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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.07K+ 18.93% |
$55K - $62.5K
|
6.72K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
301New |
$15.5K - $17.6K
|
301
$17.4K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
6.77K+ 5.88% |
$348K - $396K
|
122K
$7.05M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
153+ 29.25% |
$7.87K - $8.95K
|
676
$39.1K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-6.55K- 27.9% |
$337K - $383K
|
16.9K
$978K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
250+ 31.41% |
$12.9K - $14.6K
|
1.05K
$60.5K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-6.25K- 11.62% |
$322K - $366K
|
47.6K
$2.75M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
7.32KNew |
$377K - $428K
|
7.32K
$423K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-18- 0.3% |
$926 - $1.05K
|
6.03K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
4.68KNew |
$241K - $274K
|
4.68K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
780+ 19.5% |
$40.1K - $45.6K
|
4.78K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-2.42K- 28.81% |
$125K - $142K
|
5.98K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.2KNew |
$113K - $129K
|
2.2K
$127K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
237New |
$12.2K - $13.9K
|
237
$13.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 12.5% |
$51.5 - $58.5
|
9
$520
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
35+ 0.83% |
$1.8K - $2.05K
|
4.27K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-94- 17.8% |
$4.84K - $5.5K
|
434
$25.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
2.18KNew |
$112K - $128K
|
2.18K
$126K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100New |
$5.15K - $5.85K
|
100
$5.78K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1K+ 9.09% |
$51.5K - $58.5K
|
12K
$694K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.7KNew |
$604K - $687K
|
11.7K
$679K
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
14K+ 96.4% |
$719K - $817K
|
28.5K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
898+ 24.6% |
$46.2K - $52.5K
|
4.55K
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
475New |
$24.4K - $27.8K
|
475
$27.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
13.9K+ 17.66% |
$717K - $815K
|
92.8K
$5.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
100New |
$5.15K - $5.85K
|
100
$5.78K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
100+ 2.56% |
$5.15K - $5.85K
|
4K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.52K+ 18.21% |
$78.2K - $88.9K
|
9.87K
$570K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-25.4K- 43.99% |
$1.31M - $1.49M
|
32.4K
$1.87M
|
|