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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
37.4K+ 71.28% |
$1.72M - $2.03M
|
89.9K
$5.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.89K+ 31.16% |
$86.7K - $103K
|
7.96K
$460K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
250New |
$11.5K - $13.6K
|
250
$14.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.56K- 14.17% |
$71.5K - $84.8K
|
9.43K
$545K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.6KNew |
$185K - $210K
|
3.6K
$208K
|
|
|
Aug 13, 2025
Q1 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.56K- 21.09% |
$80.2K - $91.2K
|
5.83K
$337K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.62K- 6.6% |
$186K - $212K
|
51.2K
$2.96M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
10K+ 159.09% |
$515K - $585K
|
16.3K
$942K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.1K+ 5.97% |
$723K - $822K
|
250K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
94New |
$4.84K - $5.5K
|
94
$5.44K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.7KNew |
$808K - $919K
|
15.7K
$908K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.62KNew |
$289K - $329K
|
5.62K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
4.1KNew |
$211K - $240K
|
4.1K
$237K
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
12.4KNew |
$638K - $726K
|
12.4K
$717K
|
|
|
May 15, 2025
Q1 2025
|
Tiptree Advisors, LLC
New York, NY |
BUY
|
- |
40K+ 44.77% |
$2.06M - $2.34M
|
129K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
7.18KNew |
$369K - $420K
|
7.18K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
20.2KNew |
$1.04M - $1.18M
|
20.2K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-5.57K- 53.62% |
$286K - $326K
|
4.81K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-897- 13.46% |
$46.2K - $52.5K
|
5.77K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12.9K+ 32.92% |
$664K - $755K
|
52.1K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
288KNew |
$14.8M - $16.8M
|
288K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.97KNew |
$204K - $232K
|
3.97K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-166K- 91.28% |
$8.56M - $9.74M
|
15.9K
$919K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
35New |
$1.8K - $2.05K
|
35
$2.02K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
24.2KNew |
$1.25M - $1.42M
|
24.2K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
703New |
$36.2K - $41.1K
|
703
$40.6K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-2.54K- 19.24% |
$130K - $148K
|
10.6K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.66KNew |
$240K - $273K
|
4.66K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
324New |
$16.7K - $19K
|
324
$18.7K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
46New |
$2.37K - $2.69K
|
46
$2.66K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
245+ 6.73% |
$12.6K - $14.3K
|
3.89K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
200New |
$10.3K - $11.7K
|
200
$11.6K
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
883+ 2.5% |
$45.4K - $51.7K
|
36.2K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
13.1K+ 293.78% |
$676K - $769K
|
17.6K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.85K+ 10.86% |
$198K - $225K
|
39.3K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.83KNew |
$145K - $165K
|
2.83K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
28.9K+ 45.64% |
$1.48M - $1.69M
|
92.1K
$5.32M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
23+ 0.59% |
$1.18K - $1.35K
|
3.92K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11New |
$566 - $644
|
11
$636
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
2.04KNew |
$105K - $119K
|
2.04K
$118K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.08K+ 8.02% |
$55.5K - $63.1K
|
14.5K
$840K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.44K+ 22.22% |
$73.8K - $84K
|
7.89K
$456K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.1K+ 11.42% |
$159K - $181K
|
30.2K
$1.75M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.51K+ 14.84% |
$232K - $264K
|
34.9K
$2.02M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
7.17KNew |
$369K - $419K
|
7.17K
$414K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-36.3K- 10.7% |
$1.87M - $2.12M
|
303K
$17.5M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
26KNew |
$1.34M - $1.52M
|
26K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 10.54% |
$75.4K - $85.8K
|
12.4K
$719K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
130+ 1.34% |
$6.69K - $7.61K
|
9.81K
$567K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
8.21KNew |
$422K - $480K
|
8.21K
$474K
|
|