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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.23K- 9.84% |
$66.1K - $70.7K
|
11.3K
$651K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.71K+ 26.04% |
$361K - $386K
|
32.5K
$1.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-311- 7.13% |
$16.7K - $17.9K
|
4.05K
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.43% |
$323 - $345
|
1.39K
$80.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
39+ 2.43% |
$2.1K - $2.24K
|
1.65K
$95.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
4.15K+ 96.46% |
$223K - $239K
|
8.45K
$488K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 42.9% |
$609K - $651K
|
37.7K
$2.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.69K+ 14.14% |
$91.2K - $97.4K
|
13.7K
$790K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.85K- 35.41% |
$369K - $394K
|
12.5K
$723K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
136K+ 1738.09% |
$7.3M - $7.81M
|
144K
$8.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.95K- 6.3% |
$105K - $112K
|
29K
$1.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.49K+ 12.02% |
$403K - $431K
|
69.8K
$4.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-138- 2.2% |
$7.43K - $7.94K
|
6.15K
$355K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.26KNew |
$229K - $245K
|
4.26K
$246K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
771+ 9.6% |
$41.5K - $44.3K
|
8.8K
$509K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.3K+ 26.52% |
$555K - $593K
|
49.2K
$2.84M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
400+ 0.5% |
$21.5K - $23K
|
79.9K
$4.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-6.32K- 34.24% |
$340K - $363K
|
12.1K
$701K
|
|
|
Oct 31, 2025
Q3 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
12.3K+ 56.68% |
$662K - $707K
|
34K
$1.97M
|
|
|
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
|
|