown, PA |
BUY
|
- |
19KNew |
$1.07M - $1.13M
|
19K
$1.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
17.8K+ 14.98% |
$1M - $1.06M
|
137K
$7.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
15K+ 13.48% |
$847K - $890K
|
127K
$7.32M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
12.9K+ 22.96% |
$725K - $763K
|
68.9K
$3.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.9K+ 12.51% |
$672K - $706K
|
107K
$6.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.8K+ 307.82% |
$663K - $697K
|
15.6K
$901K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.7K+ 6.79% |
$658K - $691K
|
184K
$10.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
10.9K+ 18.38% |
$614K - $646K
|
70.2K
$4.06M
|
|
|
Jan 07, 2026
Q4 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
10.4KNew |
$584K - $614K
|
10.4K
$600K
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
10.1K+ 32.2% |
$572K - $601K
|
41.7K
$2.41M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10K+ 34.85% |
$566K - $595K
|
38.9K
$2.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
9.71KNew |
$547K - $575K
|
9.71K
$561K
|
|
|
Jan 22, 2026
Q4 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
9.62K+ 22.36% |
$542K - $570K
|
52.7K
$3.05M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.34K+ 49.87% |
$526K - $553K
|
28.1K
$1.62M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.31K+ 8.99% |
$524K - $551K
|
113K
$6.53M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.03K+ 17.45% |
$509K - $535K
|
60.8K
$3.52M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.47K+ 14.18% |
$477K - $502K
|
68.2K
$3.94M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.32KNew |
$469K - $493K
|
8.32K
$481K
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
7.98K+ 163.18% |
$449K - $472K
|
12.9K
$744K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.94K+ 1.73% |
$447K - $470K
|
467K
$27M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.77K+ 5.45% |
$438K - $460K
|
150K
$8.69M
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
7.67K+ 7.33% |
$432K - $454K
|
112K
$6.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
7.62K+ 27.6% |
$429K - $451K
|
35.2K
$2.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
7.62K+ 85.9% |
$429K - $451K
|
16.5K
$953K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
7.57K+ 7.58% |
$426K - $448K
|
107K
$6.21M
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
6.58K+ 11.55% |
$370K - $389K
|
63.5K
$3.67M
|
|
|
Jan 21, 2026
Q4 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.29K+ 137.25% |
$354K - $373K
|
10.9K
$629K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
6.14KNew |
$346K - $363K
|
6.14K
$355K
|
|
|
Jan 23, 2026
Q4 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
6KNew |
$338K - $355K
|
6K
$347K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.98KNew |
$337K - $354K
|
5.98K
$346K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.98K+ 2.43% |
$337K - $354K
|
252K
$14.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.91K+ 8.57% |
$333K - $350K
|
74.9K
$4.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.8K+ 10.97% |
$327K - $343K
|
58.6K
$3.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.78K+ 4.48% |
$326K - $342K
|
135K
$7.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.71K+ 4.59% |
$321K - $338K
|
130K
$7.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.62K+ 69.27% |
$316K - $333K
|
13.7K
$794K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.36KNew |
$302K - $318K
|
5.36K
$310K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.23K+ 743.47% |
$295K - $310K
|
5.94K
$343K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.82K+ 5.99% |
$271K - $285K
|
85.2K
$4.93M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.64KNew |
$262K - $275K
|
4.64K
$268K
|
|