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 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
|
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
|
|
|
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
|
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
|
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
|
|