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 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
462+ 4.07% |
$24.9K - $26.6K
|
11.8K
$683K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.64K+ 8.44% |
$88.2K - $94.3K
|
21.1K
$1.22M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
818+ 13.37% |
$44K - $47.1K
|
6.94K
$401K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
172New |
$9.26K - $9.89K
|
172
$9.95K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-394- 4.74% |
$21.2K - $22.7K
|
7.92K
$458K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
6.4KNew |
$344K - $368K
|
6.4K
$370K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 39.05% |
$226K - $242K
|
15K
$866K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
SELL
|
- |
-337- 3.44% |
$18.1K - $19.4K
|
9.45K
$546K
|
|
|
Oct 09, 2025
Q3 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
8KNew |
$430K - $460K
|
8K
$463K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.38K- 7.23% |
$505K - $539K
|
120K
$6.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.76K+ 70.32% |
$310K - $331K
|
14K
$807K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
183+ 0.61% |
$9.85K - $10.5K
|
30.4K
$1.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.26K- 1.82% |
$67.5K - $72.2K
|
67.9K
$3.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.05K- 10.36% |
$56.2K - $60.1K
|
9.04K
$523K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.56K+ 0.91% |
$83.8K - $89.6K
|
172K
$9.94M
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-530- 4.62% |
$28.5K - $30.5K
|
11K
$633K
|
|
|
Oct 09, 2025
Q3 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
10.7K+ 9.06% |
$577K - $616K
|
129K
$7.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.36K+ 35.99% |
$73.3K - $78.3K
|
5.15K
$298K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
12.3K+ 5.26% |
$662K - $707K
|
246K
$14.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-5K- 11.52% |
$269K - $288K
|
38.4K
$2.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.8K+ 7.27% |
$637K - $681K
|
175K
$10.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
6.11KNew |
$329K - $352K
|
6.11K
$354K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
443+ 1.56% |
$23.8K - $25.5K
|
28.8K
$1.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
30+ 0.24% |
$1.61K - $1.73K
|
12.3K
$712K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
33+ 0.77% |
$1.78K - $1.9K
|
4.34K
$251K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-212- 1.93% |
$11.4K - $12.2K
|
10.8K
$622K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-18- 0.1% |
$969 - $1.04K
|
17.8K
$1.03M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.27K+ 3.23% |
$68.2K - $72.9K
|
40.5K
$2.34M
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-397K- 87.92% |
$21.3M - $22.8M
|
54.5K
$3.15M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.03K+ 6.17% |
$325K - $347K
|
104K
$6M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-273K- 86.76% |
$14.7M - $15.7M
|
41.6K
$2.41M
|
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-75.5K- 66.72% |
$4.06M - $4.34M
|
37.7K
$2.18M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
124K+ 147.99% |
$6.67M - $7.13M
|
208K
$12M
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2+ 20.0% |
$108 - $115
|
12
$694
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15.9K+ 39.53% |
$855K - $914K
|
56.1K
$3.24M
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.7KNew |
$253K - $270K
|
4.7K
$272K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
141+ 0.75% |
$7.59K - $8.11K
|
19K
$1.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.23K- 14.4% |
$66.2K - $70.7K
|
7.31K
$423K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.35K+ 2.64% |
$126K - $135K
|
91.4K
$5.28M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
3.36K+ 25.24% |
$181K - $193K
|
16.7K
$965K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
202+ 4.94% |
$10.9K - $11.6K
|
4.29K
$248K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-13.6K- 11.37% |
$732K - $782K
|
106K
$6.13M
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.05K+ 7.59% |
$164K - $175K
|
43.2K
$2.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
8K+ 4.78% |
$431K - $460K
|
175K
$10.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.2KNew |
$604K - $646K
|
11.2K
$649K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
566+ 14.73% |
$30.5K - $32.6K
|
4.41K
$255K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-700- 11.72% |
$37.7K - $40.3K
|
5.28K
$305K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-4K- 97.56% |
$215K - $230K
|
100
$5.78K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
4.14KNew |
$223K - $238K
|
4.14K
$239K
|
|
| Q2 2025 | |||||||
|
Jan 05, 2026
Q2 2025
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
405New |
$18.6K - $22K
|
405
$23.4K
|
|