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 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-21- 0.49% |
$1.13K - $1.21K
|
4.28K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
81.5K+ 50.56% |
$4.39M - $4.69M
|
243K
$14M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-82.1K- 53.73% |
$4.42M - $4.72M
|
70.7K
$4.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4+ 2.34% |
$215 - $230
|
175
$10.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
350New |
$18.8K - $20.1K
|
350
$20.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
6.65K+ 46.24% |
$358K - $382K
|
21K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
132+ 1.95% |
$7.1K - $7.59K
|
6.88K
$398K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-351- 3.35% |
$18.9K - $20.2K
|
10.1K
$586K
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-6.18K- 30.16% |
$333K - $355K
|
14.3K
$828K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.05K- 3.53% |
$56.4K - $60.3K
|
28.7K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.02K- 6.76% |
$54.7K - $58.5K
|
14K
$811K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15.8K+ 41.93% |
$849K - $908K
|
53.4K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 1.97% |
$53.8K - $57.5K
|
49.7K
$2.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18M+ 9.03% |
$63.7M - $68.1M
|
14.3M
$826M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.9K- 28.91% |
$102K - $109K
|
4.67K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.96KNew |
$213K - $227K
|
3.96K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
32+ 0.06% |
$1.72K - $1.84K
|
56.4K
$3.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76.7K+ 5.89% |
$4.13M - $4.41M
|
1.38M
$79.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.5K- 35.86% |
$941K - $1.01M
|
31.3K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Melia Wealth LLC
Tulsa, OK |
BUY
|
- |
7.87K+ 60.04% |
$423K - $452K
|
21K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-661- 8.46% |
$35.6K - $38K
|
7.15K
$413K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
564+ 3.31% |
$30.3K - $32.4K
|
17.6K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-3.46K- 45.44% |
$186K - $199K
|
4.16K
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
469KNew |
$25.2M - $27M
|
469K
$27.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.35K- 4.61% |
$72.5K - $77.5K
|
27.9K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
166+ 1.65% |
$8.93K - $9.55K
|
10.2K
$593K
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-78.5K- 6.87% |
$4.23M - $4.52M
|
1.07M
$61.6M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.04K- 1.44% |
$56.1K - $60K
|
71.3K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.35K+ 173.9% |
$72.4K - $77.4K
|
2.12K
$123K
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.81K+ 51.77% |
$420K - $449K
|
22.9K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
30.1K+ 515.69% |
$1.62M - $1.73M
|
36K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-930- 5.5% |
$50K - $53.5K
|
16K
$923K
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.8K+ 4.94% |
$150K - $161K
|
59.3K
$3.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.6K+ 7.14% |
$140K - $150K
|
39.1K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-999- 7.56% |
$53.8K - $57.5K
|
12.2K
$706K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-751- 0.3% |
$40.4K - $43.2K
|
252K
$14.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.68K- 11.86% |
$90.5K - $96.7K
|
12.5K
$723K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.52K+ 6.15% |
$189K - $203K
|
60.8K
$3.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.39K+ 9.16% |
$290K - $310K
|
64.2K
$3.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-85- 1.6% |
$4.57K - $4.89K
|
5.22K
$302K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
1.54K+ 4.67% |
$83.1K - $88.8K
|
34.6K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
37.2K+ 3.85% |
$2M - $2.14M
|
1M
$57.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
193+ 1.04% |
$10.4K - $11.1K
|
18.8K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
23.1K+ 33.73% |
$1.24M - $1.33M
|
91.6K
$5.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
5.1K+ 12.69% |
$274K - $293K
|
45.3K
$2.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
BUY
|
- |
7.15KNew |
$385K - $411K
|
7.15K
$413K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.96K- 3.07% |
$213K - $228K
|
125K
$7.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.85K- 21.22% |
$154K - $164K
|
10.6K
$612K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
31.1K+ 193.91% |
$1.68M - $1.79M
|
47.2K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.04K+ 5.98% |
$55.9K - $59.8K
|
18.4K
$1.06M
|
|