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 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 28, 2026
Q4 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.57K+ 1.6% |
$88.2K - $92.7K
|
99.5K
$5.75M
|
|
|
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 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.26K+ 4.1% |
$71K - $74.6K
|
32K
$1.85M
|
|
|
Jan 27, 2026
Q4 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.17K+ 2.3% |
$66.1K - $69.5K
|
52.3K
$3.02M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.16K+ 28.27% |
$65.6K - $68.9K
|
5.28K
$305K
|
|
|
Jan 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.13K+ 3.11% |
$63.9K - $67.2K
|
37.6K
$2.18M
|
|
|
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
|
|
|
Jan 23, 2026
Q4 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
977+ 0.83% |
$55K - $57.9K
|
118K
$6.82M
|
|
|
Jan 26, 2026
Q4 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
931+ 5.89% |
$52.4K - $55.1K
|
16.7K
$967K
|
|
|
Jan 27, 2026
Q4 2025
|
Krilogy Financial LLC
|
BUY
|
- |
897+ 1.04% |
$50.5K - $53.1K
|
87.1K
$5.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
869+ 6.94% |
$49K - $51.5K
|
13.4K
$775K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
753+ 9.33% |
$42.4K - $44.6K
|
8.82K
$510K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
744+ 16.87% |
$41.9K - $44.1K
|
5.15K
$298K
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
741+ 3.06% |
$41.7K - $43.9K
|
25K
$1.44M
|
|
|
Jan 22, 2026
Q4 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
710+ 1.7% |
$40K - $42K
|
42.5K
$2.46M
|
|
|
Jan 26, 2026
Q4 2025
|
Pds Planning, Inc
|
BUY
|
- |
707+ 1.65% |
$39.8K - $41.9K
|
43.5K
$2.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
701+ 5.15% |
$39.5K - $41.5K
|
14.3K
$828K
|
|
|
Jan 26, 2026
Q4 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
626+ 15.14% |
$35.3K - $37.1K
|
4.76K
$275K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
620+ 3.75% |
$34.9K - $36.7K
|
17.2K
$992K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
539+ 6.81% |
$30.4K - $31.9K
|
8.45K
$489K
|
|
|
Jan 23, 2026
Q4 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
530+ 14.89% |
$29.9K - $31.4K
|
4.09K
$236K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
496+ 22.19% |
$27.9K - $29.4K
|
2.73K
$158K
|
|
|
Jan 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
485+ 0.47% |
$27.3K - $28.7K
|
104K
$6.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
BUY
|
- |
465+ 4.96% |
$26.2K - $27.5K
|
9.84K
$569K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
464+ 2.27% |
$26.1K - $27.5K
|
20.9K
$1.21M
|
|
|
Jan 27, 2026
Q4 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
420+ 2.22% |
$23.7K - $24.9K
|
19.4K
$1.12M
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400+ 2.13% |
$22.5K - $23.7K
|
19.2K
$1.11M
|
|
|
Jan 21, 2026
Q4 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
350+ 2.13% |
$19.7K - $20.7K
|
16.8K
$969K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
350+ 8.16% |
$19.7K - $20.7K
|
4.64K
$268K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
338+ 2.46% |
$19K - $20K
|
14.1K
$813K
|
|
|
Jan 16, 2026
Q4 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
335New |
$18.9K - $19.8K
|
335
$19.4K
|
|
|
Jan 27, 2026
Q4 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
315+ 7.65% |
$17.7K - $18.7K
|
4.44K
$256K
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
310+ 2.01% |
$17.5K - $18.4K
|
15.8K
$912K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
298+ 2.77% |
$16.8K - $17.6K
|
11.1K
$639K
|
|