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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
3.31K+ 3.06% |
$186K - $196K
|
111K
$6.43M
|
|
|
Jan 28, 2026
Q4 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-136- 1.55% |
$7.66K - $8.05K
|
8.64K
$499K
|
|
|
Jan 28, 2026
Q4 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
178+ 0.64% |
$10K - $10.5K
|
28.2K
$1.63M
|
|
|
Jan 28, 2026
Q4 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
5+ 0.01% |
$282 - $296
|
47.1K
$2.72M
|
|
|
Jan 28, 2026
Q4 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3+ 25.0% |
$169 - $178
|
15
$867
|
|
|
Jan 28, 2026
Q4 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
8.05K+ 2.13% |
$454K - $477K
|
386K
$22.3M
|
|
|
Jan 28, 2026
Q4 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.57K+ 1.6% |
$88.2K - $92.7K
|
99.5K
$5.75M
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-832- 2.44% |
$46.9K - $49.3K
|
33.3K
$1.93M
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
112K+ 120.26% |
$6.29M - $6.61M
|
204K
$11.8M
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
19+ 0.08% |
$1.07K - $1.13K
|
24.8K
$1.43M
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.26K+ 4.1% |
$71K - $74.6K
|
32K
$1.85M
|
|
|
Jan 28, 2026
Q4 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-520- 4.75% |
$29.3K - $30.8K
|
10.4K
$603K
|
|
|
Jan 28, 2026
Q4 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.06K- 5.71% |
$116K - $122K
|
34.1K
$1.97M
|
|
|
Jan 28, 2026
Q4 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
45New |
$2.53K - $2.66K
|
45
$2.6K
|
|
|
Jan 28, 2026
Q4 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-15.6K- 20.24% |
$880K - $925K
|
61.6K
$3.56M
|
|
|
Jan 28, 2026
Q4 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
4.6K+ 3.94% |
$259K - $272K
|
121K
$7.01M
|
|
|
Jan 28, 2026
Q4 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
7.65K+ 1.5% |
$431K - $453K
|
518K
$29.9M
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.7K+ 22.9% |
$1.11M - $1.17M
|
106K
$6.12M
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.31K+ 193.39% |
$130K - $137K
|
3.51K
$203K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.1K+ 10.65% |
$570K - $599K
|
105K
$6.07M
|
|
|
Jan 28, 2026
Q4 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.07K- 3.81% |
$60.1K - $63.2K
|
27K
$1.56M
|
|
|
Jan 28, 2026
Q4 2025
|
Mcia Inc
|
BUY
|
- |
8.18K+ 4.02% |
$461K - $485K
|
212K
$12.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
5.25KNew |
$295K - $311K
|
5.25K
$303K
|
|
|
Jan 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.13K+ 3.11% |
$63.9K - $67.2K
|
37.6K
$2.18M
|
|
|
Jan 27, 2026
Q4 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-1.18K- 7.36% |
$66.2K - $69.6K
|
14.8K
$855K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-80- 1.51% |
$4.51K - $4.74K
|
5.23K
$302K
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
60New |
$3.38K - $3.55K
|
60
$3.47K
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.17K+ 2.3% |
$66.1K - $69.5K
|
52.3K
$3.02M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
17K+ 31.35% |
$960K - $1.01M
|
71.4K
$4.13M
|
|
|
Jan 27, 2026
Q4 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.4K+ 3.16% |
$135K - $142K
|
78.5K
$4.54M
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
897+ 1.04% |
$50.5K - $53.1K
|
87.1K
$5.03M
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-171- 3.69% |
$9.63K - $10.1K
|
4.46K
$258K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
338+ 2.46% |
$19K - $20K
|
14.1K
$813K
|
|
|
Jan 27, 2026
Q4 2025
|
Emissary Wealth LLC
Hackensack, NJ |
BUY
|
- |
17.2KNew |
$971K - $1.02M
|
17.2K
$997K
|
|
|
Jan 27, 2026
Q4 2025
|
Benchmark Financial, LLC
Wilmington, DE |
BUY
|
- |
7.14KNew |
$402K - $423K
|
7.14K
$413K
|
|
|
Jan 27, 2026
Q4 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
198+ 3.94% |
$11.2K - $11.7K
|
5.22K
$302K
|
|
|
Jan 27, 2026
Q4 2025
|
Finivi Inc.
Westborough, MA |
BUY
|
- |
21.2KNew |
$1.19M - $1.25M
|
21.2K
$1.22M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
SELL
|
- |
-11.6K- 33.54% |
$654K - $688K
|
23K
$1.33M
|
|
|
Jan 27, 2026
Q4 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
20.6K+ 16.85% |
$1.16M - $1.22M
|
143K
$8.27M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.13K+ 22.8% |
$176K - $185K
|
16.8K
$973K
|
|
|
Jan 27, 2026
Q4 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
315+ 7.65% |
$17.7K - $18.7K
|
4.44K
$256K
|
|
|
Jan 27, 2026
Q4 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-155- 0.87% |
$8.73K - $9.18K
|
17.7K
$1.03M
|
|
|
Jan 27, 2026
Q4 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
162+ 1.36% |
$9.13K - $9.59K
|
12.1K
$697K
|
|
|
Jan 27, 2026
Q4 2025
|
Sage Guard Financial Group, LLC
Goodlettsville, TN |
BUY
|
- |
366KNew |
$20.6M - $21.7M
|
366K
$21.2M
|
|
|
Jan 27, 2026
Q4 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
247+ 0.48% |
$13.9K - $14.6K
|
51.5K
$2.98M
|
|
|
Jan 27, 2026
Q4 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
420+ 2.22% |
$23.7K - $24.9K
|
19.4K
$1.12M
|
|
|
Jan 27, 2026
Q4 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
5.64KNew |
$318K - $334K
|
5.64K
$326K
|
|
|
Jan 26, 2026
Q4 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.05KNew |
$228K - $240K
|
4.05K
$234K
|
|
|
Jan 26, 2026
Q4 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-93- 1.91% |
$5.24K - $5.51K
|
4.77K
$276K
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-800- 21.22% |
$45.1K - $47.4K
|
2.97K
$172K
|
|