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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.83KNew |
$222K - $263K
|
4.83K
$279K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
17.8K+ 29.09% |
$817K - $968K
|
79K
$4.57M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
45+ 0.11% |
$2.06K - $2.45K
|
42.1K
$2.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
60.2K+ 6.21% |
$2.76M - $3.27M
|
1.03M
$59.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
240+ 10.92% |
$11K - $13.1K
|
2.44K
$141K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.1KNew |
$188K - $223K
|
4.1K
$237K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
900+ 7.1% |
$41.3K - $49K
|
13.6K
$785K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-1.05K- 93.43% |
$48.3K - $57.3K
|
74
$4.28K
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-13.1K- 73.44% |
$599K - $710K
|
4.72K
$273K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.05K+ 24.61% |
$48.2K - $57.1K
|
5.32K
$307K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.32K- 18.63% |
$336K - $398K
|
32K
$1.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
20+ 0.31% |
$918 - $1.09K
|
6.57K
$380K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
167+ 2.28% |
$7.66K - $9.08K
|
7.49K
$433K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
15New |
$688 - $816
|
15
$867
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
70+ 0.9% |
$3.21K - $3.81K
|
7.86K
$454K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
937+ 2.16% |
$43K - $51K
|
44.4K
$2.56M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
500+ 12.2% |
$22.9K - $27.2K
|
4.6K
$266K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
19+ 158.33% |
$872 - $1.03K
|
31
$1.79K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
19New |
$872 - $1.03K
|
19
$1.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.52K+ 9.24% |
$69.5K - $82.4K
|
17.9K
$1.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
SELL
|
CALL |
-200- 4.65% |
$9.18K - $10.9K
|
4.1K
$237K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
81.6K+ 21.67% |
$3.74M - $4.44M
|
458K
$26.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
425+ 9.22% |
$19.5K - $23.1K
|
5.04K
$291K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
2.8KNew |
$128K - $152K
|
2.8K
$162K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.75KNew |
$172K - $204K
|
3.75K
$217K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.77KNew |
$173K - $205K
|
3.77K
$218K
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
7.89KNew |
$362K - $429K
|
7.89K
$456K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 33.39% |
$69.1K - $81.9K
|
6.02K
$348K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
36KNew |
$1.65M - $1.96M
|
36K
$2.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
11.6KNew |
$531K - $630K
|
11.6K
$669K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.97KNew |
$182K - $216K
|
3.97K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3K+ 12.05% |
$138K - $163K
|
27.9K
$1.61M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
5.56KNew |
$255K - $303K
|
5.56K
$322K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
20.8KNew |
$956K - $1.13M
|
20.8K
$1.2M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.08KNew |
$49.6K - $58.8K
|
1.08K
$62.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-275K- 45.27% |
$12.6M - $15M
|
333K
$19.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
200New |
$9.18K - $10.9K
|
200
$11.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7K- 40.0% |
$321K - $381K
|
10.5K
$607K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
858+ 17.75% |
$39.4K - $46.7K
|
5.69K
$329K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
17.1KNew |
$785K - $930K
|
17.1K
$989K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.33K+ 28.1% |
$60.8K - $72.1K
|
6.04K
$349K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-101- 11.21% |
$4.63K - $5.49K
|
800
$46.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
12+ 0.15% |
$551 - $653
|
7.98K
$461K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.88K+ 44.91% |
$178K - $211K
|
12.5K
$724K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 2.98% |
$2.29K - $2.72K
|
1.63K
$94.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.42KNew |
$341K - $404K
|
7.42K
$429K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 0.47% |
$459 - $544
|
2.14K
$124K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
69+ 69.0% |
$3.17K - $3.75K
|
169
$9.77K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-134- 27.29% |
$6.15K - $7.29K
|
357
$20.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
15+ 20.83% |
$688 - $816
|
87
$5.03K
|
|