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
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-2- 0.02% |
$108 - $115
|
12.5K
$724K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.28K+ 19.32% |
$68.9K - $73.7K
|
7.91K
$457K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
372+ 18.21% |
$20K - $21.4K
|
2.42K
$140K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.83KNew |
$98.4K - $105K
|
1.83K
$106K
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.46K+ 6.3% |
$240K - $256K
|
75.2K
$4.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.49KNew |
$80.4K - $85.9K
|
1.49K
$86.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-115- 1.78% |
$6.19K - $6.61K
|
6.34K
$367K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
7.43KNew |
$400K - $427K
|
7.43K
$430K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-323- 0.51% |
$17.4K - $18.6K
|
63.6K
$3.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.06K+ 6.29% |
$57K - $60.9K
|
17.9K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
443+ 2.72% |
$23.8K - $25.5K
|
16.7K
$968K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.36K+ 2.03% |
$72.9K - $77.9K
|
68K
$3.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-612- 10.5% |
$32.9K - $35.2K
|
5.22K
$302K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.5K+ 26.05% |
$135K - $144K
|
12.1K
$700K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13.1K+ 41.44% |
$703K - $752K
|
44.6K
$2.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-89- 0.7% |
$4.79K - $5.12K
|
12.6K
$728K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-106- 0.32% |
$5.7K - $6.1K
|
33.5K
$1.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 29.74% |
$82.9K - $88.6K
|
3.64K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.46K- 8.51% |
$78.4K - $83.8K
|
15.7K
$906K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.48KNew |
$187K - $200K
|
3.48K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.22K+ 20.26% |
$119K - $128K
|
13.2K
$761K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
58K+ 10.69% |
$3.12M - $3.34M
|
601K
$34.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.09K+ 8.41% |
$58.5K - $62.6K
|
14K
$811K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.52K+ 231.26% |
$136K - $145K
|
3.61K
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.25KNew |
$229K - $244K
|
4.25K
$246K
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-6.7K- 7.58% |
$361K - $386K
|
81.7K
$4.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.02K+ 6.08% |
$378K - $404K
|
123K
$7.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.92K+ 40.51% |
$211K - $225K
|
13.6K
$785K
|
|
|
Nov 10, 2025
Q3 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
2.93K+ 30.07% |
$158K - $169K
|
12.7K
$733K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
423+ 3.36% |
$22.8K - $24.3K
|
13K
$753K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.19K+ 16.14% |
$225K - $241K
|
30.1K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
7.55KNew |
$406K - $434K
|
7.55K
$437K
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
28+ 0.48% |
$1.51K - $1.61K
|
5.84K
$338K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
49.8K+ 499.02% |
$2.68M - $2.86M
|
59.7K
$3.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-175- 39.41% |
$9.42K - $10.1K
|
269
$15.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.48K+ 14.04% |
$187K - $200K
|
28.3K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-533- 2.9% |
$28.7K - $30.7K
|
17.9K
$1.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34.9K+ 12.15% |
$1.88M - $2.01M
|
323K
$18.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.69KNew |
$252K - $270K
|
4.69K
$271K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.87M+ 26.52% |
$316M - $338M
|
28M
$1.62B
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
479+ 3.9% |
$25.8K - $27.6K
|
12.7K
$737K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.73K+ 1227.66% |
$93.1K - $99.6K
|
1.87K
$108K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.48K+ 38.82% |
$79.4K - $84.8K
|
5.28K
$305K
|
|
|
Nov 07, 2025
Q3 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.57K+ 3.8% |
$84.4K - $90.2K
|
42.8K
$2.48M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
559+ 47.29% |
$30.1K - $32.2K
|
1.74K
$101K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3.96K+ 24.23% |
$213K - $228K
|
20.3K
$1.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
523+ 12.05% |
$28.1K - $30.1K
|
4.86K
$281K
|
|
|
Nov 07, 2025
Q3 2025
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
7.14K+ 413.91% |
$384K - $411K
|
8.87K
$513K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.7K+ 3.07% |
$199K - $213K
|
124K
$7.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.07K+ 1.03% |
$111K - $119K
|
203K
$11.8M
|
|