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 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
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.59K+ 6.45% |
$140K - $149K
|
42.8K
$2.47M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.59K+ 30.0% |
$301K - $322K
|
24.2K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
117+ 2.93% |
$6.3K - $6.73K
|
4.12K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-541- 3.34% |
$29.1K - $31.1K
|
15.6K
$905K
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
133K+ 13.92% |
$7.17M - $7.66M
|
1.09M
$63M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-45.7K- 35.73% |
$2.46M - $2.63M
|
82.2K
$4.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.39K+ 17.9% |
$344K - $367K
|
42.1K
$2.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
890+ 2.34% |
$47.9K - $51.2K
|
38.9K
$2.25M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
3.47K+ 23.37% |
$187K - $199K
|
18.3K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$161 - $173
|
14.5K
$839K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-842- 17.39% |
$45.3K - $48.4K
|
4K
$231K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
299+ 1.84% |
$16.1K - $17.2K
|
16.5K
$956K
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-257K- 64.08% |
$13.8M - $14.8M
|
144K
$8.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
192+ 0.53% |
$10.3K - $11K
|
36.2K
$2.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-875- 7.01% |
$47.1K - $50.3K
|
11.6K
$671K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
49KNew |
$2.63M - $2.82M
|
49K
$2.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.49K- 8.19% |
$134K - $143K
|
27.9K
$1.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-58.1K- 63.45% |
$3.13M - $3.34M
|
33.5K
$1.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.92K+ 14.87% |
$104K - $111K
|
14.9K
$859K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
265+ 3.45% |
$14.3K - $15.2K
|
7.96K
$460K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
11.1K+ 19.79% |
$598K - $639K
|
67.3K
$3.89M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-842- 3.79% |
$45.3K - $48.4K
|
21.4K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
65+ 19.52% |
$3.5K - $3.74K
|
398
$23K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-402Closed |
$21.6K - $23.1K
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
844+ 20.66% |
$45.4K - $48.5K
|
4.93K
$285K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-78.1K- 75.97% |
$4.2M - $4.49M
|
24.7K
$1.43M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
1.17K+ 3.62% |
$63.2K - $67.5K
|
33.6K
$1.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
3.6KNew |
$194K - $207K
|
3.6K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.1K- 14.96% |
$59.2K - $63.3K
|
6.26K
$362K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
219+ 1.38% |
$11.8K - $12.6K
|
16.1K
$933K
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
34K+ 374.14% |
$1.83M - $1.95M
|
43K
$2.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
100New |
$5.38K - $5.75K
|
100
$5.78K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
50New |
$2.69K - $2.88K
|
50
$2.89K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.09KNew |
$274K - $293K
|
5.09K
$294K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14+ 0.13% |
$753 - $805
|
11K
$638K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 14.07% |
$81.7K - $87.4K
|
12.3K
$712K
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.65K+ 1.9% |
$142K - $152K
|
142K
$8.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.8K+ 35.18% |
$905K - $967K
|
64.6K
$3.74M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-170- 29.26% |
$9.15K - $9.78K
|
411
$23.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
743+ 15.26% |
$40K - $42.7K
|
5.61K
$325K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.16K+ 24.4% |
$385K - $412K
|
36.5K
$2.11M
|
|