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 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
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
8.22K+ 3.27% |
$442K - $473K
|
259K
$15M
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-1.76K- 16.36% |
$94.7K - $101K
|
9K
$520K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.56K+ 28.69% |
$192K - $205K
|
16K
$923K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
971+ 6.4% |
$52.2K - $55.9K
|
16.1K
$934K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.2KNew |
$118K - $127K
|
2.2K
$127K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-3.27K- 7.06% |
$176K - $188K
|
43.1K
$2.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.77K- 14.91% |
$203K - $217K
|
21.5K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
307New |
$16.5K - $17.7K
|
307
$17.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
51.9K+ 77.25% |
$2.79M - $2.98M
|
119K
$6.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-696- 49.71% |
$37.5K - $40K
|
704
$40.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.09K+ 11.21% |
$58.4K - $62.4K
|
10.8K
$622K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-25.5K- 16.49% |
$1.37M - $1.47M
|
129K
$7.48M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4.89KNew |
$263K - $281K
|
4.89K
$283K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.24K- 7.58% |
$228K - $244K
|
51.8K
$2.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-446K- 95.73% |
$24M - $25.6M
|
19.9K
$1.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
32+ 0.31% |
$1.72K - $1.84K
|
10.3K
$598K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1Closed |
$53.8 - $57.5
|
0
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-329- 3.31% |
$17.7K - $18.9K
|
9.62K
$556K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
8.74K+ 46.33% |
$471K - $503K
|
27.6K
$1.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-162K- 20.92% |
$8.71M - $9.31M
|
612K
$35.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.04K+ 13.2% |
$433K - $463K
|
69K
$3.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.82KNew |
$206K - $220K
|
3.82K
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4.38K+ 36.35% |
$235K - $252K
|
16.4K
$949K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
94+ 0.78% |
$5.06K - $5.41K
|
12.2K
$706K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.33K+ 16.42% |
$126K - $134K
|
16.5K
$956K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
25.3K+ 13.94% |
$1.36M - $1.46M
|
207K
$12M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
46.2K+ 307.35% |
$2.49M - $2.66M
|
61.3K
$3.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
637+ 4.3% |
$34.3K - $36.6K
|
15.5K
$894K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.2K+ 3.47% |
$172K - $184K
|
95.3K
$5.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2.02K- 19.74% |
$108K - $116K
|
8.19K
$474K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
15.5K+ 15.34% |
$835K - $893K
|
117K
$6.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.12K+ 93.38% |
$221K - $237K
|
8.52K
$493K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-134- 0.81% |
$7.21K - $7.71K
|
16.4K
$951K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-6.81K- 20.67% |
$367K - $392K
|
26.1K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
71.5K+ 10.14% |
$3.85M - $4.11M
|
777K
$44.9M
|
|