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 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
382+ 1.96% |
$20.6K - $22K
|
19.9K
$1.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.3K+ 1.95% |
$3.68M - $3.93M
|
3.57M
$207M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
5.08K+ 111.29% |
$273K - $292K
|
9.64K
$557K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
41.3K+ 6.03% |
$2.22M - $2.37M
|
725K
$41.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.32K+ 3.41% |
$71K - $75.9K
|
40K
$2.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-141- 1.48% |
$7.59K - $8.11K
|
9.37K
$542K
|
|
|
Nov 03, 2025
Q3 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
148+ 1.56% |
$7.96K - $8.51K
|
9.66K
$559K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.63K+ 51.0% |
$249K - $266K
|
13.7K
$793K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
614+ 0.43% |
$33K - $35.3K
|
143K
$8.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
37.9K+ 6.89% |
$2.04M - $2.18M
|
588K
$34M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-6.11K- 42.73% |
$329K - $351K
|
8.19K
$474K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.5KNew |
$188K - $201K
|
3.5K
$203K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$226K - $242K
|
4.2K
$243K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-970- 83.48% |
$52.2K - $55.8K
|
192
$11.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.55K- 10.16% |
$83.5K - $89.2K
|
13.7K
$793K
|
|
|
Nov 03, 2025
Q3 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
6.81KNew |
$366K - $392K
|
6.81K
$394K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.69K+ 4.99% |
$90.8K - $97K
|
35.5K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-200- 1.47% |
$10.8K - $11.5K
|
13.4K
$776K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
30K+ 12.4% |
$1.61M - $1.72M
|
272K
$15.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.88K- 1.16% |
$101K - $108K
|
159K
$9.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.23K- 9.84% |
$66.1K - $70.7K
|
11.3K
$651K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.71K+ 26.04% |
$361K - $386K
|
32.5K
$1.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-311- 7.13% |
$16.7K - $17.9K
|
4.05K
$234K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6+ 0.43% |
$323 - $345
|
1.39K
$80.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
39+ 2.43% |
$2.1K - $2.24K
|
1.65K
$95.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
4.15K+ 96.46% |
$223K - $239K
|
8.45K
$488K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.3K+ 42.9% |
$609K - $651K
|
37.7K
$2.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.69K+ 14.14% |
$91.2K - $97.4K
|
13.7K
$790K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.85K- 35.41% |
$369K - $394K
|
12.5K
$723K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
136K+ 1738.09% |
$7.3M - $7.81M
|
144K
$8.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.95K- 6.3% |
$105K - $112K
|
29K
$1.68M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.49K+ 12.02% |
$403K - $431K
|
69.8K
$4.04M
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-138- 2.2% |
$7.43K - $7.94K
|
6.15K
$355K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.26KNew |
$229K - $245K
|
4.26K
$246K
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
771+ 9.6% |
$41.5K - $44.3K
|
8.8K
$509K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.3K+ 26.52% |
$555K - $593K
|
49.2K
$2.84M
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
400+ 0.5% |
$21.5K - $23K
|
79.9K
$4.62M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-6.32K- 34.24% |
$340K - $363K
|
12.1K
$701K
|
|
|
Oct 31, 2025
Q3 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
12.3K+ 56.68% |
$662K - $707K
|
34K
$1.97M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.21KNew |
$226K - $242K
|
4.21K
$243K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.49K- 12.43% |
$80.1K - $85.6K
|
10.5K
$606K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.74K+ 280.42% |
$201K - $215K
|
5.07K
$293K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-836- 11.56% |
$45K - $48.1K
|
6.39K
$370K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.26K- 7.8% |
$67.6K - $72.2K
|
14.8K
$858K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
4.8K+ 97.98% |
$258K - $276K
|
9.7K
$561K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-2.08K- 12.77% |
$112K - $120K
|
14.2K
$822K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-44.2K- 44.86% |
$2.38M - $2.54M
|
54.4K
$3.14M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.84K- 35.64% |
$153K - $163K
|
5.13K
$297K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.03K+ 10.12% |
$217K - $232K
|
43.9K
$2.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-302- 7.33% |
$16.3K - $17.4K
|
3.82K
$221K
|
|