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 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 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
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-695- 5.05% |
$31.9K - $37.8K
|
13.1K
$755K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
736K+ 23.89% |
$33.8M - $40M
|
3.82M
$221M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-993- 13.0% |
$45.6K - $54K
|
6.65K
$384K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-17K- 49.92% |
$781K - $926K
|
17.1K
$987K
|
|
|
Oct 21, 2025
Q2 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-20.5K- 11.09% |
$941K - $1.12M
|
164K
$9.51M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.72K+ 72.17% |
$171K - $202K
|
8.88K
$513K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
222New |
$10.2K - $12.1K
|
222
$12.8K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
16.1KNew |
$739K - $877K
|
16.1K
$932K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5.59K- 8.93% |
$256K - $304K
|
56.9K
$3.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.96% |
$45.9 - $54.4
|
52
$3.01K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600+ 300.0% |
$27.5K - $32.6K
|
800
$46.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
3.7KNew |
$170K - $201K
|
3.7K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-574- 2.47% |
$26.3K - $31.2K
|
22.7K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.49K+ 4.37% |
$68.5K - $81.2K
|
35.7K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5KNew |
$229K - $272K
|
5K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.9KNew |
$591K - $701K
|
12.9K
$745K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.14K+ 15.51% |
$98.2K - $116K
|
15.9K
$921K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300+ 59.76% |
$13.8K - $16.3K
|
802
$46.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
213New |
$9.77K - $11.6K
|
213
$12.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
172New |
$7.89K - $9.36K
|
172
$9.95K
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.98K+ 59.46% |
$137K - $162K
|
8K
$463K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
90.9KNew |
$4.17M - $4.94M
|
90.9K
$5.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
442K+ 4392.58% |
$20.3M - $24M
|
452K
$26.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
14.6K+ 36.04% |
$669K - $793K
|
55.1K
$3.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.9K+ 9.2% |
$133K - $158K
|
34.4K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-603- 3.67% |
$27.7K - $32.8K
|
15.8K
$914K
|
|
|
Aug 13, 2025
Q2 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.28K+ 37.34% |
$150K - $178K
|
12K
$696K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
400+ 4.25% |
$18.4K - $21.8K
|
9.82K
$568K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
271KNew |
$12.5M - $14.8M
|
271K
$15.7M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
22.4K+ 75.89% |
$1.03M - $1.22M
|
51.9K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
462New |
$21.2K - $25.1K
|
462
$26.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
161+ 21.44% |
$7.39K - $8.76K
|
912
$52.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
115New |
$5.28K - $6.26K
|
115
$6.65K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-12- 0.27% |
$551 - $653
|
4.46K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.18KNew |
$192K - $227K
|
4.18K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.74KNew |
$79.9K - $94.7K
|
1.74K
$101K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
91New |
$4.18K - $4.95K
|
91
$5.26K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-600- 11.32% |
$27.5K - $32.6K
|
4.7K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
10.1KNew |
$462K - $548K
|
10.1K
$582K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
5.62KNew |
$258K - $306K
|
5.62K
$325K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
778New |
$35.7K - $42.3K
|
778
$45K
|
|
|
Aug 11, 2025
Q2 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
800New |
$36.7K - $43.5K
|
800
$46.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-167K- 94.92% |
$7.68M - $9.1M
|
8.95K
$517K
|
|