Latest Institutional Purchases of J P Morgan ETF Tr Nasdaq Equit (JEPQ)
This list provides information on the latest institutional transactions involving J P Morgan ETF Tr Nasdaq Equit (JEPQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.87M+ 26.52% |
$316M - $338M
|
28M
$1.62B
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.23M+ 6.18% |
$66M - $70.6M
|
21.1M
$1.22B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.18M+ 9.03% |
$63.7M - $68.1M
|
14.3M
$826M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.01MNew |
$54.5M - $58.3M
|
1.01M
$58.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1M+ 59.45% |
$54M - $57.8M
|
2.69M
$156M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
748K+ 20.26% |
$40.3M - $43M
|
4.44M
$257M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
651K+ 5.85% |
$35.1M - $37.5M
|
11.8M
$682M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
580K+ 272.73% |
$31.2M - $33.3M
|
792K
$45.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
526K+ 738.77% |
$28.3M - $30.3M
|
597K
$34.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
469KNew |
$25.2M - $27M
|
469K
$27.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
399K+ 44.09% |
$21.5M - $22.9M
|
1.3M
$75.3M
|
|
|
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 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
307K+ 8.54% |
$16.5M - $17.6M
|
3.9M
$225M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
242K+ 3.19% |
$13M - $13.9M
|
7.81M
$452M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
195KNew |
$10.5M - $11.2M
|
195K
$11.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
136K+ 1738.09% |
$7.3M - $7.81M
|
144K
$8.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Capital Advisors Inc
|
BUY
|
- |
133K+ 13.92% |
$7.17M - $7.66M
|
1.09M
$63M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
130K+ 177.35% |
$7.02M - $7.5M
|
204K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
130KNew |
$7M - $7.48M
|
130K
$7.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
126K+ 13.09% |
$6.79M - $7.26M
|
1.09M
$63M
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
124K+ 147.99% |
$6.67M - $7.13M
|
208K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
108K+ 183.31% |
$5.84M - $6.24M
|
168K
$9.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
89.9K+ 460.56% |
$4.84M - $5.17M
|
109K
$6.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
85.3K+ 59.49% |
$4.59M - $4.91M
|
229K
$13.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
83.7K+ 1318.23% |
$4.5M - $4.81M
|
90K
$5.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
82.2K+ 186.58% |
$4.42M - $4.73M
|
126K
$7.3M
|
|
|
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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
76.7K+ 5.89% |
$4.13M - $4.41M
|
1.38M
$79.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
71.5K+ 10.14% |
$3.85M - $4.11M
|
777K
$44.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
68.3K+ 1.95% |
$3.68M - $3.93M
|
3.57M
$207M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58.6K+ 21.83% |
$3.16M - $3.37M
|
327K
$18.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
58K+ 10.69% |
$3.12M - $3.34M
|
601K
$34.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
57.5K+ 9.08% |
$3.09M - $3.31M
|
691K
$39.9M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
56.8K+ 2.94% |
$3.06M - $3.27M
|
1.99M
$115M
|
|
|
Nov 13, 2025
Q3 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
55.4K+ 2.15% |
$2.98M - $3.19M
|
2.63M
$152M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
51.9K+ 77.25% |
$2.79M - $2.98M
|
119K
$6.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
51.6K+ 9.6% |
$2.77M - $2.97M
|
589K
$34M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
49.8K+ 499.02% |
$2.68M - $2.86M
|
59.7K
$3.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
49KNew |
$2.63M - $2.82M
|
49K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
48.9K+ 158.44% |
$2.63M - $2.81M
|
79.8K
$4.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
48.4KNew |
$2.6M - $2.78M
|
48.4K
$2.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
BUY
|
- |
48.3K+ 55.93% |
$2.6M - $2.78M
|
135K
$7.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
47.9K+ 19.41% |
$2.58M - $2.75M
|
295K
$17M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
47.5K+ 9.98% |
$2.56M - $2.73M
|
523K
$30.3M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
47.1KNew |
$2.53M - $2.71M
|
47.1K
$2.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
46.2K+ 307.35% |
$2.49M - $2.66M
|
61.3K
$3.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.8K+ 4.04% |
$2.41M - $2.58M
|
1.15M
$66.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
41.3K+ 6.03% |
$2.22M - $2.37M
|
725K
$41.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
39.6K+ 55.15% |
$2.13M - $2.28M
|
112K
$6.45M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
39.4K+ 141.34% |
$2.12M - $2.27M
|
67.3K
$3.89M
|
|