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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.49K- 12.43% |
$80.1K - $85.6K
|
10.5K
$606K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.74K+ 280.42% |
$201K - $215K
|
5.07K
$293K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-836- 11.56% |
$45K - $48.1K
|
6.39K
$370K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.26K- 7.8% |
$67.6K - $72.2K
|
14.8K
$858K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
4.8K+ 97.98% |
$258K - $276K
|
9.7K
$561K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-2.08K- 12.77% |
$112K - $120K
|
14.2K
$822K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-44.2K- 44.86% |
$2.38M - $2.54M
|
54.4K
$3.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.84K- 35.64% |
$153K - $163K
|
5.13K
$297K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.03K+ 10.12% |
$217K - $232K
|
43.9K
$2.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-302- 7.33% |
$16.3K - $17.4K
|
3.82K
$221K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.01MNew |
$54.5M - $58.3M
|
1.01M
$58.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.06K- 6.22% |
$57.2K - $61.1K
|
16K
$927K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
27.1KNew |
$1.46M - $1.56M
|
27.1K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.07KNew |
$380K - $407K
|
7.07K
$409K
|
|
|
Oct 30, 2025
Q3 2025
|
Independent Investors Inc
|
BUY
|
- |
4K+ 79.29% |
$215K - $230K
|
9.05K
$523K
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8.4K+ 20.81% |
$452K - $483K
|
48.8K
$2.82M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-9.91K- 7.35% |
$533K - $570K
|
125K
$7.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-5.36K- 40.25% |
$288K - $308K
|
7.96K
$460K
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.49KNew |
$188K - $201K
|
3.49K
$202K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16.2K- 18.81% |
$870K - $930K
|
69.8K
$4.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
32+ 0.22% |
$1.72K - $1.84K
|
14.8K
$858K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-18.1K- 54.31% |
$972K - $1.04M
|
15.2K
$879K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-2.24K- 12.74% |
$121K - $129K
|
15.4K
$889K
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4KNew |
$215K - $230K
|
4K
$231K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.44K+ 2.39% |
$239K - $256K
|
190K
$11M
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
1.49K+ 14.32% |
$80.2K - $85.8K
|
11.9K
$688K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.82K+ 55.32% |
$152K - $162K
|
7.91K
$457K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
39.4K+ 141.34% |
$2.12M - $2.27M
|
67.3K
$3.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-331- 2.35% |
$17.8K - $19K
|
13.8K
$795K
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
3.14K+ 24.78% |
$169K - $180K
|
15.8K
$913K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
21.2K+ 25.42% |
$1.14M - $1.22M
|
105K
$6.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-351- 1.78% |
$18.9K - $20.2K
|
19.4K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-367K- 30.51% |
$19.7M - $21.1M
|
835K
$48.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
10+ 0.23% |
$538 - $575
|
4.34K
$251K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.76K+ 9.3% |
$364K - $389K
|
79.4K
$4.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.06K+ 9.82% |
$111K - $118K
|
23K
$1.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.03KNew |
$270K - $289K
|
5.03K
$291K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
6.05KNew |
$325K - $348K
|
6.05K
$350K
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
BUY
|
- |
3.2K+ 76.17% |
$172K - $184K
|
7.4K
$428K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
584New |
$31.4K - $33.6K
|
584
$33.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-351- 6.76% |
$18.9K - $20.2K
|
4.84K
$280K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.9K+ 9.08% |
$425K - $454K
|
94.9K
$5.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Marks Wealth, LLC
|
SELL
|
- |
-8.89K- 24.56% |
$478K - $511K
|
27.3K
$1.58M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-646- 86.6% |
$34.8K - $37.2K
|
100
$5.78K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 40.0% |
$5.38K - $5.75K
|
150
$8.67K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
255New |
$13.7K - $14.7K
|
255
$14.7K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.82KNew |
$97.9K - $105K
|
1.82K
$105K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-782- 13.63% |
$42.1K - $45K
|
4.96K
$287K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
713+ 3.4% |
$38.4K - $41K
|
21.7K
$1.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
3.5KNew |
$188K - $201K
|
3.5K
$202K
|
|