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 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
|
Secure Asset Management, LLC
|
BUY
|
- |
1.36K+ 35.99% |
$73.3K - $78.3K
|
5.15K
$298K
|
|
|
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 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
33+ 0.77% |
$1.78K - $1.9K
|
4.34K
$251K
|
|
|
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
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.03K+ 6.17% |
$325K - $347K
|
104K
$6M
|
|
|
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
|
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 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
|
|