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 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.25K- 6.69% |
$282K - $302K
|
73.2K
$4.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.33K+ 3.5% |
$125K - $134K
|
68.8K
$3.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.01K- 1.55% |
$270K - $288K
|
318K
$18.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.79KNew |
$257K - $275K
|
4.79K
$277K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
371+ 1.78% |
$20K - $21.3K
|
21.2K
$1.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
512+ 8.98% |
$27.6K - $29.5K
|
6.21K
$359K
|
|
|
Nov 05, 2025
Q3 2025
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
6.63K+ 8.31% |
$357K - $381K
|
86.5K
$5M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
82.2K+ 186.58% |
$4.42M - $4.73M
|
126K
$7.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-38.8K- 99.85% |
$2.09M - $2.23M
|
60
$3.47K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.93KNew |
$211K - $226K
|
3.93K
$227K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.07K- 0.18% |
$57.6K - $61.6K
|
584K
$33.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
36.5K+ 112.85% |
$1.97M - $2.1M
|
68.9K
$3.99M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.03K+ 104.82% |
$271K - $289K
|
9.83K
$568K
|
|
|
Nov 05, 2025
Q3 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-2.71K- 3.4% |
$146K - $156K
|
77.2K
$4.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
59+ 2.08% |
$3.17K - $3.39K
|
2.89K
$167K
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
3.9KNew |
$210K - $224K
|
3.9K
$225K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
5.28K+ 32.31% |
$284K - $304K
|
21.6K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.86K+ 7.02% |
$99.9K - $107K
|
28.3K
$1.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
947+ 4.61% |
$51K - $54.5K
|
21.5K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.31K+ 25.22% |
$70.5K - $75.4K
|
6.51K
$376K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-554- 1.75% |
$29.8K - $31.9K
|
31.1K
$1.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.42K+ 4.17% |
$130K - $139K
|
60.4K
$3.49M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.55K+ 73.08% |
$299K - $319K
|
13.2K
$760K
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
483+ 2.61% |
$26K - $27.8K
|
19K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-628- 9.86% |
$33.8K - $36.1K
|
5.74K
$332K
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-231- 5.82% |
$12.4K - $13.3K
|
3.74K
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-3.81K- 43.11% |
$205K - $219K
|
5.03K
$291K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.96K+ 25.9% |
$105K - $112K
|
9.5K
$549K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.05K- 15.88% |
$326K - $348K
|
32.1K
$1.85M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.45% |
$161 - $173
|
671
$38.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
83.7K+ 1318.23% |
$4.5M - $4.81M
|
90K
$5.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-44- 8.29% |
$2.37K - $2.53K
|
487
$28.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
7.87K+ 8.37% |
$423K - $452K
|
102K
$5.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.6K+ 26.98% |
$1.06M - $1.13M
|
92.4K
$5.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
SELL
|
- |
-24.8K- 63.54% |
$1.33M - $1.42M
|
14.2K
$822K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.65KNew |
$250K - $267K
|
4.65K
$269K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-339K- 39.97% |
$18.3M - $19.5M
|
510K
$29.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
399K+ 44.09% |
$21.5M - $22.9M
|
1.3M
$75.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
514+ 12.63% |
$27.7K - $29.6K
|
4.59K
$265K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
11.8K+ 22.42% |
$635K - $678K
|
64.4K
$3.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.16K+ 26.61% |
$224K - $239K
|
19.8K
$1.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
689New |
$37.1K - $39.6K
|
689
$39.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
20.3K+ 11.7% |
$1.09M - $1.17M
|
194K
$11.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
115+ 1.47% |
$6.19K - $6.61K
|
7.92K
$458K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.11K- 7.86% |
$167K - $179K
|
36.4K
$2.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.65K+ 18.87% |
$88.9K - $95.1K
|
10.4K
$602K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.89K- 17.35% |
$209K - $224K
|
18.5K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
351+ 164.79% |
$18.9K - $20.2K
|
564
$32.6K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.73K- 1.99% |
$93.3K - $99.7K
|
85.3K
$4.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-523- 0.97% |
$28.1K - $30.1K
|
53.4K
$3.09M
|
|