Latest Institutional Transactions on J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This table provides information on the latest institutional transactions involving J P Morgan ETF Tr Nasdaq Equit (JEPQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 31, 2025
Q3 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.51KNew |
$243K - $259K
|
4.51K
$261K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.47K- 88.01% |
$79K - $84.4K
|
200
$11.6K
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
47.1KNew |
$2.53M - $2.71M
|
47.1K
$2.72M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-9.6K- 33.84% |
$517K - $552K
|
18.8K
$1.09M
|
|
|
Dec 02, 2025
Q3 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
9.17K+ 25.05% |
$493K - $527K
|
45.8K
$2.65M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.75K+ 16.87% |
$309K - $331K
|
39.8K
$2.3M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
56.8K+ 2.94% |
$3.06M - $3.27M
|
1.99M
$115M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
3.61KNew |
$194K - $208K
|
3.61K
$209K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
284+ 1.6% |
$15.3K - $16.3K
|
18.1K
$1.04M
|
|
|
Nov 21, 2025
Q3 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
982+ 3.22% |
$52.8K - $56.5K
|
31.5K
$1.82M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-288K- 91.95% |
$15.5M - $16.6M
|
25.2K
$1.46M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
3.56KNew |
$191K - $205K
|
3.56K
$206K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.35K+ 81.97% |
$72.4K - $77.4K
|
2.99K
$173K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-479- 64.47% |
$25.8K - $27.6K
|
264
$15.3K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.1K+ 6.45% |
$328K - $351K
|
101K
$5.83M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.24K+ 19.14% |
$120K - $129K
|
13.9K
$806K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.09K+ 15.6% |
$220K - $235K
|
30.3K
$1.75M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 5.94% |
$74.9K - $80.1K
|
24.8K
$1.44M
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.11K+ 6.2% |
$168K - $179K
|
53.3K
$3.08M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.87K- 11.19% |
$208K - $223K
|
30.7K
$1.78M
|
|
|
Nov 18, 2025
Q3 2025
|
Stance Capital LLC
Boston, MA |
BUY
|
- |
199New |
$10.7K - $11.4K
|
199
$11.5K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
4.41KNew |
$237K - $253K
|
4.41K
$255K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
23+ 0.29% |
$1.24K - $1.32K
|
8.08K
$467K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-59- 37.58% |
$3.17K - $3.39K
|
98
$5.67K
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-750- 32.94% |
$40.4K - $43.1K
|
1.53K
$88.3K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
346+ 0.81% |
$18.6K - $19.9K
|
42.8K
$2.48M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
15.1K+ 8.68% |
$814K - $870K
|
189K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.53KNew |
$190K - $203K
|
3.53K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.7K+ 5.84% |
$791K - $845K
|
266K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.6K+ 21.83% |
$3.16M - $3.37M
|
327K
$18.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.88K+ 3.38% |
$209K - $223K
|
119K
$6.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10.9K- 9.34% |
$586K - $627K
|
106K
$6.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.24K+ 13.18% |
$66.7K - $71.3K
|
10.7K
$616K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
526K+ 738.77% |
$28.3M - $30.3M
|
597K
$34.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.3K+ 12.71% |
$178K - $190K
|
29.2K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.4K+ 15.93% |
$939K - $1M
|
127K
$7.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-2.26K- 30.38% |
$121K - $130K
|
5.17K
$299K
|
|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
307K+ 8.54% |
$16.5M - $17.6M
|
3.9M
$225M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2+ 1.89% |
$108 - $115
|
108
$6.24K
|
|
|
Nov 14, 2025
Q3 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
2.35K+ 3.77% |
$126K - $135K
|
64.5K
$3.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
141+ 2.66% |
$7.59K - $8.11K
|
5.44K
$314K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
994+ 2.24% |
$53.5K - $57.2K
|
45.3K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.72K+ 6.04% |
$92.4K - $98.8K
|
30.2K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-56.1K- 4.59% |
$3.02M - $3.23M
|
1.17M
$67.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.5K- 3.05% |
$995K - $1.06M
|
587K
$33.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
195KNew |
$10.5M - $11.2M
|
195K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.01% |
$161 - $173
|
34.6K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-224K- 55.42% |
$12.1M - $12.9M
|
180K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9- 52.94% |
$484 - $518
|
8
$463
|
|