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 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.8K+ 10.97% |
$327K - $343K
|
58.6K
$3.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
5.78K+ 4.48% |
$326K - $342K
|
135K
$7.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.71K+ 4.59% |
$321K - $338K
|
130K
$7.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.62K+ 69.27% |
$316K - $333K
|
13.7K
$794K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
5.36KNew |
$302K - $318K
|
5.36K
$310K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.23K+ 743.47% |
$295K - $310K
|
5.94K
$343K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.82K+ 5.99% |
$271K - $285K
|
85.2K
$4.93M
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.68K+ 6.7% |
$264K - $277K
|
74.5K
$4.31M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.64KNew |
$262K - $275K
|
4.64K
$268K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.25KNew |
$239K - $252K
|
4.25K
$246K
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
4.2K+ 2.89% |
$237K - $249K
|
150K
$8.65M
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
4.2KNew |
$237K - $249K
|
4.2K
$243K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
4.08KNew |
$230K - $242K
|
4.08K
$236K
|
|
|
Jan 26, 2026
Q4 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.05KNew |
$228K - $240K
|
4.05K
$234K
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.72K+ 10.4% |
$210K - $220K
|
39.5K
$2.28M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.69K+ 4.05% |
$208K - $219K
|
94.8K
$5.48M
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.53KNew |
$199K - $209K
|
3.53K
$204K
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3K+ 25.0% |
$169K - $178K
|
15K
$867K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3KNew |
$169K - $178K
|
3K
$173K
|
|
|
Jan 20, 2026
Q4 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.62K+ 12.11% |
$148K - $155K
|
24.3K
$1.4M
|
|
|
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 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.47K+ 1.97% |
$139K - $146K
|
127K
$7.37M
|
|
|
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 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.26K+ 29.54% |
$127K - $134K
|
9.9K
$572K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.25K+ 31.79% |
$126K - $133K
|
9.31K
$538K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.24KNew |
$126K - $132K
|
2.24K
$129K
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
2.04K+ 93.59% |
$115K - $121K
|
4.23K
$244K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.04KNew |
$115K - $121K
|
2.04K
$118K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2K+ 3.07% |
$113K - $118K
|
67.2K
$3.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
1.92K+ 1.04% |
$108K - $114K
|
187K
$10.8M
|
|
|
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 26, 2026
Q4 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.65K+ 16.93% |
$93K - $97.8K
|
11.4K
$659K
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.57K+ 0.76% |
$88.4K - $93K
|
209K
$12.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.5K+ 10.08% |
$84.4K - $88.7K
|
16.4K
$946K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.42K+ 90.72% |
$79.9K - $84K
|
2.98K
$172K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.41K+ 17.83% |
$79.5K - $83.6K
|
9.32K
$539K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.4K+ 36.56% |
$78.7K - $82.7K
|
5.22K
$302K
|
|
|
Jan 23, 2026
Q4 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.38K+ 8.52% |
$77.5K - $81.4K
|
17.5K
$1.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.34K+ 34.93% |
$75.3K - $79.1K
|
5.16K
$298K
|
|
|
Jan 23, 2026
Q4 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.31K+ 0.57% |
$74K - $77.8K
|
230K
$13.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 28.27% |
$65.6K - $68.9K
|
5.28K
$305K
|
|
|
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 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.04K+ 10.99% |
$58.8K - $61.8K
|
10.5K
$610K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 8.32% |
$57.7K - $60.6K
|
13.3K
$771K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.01K+ 1.59% |
$57.1K - $60K
|
64.6K
$3.74M
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1KNew |
$56.3K - $59.2K
|
1K
$57.8K
|
|