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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
126K+ 157.61% |
$7.09M - $7.45M
|
206K
$11.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
46.2K+ 17.0% |
$2.6M - $2.73M
|
318K
$18.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
34.5K+ 32.57% |
$1.95M - $2.05M
|
141K
$8.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
30.7KNew |
$1.73M - $1.82M
|
30.7K
$1.77M
|
|
|
Jan 07, 2026
Q4 2025
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
10.4KNew |
$584K - $614K
|
10.4K
$600K
|
|
|
Jan 07, 2026
Q4 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
10.1K+ 32.2% |
$572K - $601K
|
41.7K
$2.41M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.31K+ 8.99% |
$524K - $551K
|
113K
$6.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.32KNew |
$469K - $493K
|
8.32K
$481K
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
7.98K+ 163.18% |
$449K - $472K
|
12.9K
$744K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.94K+ 1.73% |
$447K - $470K
|
467K
$27M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
6.14KNew |
$346K - $363K
|
6.14K
$355K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.98KNew |
$337K - $354K
|
5.98K
$346K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.91K+ 8.57% |
$333K - $350K
|
74.9K
$4.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.2KNew |
$237K - $249K
|
4.2K
$243K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.69K+ 4.05% |
$208K - $219K
|
94.8K
$5.48M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3KNew |
$169K - $178K
|
3K
$173K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.62K+ 6.77% |
$148K - $155K
|
41.3K
$2.39M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.52K+ 258.08% |
$142K - $149K
|
3.5K
$202K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.29K+ 5.29% |
$129K - $135K
|
45.5K
$2.63M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.24KNew |
$126K - $132K
|
2.24K
$129K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2K+ 3.07% |
$113K - $118K
|
67.2K
$3.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1.87K+ 11.68% |
$105K - $111K
|
17.9K
$1.04M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 4.21% |
$101K - $106K
|
44.5K
$2.57M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.77K+ 16.99% |
$99.8K - $105K
|
12.2K
$706K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.08K+ 25.65% |
$60.8K - $63.9K
|
5.29K
$306K
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.05K+ 16.87% |
$59K - $62.1K
|
7.26K
$420K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.01K+ 1.59% |
$57.1K - $60K
|
64.6K
$3.74M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
869+ 6.94% |
$49K - $51.5K
|
13.4K
$775K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
744+ 16.87% |
$41.9K - $44.1K
|
5.15K
$298K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
496+ 22.19% |
$27.9K - $29.4K
|
2.73K
$158K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
464+ 2.27% |
$26.1K - $27.5K
|
20.9K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
350+ 8.16% |
$19.7K - $20.7K
|
4.64K
$268K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
298+ 2.77% |
$16.8K - $17.6K
|
11.1K
$639K
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
251+ 2.18% |
$14.1K - $14.9K
|
11.8K
$679K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
200+ 3.79% |
$11.3K - $11.8K
|
5.48K
$317K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
152+ 2.19% |
$8.56K - $9K
|
7.09K
$410K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
101+ 0.36% |
$5.69K - $5.98K
|
28.1K
$1.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100New |
$5.63K - $5.92K
|
100
$5.78K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
64+ 0.34% |
$3.61K - $3.79K
|
19.1K
$1.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
54New |
$3.04K - $3.2K
|
54
$3.12K
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
40+ 0.32% |
$2.25K - $2.37K
|
12.4K
$717K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
39+ 0.29% |
$2.2K - $2.31K
|
13.5K
$782K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
33+ 0.24% |
$1.86K - $1.95K
|
14K
$809K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
6+ 0.15% |
$338 - $355
|
3.92K
$227K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
2+ 2.27% |
$113 - $118
|
90
$5.2K
|
|
| Q3 2025 | |||||||
|
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
|
|