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 27, 2026
Q4 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.4K+ 3.16% |
$135K - $142K
|
78.5K
$4.54M
|
|
|
Jan 28, 2026
Q4 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.31K+ 193.39% |
$130K - $137K
|
3.51K
$203K
|
|
|
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 28, 2026
Q4 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.94K+ 22.51% |
$109K - $115K
|
10.6K
$611K
|
|
|
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 29, 2026
Q4 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.71K+ 8.12% |
$96.3K - $101K
|
22.8K
$1.32M
|
|
|
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 29, 2026
Q4 2025
|
Matisse Capital
|
BUY
|
- |
1.26K+ 17.03% |
$71K - $74.6K
|
8.66K
$501K
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.26K+ 4.1% |
$71K - $74.6K
|
32K
$1.85M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.24K+ 1.52% |
$69.9K - $73.5K
|
82.8K
$4.79M
|
|
|
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 30, 2026
Q4 2025
|
Archer Investment Corp
|
BUY
|
- |
590New |
$33.2K - $34.9K
|
590
$34.1K
|
|