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 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
162+ 10.62% |
$8.72K - $9.32K
|
1.69K
$97.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.48K+ 3.89% |
$133K - $143K
|
66.2K
$3.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
440+ 1.03% |
$23.7K - $25.3K
|
43K
$2.49M
|
|
|
Oct 28, 2025
Q3 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
5.18K+ 10.82% |
$279K - $298K
|
53K
$3.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1K+ 19.42% |
$53.8K - $57.5K
|
6.15K
$356K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.73KClosed |
$201K - $215K
|
0
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-436- 1.4% |
$23.5K - $25.1K
|
30.7K
$1.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-578- 0.49% |
$31.1K - $33.2K
|
117K
$6.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
99+ 0.35% |
$5.33K - $5.69K
|
28K
$1.62M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.39K- 6.06% |
$75K - $80.1K
|
21.6K
$1.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-126- 3.35% |
$6.78K - $7.25K
|
3.63K
$210K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.24KNew |
$336K - $359K
|
6.24K
$361K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.58KNew |
$192K - $206K
|
3.58K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-475- 8.41% |
$25.6K - $27.3K
|
5.17K
$299K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-466- 2.98% |
$25.1K - $26.8K
|
15.2K
$878K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.61K+ 8.8% |
$194K - $208K
|
44.7K
$2.58M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4+ 0.34% |
$215 - $230
|
1.2K
$69.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.8K+ 4.04% |
$2.41M - $2.58M
|
1.15M
$66.6M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
26+ 2.54% |
$1.4K - $1.5K
|
1.05K
$60.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 1.46% |
$10.8K - $11.5K
|
13.5K
$779K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.51K+ 21.13% |
$81.2K - $86.8K
|
8.65K
$500K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-184- 0.65% |
$9.9K - $10.6K
|
28K
$1.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-340- 39.4% |
$18.3K - $19.6K
|
523
$30.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-3.72K- 2.21% |
$200K - $214K
|
165K
$9.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.55K+ 12.95% |
$514K - $549K
|
83.3K
$4.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-9- 0.17% |
$484 - $518
|
5.32K
$307K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.83KNew |
$206K - $220K
|
3.83K
$221K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-191- 2.3% |
$10.3K - $11K
|
8.12K
$469K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
68+ 0.54% |
$3.66K - $3.91K
|
12.6K
$728K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-8.35K- 5.23% |
$449K - $480K
|
151K
$8.74M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
13.6KNew |
$733K - $783K
|
13.6K
$787K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-124- 0.6% |
$6.67K - $7.13K
|
20.4K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-6.52K- 21.26% |
$351K - $375K
|
24.2K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.41K- 24.15% |
$75.8K - $81K
|
4.43K
$256K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
8.59K+ 1.91% |
$462K - $494K
|
459K
$26.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-10.6K- 50.32% |
$569K - $608K
|
10.4K
$603K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
610+ 2.48% |
$32.8K - $35.1K
|
25.2K
$1.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
17.3K+ 15.72% |
$928K - $993K
|
127K
$7.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
2.14K+ 5.04% |
$115K - $123K
|
44.5K
$2.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
280+ 7.29% |
$15.1K - $16.1K
|
4.12K
$238K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
22.9K+ 214.29% |
$1.23M - $1.32M
|
33.6K
$1.94M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
6.9KNew |
$371K - $397K
|
6.9K
$399K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
65+ 0.13% |
$3.5K - $3.74K
|
51.2K
$2.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-64- 6.84% |
$3.44K - $3.68K
|
871
$50.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
5.96KNew |
$321K - $343K
|
5.96K
$345K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.36K+ 681.5% |
$73.3K - $78.4K
|
1.56K
$90.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
900+ 4.12% |
$48.4K - $51.8K
|
22.8K
$1.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-663- 14.17% |
$35.7K - $38.1K
|
4.02K
$232K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-130- 7.54% |
$7K - $7.48K
|
1.59K
$92.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
34.5K+ 281.64% |
$1.86M - $1.98M
|
46.7K
$2.7M
|
|