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
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.6K+ 20.75% |
$1.11M - $1.19M
|
120K
$6.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-53.9K- 27.04% |
$2.9M - $3.1M
|
145K
$8.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12K- 75.83% |
$645K - $690K
|
3.82K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
349K+ 621.71% |
$18.8M - $20.1M
|
406K
$23.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.2K+ 17.39% |
$226K - $242K
|
28.4K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
10.8K+ 53.55% |
$581K - $621K
|
30.9K
$1.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.76K+ 18.62% |
$149K - $159K
|
17.6K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-281- 1.81% |
$15.1K - $16.2K
|
15.3K
$882K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
BUY
|
- |
26.2K+ 14.79% |
$1.41M - $1.51M
|
204K
$11.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
9.92K+ 141.84% |
$534K - $571K
|
16.9K
$978K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.78K+ 12.81% |
$257K - $275K
|
42.1K
$2.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
125New |
$6.73K - $7.19K
|
125
$7.23K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
111+ 2.32% |
$5.97K - $6.38K
|
4.9K
$283K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20.4K- 19.55% |
$1.1M - $1.17M
|
84K
$4.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
47.9K+ 19.41% |
$2.58M - $2.75M
|
295K
$17M
|
|
|
Nov 12, 2025
Q3 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-17.2K- 29.58% |
$927K - $991K
|
41K
$2.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
27.5KNew |
$1.48M - $1.58M
|
27.5K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.7K+ 5.21% |
$1.76M - $1.88M
|
661K
$38.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
13.6KNew |
$734K - $785K
|
13.6K
$789K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51.6K+ 9.6% |
$2.77M - $2.97M
|
589K
$34M
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-665- 15.67% |
$35.8K - $38.3K
|
3.58K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
113New |
$6.08K - $6.5K
|
113
$6.53K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18.2K+ 42.9% |
$977K - $1.04M
|
60.5K
$3.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
16.5KNew |
$887K - $948K
|
16.5K
$953K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-29.7K- 11.96% |
$1.6M - $1.71M
|
218K
$12.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.93K+ 6.11% |
$211K - $226K
|
68.2K
$3.95M
|
|
|
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
|
|