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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
37.9K+ 6.89% |
$2.04M - $2.18M
|
588K
$34M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
37.3KNew |
$2.01M - $2.15M
|
37.3K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
37.2K+ 3.85% |
$2M - $2.14M
|
1M
$57.9M
|
|
|
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 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34.9K+ 12.15% |
$1.88M - $2.01M
|
323K
$18.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
34.5K+ 281.64% |
$1.86M - $1.98M
|
46.7K
$2.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
34.1KNew |
$1.84M - $1.96M
|
34.1K
$1.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
34.1KNew |
$1.84M - $1.96M
|
34.1K
$1.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
34K+ 374.14% |
$1.83M - $1.95M
|
43K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.7K+ 5.21% |
$1.76M - $1.88M
|
661K
$38.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
32.1K+ 138.33% |
$1.73M - $1.85M
|
55.4K
$3.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
31.1K+ 193.91% |
$1.68M - $1.79M
|
47.2K
$2.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30.6K+ 41.89% |
$1.65M - $1.76M
|
104K
$5.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
30.1K+ 515.69% |
$1.62M - $1.73M
|
36K
$2.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
30K+ 12.4% |
$1.61M - $1.72M
|
272K
$15.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
27.5K+ 37.86% |
$1.48M - $1.58M
|
100K
$5.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
27.5KNew |
$1.48M - $1.58M
|
27.5K
$1.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
27.1KNew |
$1.46M - $1.56M
|
27.1K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
BUY
|
- |
26.2K+ 14.79% |
$1.41M - $1.51M
|
204K
$11.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
25.9K+ 35.0% |
$1.39M - $1.49M
|
99.8K
$5.77M
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
25.5KNew |
$1.37M - $1.46M
|
25.5K
$1.47M
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
25.3K+ 13.94% |
$1.36M - $1.46M
|
207K
$12M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
24.5K+ 32.85% |
$1.32M - $1.41M
|
99.2K
$5.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
23.6K+ 40.56% |
$1.27M - $1.36M
|
81.8K
$4.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23.1K+ 77.98% |
$1.25M - $1.33M
|
52.8K
$3.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
23.1K+ 33.73% |
$1.24M - $1.33M
|
91.6K
$5.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
22.9K+ 214.29% |
$1.23M - $1.32M
|
33.6K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.6KNew |
$1.22M - $1.3M
|
22.6K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.9K+ 25.33% |
$1.18M - $1.26M
|
108K
$6.27M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
21.2K+ 25.42% |
$1.14M - $1.22M
|
105K
$6.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.6K+ 20.75% |
$1.11M - $1.19M
|
120K
$6.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.5K+ 109.23% |
$1.1M - $1.18M
|
39.2K
$2.27M
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.2K+ 52.48% |
$1.09M - $1.16M
|
58.6K
$3.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.6K+ 26.98% |
$1.06M - $1.13M
|
92.4K
$5.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
18.2K+ 35.81% |
$979K - $1.05M
|
69K
$3.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18.2K+ 42.9% |
$977K - $1.04M
|
60.5K
$3.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.6K+ 96.78% |
$947K - $1.01M
|
35.8K
$2.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.4K+ 15.93% |
$939K - $1M
|
127K
$7.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.4K+ 0.45% |
$938K - $1M
|
3.93M
$227M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
17.3K+ 15.72% |
$928K - $993K
|
127K
$7.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.8K+ 35.18% |
$905K - $967K
|
64.6K
$3.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
16.6KNew |
$891K - $953K
|
16.6K
$957K
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
16.5KNew |
$887K - $948K
|
16.5K
$953K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.3K+ 6.58% |
$875K - $935K
|
263K
$15.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
16KNew |
$862K - $921K
|
16K
$926K
|
|