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 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.41K- 2.34% |
$345K - $368K
|
267K
$15.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-865- 6.42% |
$46.5K - $49.8K
|
12.6K
$729K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
90+ 0.59% |
$4.84K - $5.18K
|
15.4K
$892K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
145+ 0.92% |
$7.8K - $8.34K
|
15.9K
$920K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-1.09K- 5.67% |
$58.7K - $62.7K
|
18.1K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.39K- 47.01% |
$128K - $137K
|
2.69K
$156K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
34.1KNew |
$1.84M - $1.96M
|
34.1K
$1.97M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-794- 8.49% |
$42.7K - $45.7K
|
8.56K
$495K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23.1K+ 77.98% |
$1.25M - $1.33M
|
52.8K
$3.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.79K+ 6.58% |
$473K - $506K
|
142K
$8.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-506- 8.1% |
$27.2K - $29.1K
|
5.74K
$332K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
10.9K+ 24.23% |
$586K - $626K
|
55.8K
$3.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.28K- 7.79% |
$392K - $419K
|
86.2K
$4.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.76K+ 12.46% |
$417K - $446K
|
70K
$4.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.52K+ 45.01% |
$135K - $145K
|
8.11K
$469K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
25.9K+ 35.0% |
$1.39M - $1.49M
|
99.8K
$5.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 9.17% |
$64.6K - $69K
|
11.9K
$687K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-908- 2.28% |
$48.9K - $52.2K
|
38.9K
$2.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-11.1K- 13.86% |
$599K - $640K
|
69.2K
$4M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
460+ 1.1% |
$24.8K - $26.5K
|
42.4K
$2.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.22K+ 2.07% |
$119K - $128K
|
110K
$6.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-92- 1.13% |
$4.95K - $5.29K
|
8.07K
$466K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-22.2K- 71.35% |
$1.2M - $1.28M
|
8.92K
$516K
|
|
|
Nov 06, 2025
Q3 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
36+ 0.1% |
$1.94K - $2.07K
|
34.8K
$2.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
353+ 3.64% |
$19K - $20.3K
|
10K
$581K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.3K+ 0.59% |
$285K - $305K
|
904K
$52.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
314+ 2.28% |
$16.9K - $18.1K
|
14.1K
$814K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.47K+ 20.59% |
$79.2K - $84.6K
|
8.62K
$498K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.62K- 84.36% |
$87.1K - $93.1K
|
300
$17.3K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
BUY
|
- |
12New |
$646 - $690
|
12
$694
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
575+ 5.28% |
$30.9K - $33.1K
|
11.5K
$663K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-68.9K- 94.74% |
$3.71M - $3.96M
|
3.82K
$221K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
3.68K+ 9.54% |
$198K - $212K
|
42.2K
$2.44M
|
|
|
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
|
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
|
|