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 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
|
|
|
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
|
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
|
|