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 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
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.95K+ 43.32% |
$105K - $112K
|
6.44K
$372K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
3.6KNew |
$194K - $207K
|
3.6K
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-75.9K- 2.66% |
$4.09M - $4.37M
|
2.78M
$161M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
8.38K+ 12.37% |
$451K - $482K
|
76.1K
$4.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
39.6K+ 55.15% |
$2.13M - $2.28M
|
112K
$6.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.36K+ 23.45% |
$396K - $423K
|
38.7K
$2.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.08K+ 54.61% |
$165K - $177K
|
8.71K
$503K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24.5K+ 32.85% |
$1.32M - $1.41M
|
99.2K
$5.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7.32K- 2.72% |
$394K - $421K
|
262K
$15.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
91+ 2.13% |
$4.9K - $5.23K
|
4.36K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-727- 5.19% |
$39.1K - $41.8K
|
13.3K
$767K
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
483+ 0.4% |
$26K - $27.8K
|
122K
$7.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
114+ 2.55% |
$6.13K - $6.56K
|
4.59K
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
48.3K+ 55.93% |
$2.6M - $2.78M
|
135K
$7.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.34K+ 16.02% |
$71.8K - $76.8K
|
9.67K
$559K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
89.9K+ 460.56% |
$4.84M - $5.17M
|
109K
$6.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
130K+ 177.35% |
$7.02M - $7.5M
|
204K
$11.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.4K+ 18.35% |
$718K - $768K
|
86.1K
$4.98M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-18.3K- 57.52% |
$985K - $1.05M
|
13.5K
$782K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11K+ 8.32% |
$589K - $630K
|
143K
$8.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
551+ 4.03% |
$29.6K - $31.7K
|
14.2K
$823K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
85.3K+ 59.49% |
$4.59M - $4.91M
|
229K
$13.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
403+ 70.09% |
$21.7K - $23.2K
|
978
$56.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.2K+ 52.48% |
$1.09M - $1.16M
|
58.6K
$3.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
5.17K+ 12.37% |
$278K - $297K
|
46.9K
$2.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-3.83K- 15.08% |
$206K - $220K
|
21.6K
$1.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.24K+ 2.06% |
$66.9K - $71.6K
|
61.7K
$3.57M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.7K+ 9.09% |
$360K - $385K
|
80.4K
$4.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.62K+ 6.78% |
$195K - $208K
|
56.9K
$3.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.3K- 41.52% |
$930K - $994K
|
24.3K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
9.75KNew |
$525K - $561K
|
9.75K
$564K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-11.5K- 15.4% |
$621K - $664K
|
63.4K
$3.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.95K+ 3.97% |
$105K - $112K
|
51.1K
$2.96M
|
|