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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-63.4K- 92.13% |
$3.41M - $3.65M
|
5.41K
$313K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-330- 3.4% |
$17.8K - $19K
|
9.37K
$542K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-46.5K- 32.21% |
$2.5M - $2.68M
|
97.9K
$5.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-92.1K- 41.18% |
$4.96M - $5.3M
|
132K
$7.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2.04K+ 7.61% |
$110K - $117K
|
28.8K
$1.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
280+ 4.42% |
$15.1K - $16.1K
|
6.62K
$383K
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$118K - $127K
|
2.2K
$127K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-83.8K- 11.93% |
$4.51M - $4.82M
|
619K
$35.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.66K+ 6.98% |
$466K - $498K
|
133K
$7.68M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-154- 3.75% |
$8.29K - $8.86K
|
3.96K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.83K+ 9.56% |
$98.6K - $105K
|
21K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.23KNew |
$227K - $243K
|
4.23K
$244K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.48K- 17.55% |
$79.6K - $85.1K
|
6.95K
$402K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.3K+ 1.78% |
$611K - $653K
|
650K
$37.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100New |
$5.38K - $5.75K
|
100
$5.78K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-40.9K- 16.7% |
$2.2M - $2.35M
|
204K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
118+ 1.14% |
$6.35K - $6.79K
|
10.5K
$605K
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.76K- 5.11% |
$94.7K - $101K
|
32.7K
$1.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
4.58K+ 4.88% |
$246K - $263K
|
98.4K
$5.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
836+ 2.1% |
$45K - $48.1K
|
40.7K
$2.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
772+ 1.58% |
$41.5K - $44.4K
|
49.6K
$2.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
242K+ 3.19% |
$13M - $13.9M
|
7.81M
$452M
|
|
|
Nov 13, 2025
Q3 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-17K- 13.57% |
$914K - $977K
|
108K
$6.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.09K+ 3.26% |
$58.4K - $62.5K
|
34.4K
$1.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-9.5K- 7.3% |
$511K - $546K
|
121K
$6.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32.1K+ 138.33% |
$1.73M - $1.85M
|
55.4K
$3.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-373K- 9.9% |
$20.1M - $21.4M
|
3.39M
$196M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.01KNew |
$270K - $288K
|
5.01K
$290K
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
55.4K+ 2.15% |
$2.98M - $3.19M
|
2.63M
$152M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
23.6K+ 40.56% |
$1.27M - $1.36M
|
81.8K
$4.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
5.61KNew |
$302K - $323K
|
5.61K
$325K
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
25.5KNew |
$1.37M - $1.46M
|
25.5K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-4.12K- 26.15% |
$222K - $237K
|
11.6K
$673K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.33K- 4.85% |
$71.8K - $76.7K
|
26.2K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-3.63K- 3.98% |
$196K - $209K
|
87.7K
$5.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
7.06KNew |
$380K - $406K
|
7.06K
$408K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
SELL
|
- |
-1.1K- 22.61% |
$59.2K - $63.3K
|
3.77K
$218K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-467- 4.48% |
$25.1K - $26.9K
|
9.96K
$576K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.77K- 10.35% |
$472K - $504K
|
75.9K
$4.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
27.5K+ 37.86% |
$1.48M - $1.58M
|
100K
$5.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
353+ 9.28% |
$19K - $20.3K
|
4.16K
$240K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
48.4KNew |
$2.6M - $2.78M
|
48.4K
$2.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-396- 0.6% |
$21.3K - $22.8K
|
65.2K
$3.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-38- 0.11% |
$2.04K - $2.19K
|
35.5K
$2.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
16.6KNew |
$891K - $953K
|
16.6K
$957K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
126K+ 13.09% |
$6.79M - $7.26M
|
1.09M
$63M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
10.4K+ 6.85% |
$561K - $600K
|
163K
$9.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.05K+ 23.98% |
$56.4K - $60.3K
|
5.42K
$314K
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
8.46K+ 5.9% |
$455K - $487K
|
152K
$8.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6+ 18.75% |
$323 - $345
|
38
$2.2K
|
|