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 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.36K+ 35.99% |
$73.3K - $78.3K
|
5.15K
$298K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.36K+ 2.03% |
$72.9K - $77.9K
|
68K
$3.93M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.35K+ 81.97% |
$72.4K - $77.4K
|
2.99K
$173K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.35K+ 173.9% |
$72.4K - $77.4K
|
2.12K
$123K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.34K+ 16.02% |
$71.8K - $76.8K
|
9.67K
$559K
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.32K+ 3.41% |
$71K - $75.9K
|
40K
$2.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.31K+ 25.22% |
$70.5K - $75.4K
|
6.51K
$376K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.28K+ 19.32% |
$68.9K - $73.7K
|
7.91K
$457K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.27K+ 3.23% |
$68.2K - $72.9K
|
40.5K
$2.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.24K+ 2.06% |
$66.9K - $71.6K
|
61.7K
$3.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.24K+ 13.18% |
$66.7K - $71.3K
|
10.7K
$616K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.24K+ 4.67% |
$66.7K - $71.3K
|
27.8K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.22K+ 0.55% |
$65.9K - $70.4K
|
223K
$12.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
1.17K+ 3.62% |
$63.2K - $67.5K
|
33.6K
$1.94M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.12K+ 0.3% |
$60.5K - $64.7K
|
378K
$21.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.09K+ 8.41% |
$58.5K - $62.6K
|
14K
$811K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.09K+ 3.26% |
$58.4K - $62.5K
|
34.4K
$1.99M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.09K+ 11.21% |
$58.4K - $62.4K
|
10.8K
$622K
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.06K+ 6.29% |
$57K - $60.9K
|
17.9K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.05K+ 23.98% |
$56.4K - $60.3K
|
5.42K
$314K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.04K+ 5.98% |
$55.9K - $59.8K
|
18.4K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.01K+ 2.01% |
$54.1K - $57.8K
|
50.9K
$2.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
1K+ 19.42% |
$53.8K - $57.5K
|
6.15K
$356K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
994+ 2.24% |
$53.5K - $57.2K
|
45.3K
$2.62M
|
|
|
Nov 21, 2025
Q3 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
982+ 3.22% |
$52.8K - $56.5K
|
31.5K
$1.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
971+ 6.4% |
$52.2K - $55.9K
|
16.1K
$934K
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
947+ 4.61% |
$51K - $54.5K
|
21.5K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
900+ 14.89% |
$48.4K - $51.8K
|
6.94K
$401K
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
900+ 4.12% |
$48.4K - $51.8K
|
22.8K
$1.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
890+ 2.34% |
$47.9K - $51.2K
|
38.9K
$2.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
845+ 4.67% |
$45.5K - $48.6K
|
18.9K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
844+ 20.66% |
$45.4K - $48.5K
|
4.93K
$285K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
836+ 2.1% |
$45K - $48.1K
|
40.7K
$2.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
818+ 13.37% |
$44K - $47.1K
|
6.94K
$401K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
787+ 5.89% |
$42.3K - $45.3K
|
14.2K
$819K
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
772+ 1.58% |
$41.5K - $44.4K
|
49.6K
$2.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
771+ 9.6% |
$41.5K - $44.3K
|
8.8K
$509K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
754+ 0.92% |
$40.6K - $43.4K
|
82.8K
$4.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
743+ 15.26% |
$40K - $42.7K
|
5.61K
$325K
|
|
|
Oct 28, 2025
Q3 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
713+ 3.4% |
$38.4K - $41K
|
21.7K
$1.25M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
689New |
$37.1K - $39.6K
|
689
$39.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
651+ 93.0% |
$35K - $37.4K
|
1.35K
$78.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
637+ 4.3% |
$34.3K - $36.6K
|
15.5K
$894K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
614+ 0.43% |
$33K - $35.3K
|
143K
$8.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
610+ 2.48% |
$32.8K - $35.1K
|
25.2K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
584New |
$31.4K - $33.6K
|
584
$33.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
575+ 5.28% |
$30.9K - $33.1K
|
11.5K
$663K
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
566+ 14.73% |
$30.5K - $32.6K
|
4.41K
$255K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
564+ 3.31% |
$30.3K - $32.4K
|
17.6K
$1.02M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
559+ 47.29% |
$30.1K - $32.2K
|
1.74K
$101K
|
|