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 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
|
|
|
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
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.4% |
$269 - $288
|
1.26K
$72.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
193New |
$10.4K - $11.1K
|
193
$11.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-385- 0.22% |
$20.7K - $22.1K
|
172K
$9.97M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.2KNew |
$226K - $242K
|
4.2K
$243K
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.37K+ 9.71% |
$182K - $194K
|
38.1K
$2.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-185- 0.77% |
$9.95K - $10.6K
|
24K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
6.34K+ 4.29% |
$341K - $365K
|
154K
$8.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
37.3KNew |
$2.01M - $2.15M
|
37.3K
$2.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.03K+ 8.94% |
$109K - $117K
|
24.7K
$1.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
38+ 0.31% |
$2.04K - $2.19K
|
12.4K
$714K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-13.4K- 20.46% |
$720K - $770K
|
52K
$3.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
3.59KNew |
$193K - $206K
|
3.59K
$207K
|
|
|
Oct 23, 2025
Q3 2025
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
3.5KNew |
$188K - $201K
|
3.5K
$202K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-398- 6.43% |
$21.4K - $22.9K
|
5.79K
$335K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
754+ 0.92% |
$40.6K - $43.4K
|
82.8K
$4.79M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
PUT |
4.5KNew |
$242K - $259K
|
4.5K
$260K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.4K+ 4.97% |
$237K - $253K
|
92.8K
$5.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
16KNew |
$862K - $921K
|
16K
$926K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-128- 57.92% |
$6.89K - $7.36K
|
93
$5.38K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
6.99KNew |
$376K - $402K
|
6.99K
$404K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 5.26% |
$94.4K - $101K
|
35.1K
$2.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.92K+ 7.49% |
$157K - $168K
|
41.8K
$2.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.6K+ 96.78% |
$947K - $1.01M
|
35.8K
$2.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-132K- 34.99% |
$7.11M - $7.6M
|
245K
$14.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11K+ 142.8% |
$590K - $631K
|
18.6K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
489+ 3.39% |
$26.3K - $28.1K
|
14.9K
$862K
|
|