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 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.09KNew |
$274K - $293K
|
5.09K
$294K
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
5.08K+ 111.29% |
$273K - $292K
|
9.64K
$557K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.03K+ 104.82% |
$271K - $289K
|
9.83K
$568K
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.03KNew |
$270K - $289K
|
5.03K
$291K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.01KNew |
$270K - $288K
|
5.01K
$290K
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4.89KNew |
$263K - $281K
|
4.89K
$283K
|
|
|
Oct 31, 2025
Q3 2025
|
Patron Partners, LLC
|
BUY
|
- |
4.8K+ 97.98% |
$258K - $276K
|
9.7K
$561K
|
|
|
Nov 05, 2025
Q3 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.79KNew |
$257K - $275K
|
4.79K
$277K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.78K+ 12.81% |
$257K - $275K
|
42.1K
$2.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.74K+ 1682.27% |
$255K - $273K
|
5.03K
$291K
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.7KNew |
$253K - $270K
|
4.7K
$272K
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.69KNew |
$252K - $270K
|
4.69K
$271K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.65KNew |
$250K - $267K
|
4.65K
$269K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.63K+ 51.0% |
$249K - $266K
|
13.7K
$793K
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
4.58K+ 4.88% |
$246K - $263K
|
98.4K
$5.69M
|
|
|
Dec 31, 2025
Q3 2025
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.51KNew |
$243K - $259K
|
4.51K
$261K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
PUT |
4.5KNew |
$242K - $259K
|
4.5K
$260K
|
|
|
Nov 14, 2025
Q3 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.49K+ 9.78% |
$241K - $258K
|
50.4K
$2.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.46K+ 6.3% |
$240K - $256K
|
75.2K
$4.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.44K+ 2.39% |
$239K - $256K
|
190K
$11M
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
4.41KNew |
$237K - $253K
|
4.41K
$255K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.4K+ 4.97% |
$237K - $253K
|
92.8K
$5.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4.38K+ 36.35% |
$235K - $252K
|
16.4K
$949K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.33K+ 45.38% |
$233K - $249K
|
13.9K
$802K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.26KNew |
$229K - $245K
|
4.26K
$246K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.25KNew |
$229K - $244K
|
4.25K
$246K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4.23KNew |
$227K - $243K
|
4.23K
$244K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 39.05% |
$226K - $242K
|
15K
$866K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
4.21KNew |
$226K - $242K
|
4.21K
$243K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.2KNew |
$226K - $242K
|
4.2K
$243K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$226K - $242K
|
4.2K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.2K+ 17.39% |
$226K - $242K
|
28.4K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.19K+ 16.14% |
$225K - $241K
|
30.1K
$1.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.19K+ 3.73% |
$225K - $241K
|
117K
$6.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.16K+ 26.61% |
$224K - $239K
|
19.8K
$1.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Strategic Advisors LLC
|
BUY
|
- |
4.15K+ 96.46% |
$223K - $239K
|
8.45K
$488K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
4.14KNew |
$223K - $238K
|
4.14K
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.12K+ 93.38% |
$221K - $237K
|
8.52K
$493K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.09K+ 15.6% |
$220K - $235K
|
30.3K
$1.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.03K+ 10.12% |
$217K - $232K
|
43.9K
$2.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Independent Investors Inc
|
BUY
|
- |
4K+ 79.29% |
$215K - $230K
|
9.05K
$523K
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4KNew |
$215K - $230K
|
4K
$231K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3.96K+ 24.23% |
$213K - $228K
|
20.3K
$1.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.96KNew |
$213K - $227K
|
3.96K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.93K+ 6.11% |
$211K - $226K
|
68.2K
$3.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3.93KNew |
$211K - $226K
|
3.93K
$227K
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.92K+ 40.51% |
$211K - $225K
|
13.6K
$785K
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
3.9KNew |
$210K - $224K
|
3.9K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.88K+ 3.38% |
$209K - $223K
|
119K
$6.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.83KNew |
$206K - $220K
|
3.83K
$221K
|
|