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 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
|
|
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
551+ 4.03% |
$29.6K - $31.7K
|
14.2K
$823K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
536+ 2.97% |
$28.8K - $30.8K
|
18.6K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
523+ 12.05% |
$28.1K - $30.1K
|
4.86K
$281K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
523+ 6.34% |
$28.1K - $30.1K
|
8.77K
$507K
|
|
|
Nov 04, 2025
Q3 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
514+ 12.63% |
$27.7K - $29.6K
|
4.59K
$265K
|
|
|
Nov 05, 2025
Q3 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
512+ 8.98% |
$27.6K - $29.5K
|
6.21K
$359K
|
|
|
Nov 07, 2025
Q3 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
501+ 2.06% |
$27K - $28.8K
|
24.8K
$1.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
489+ 3.39% |
$26.3K - $28.1K
|
14.9K
$862K
|
|
|
Nov 05, 2025
Q3 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
483+ 2.61% |
$26K - $27.8K
|
19K
$1.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
483+ 0.4% |
$26K - $27.8K
|
122K
$7.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
479+ 3.9% |
$25.8K - $27.6K
|
12.7K
$737K
|
|
|
Nov 14, 2025
Q3 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
467New |
$25.1K - $26.9K
|
467
$27K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
462+ 4.07% |
$24.9K - $26.6K
|
11.8K
$683K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
460+ 1.1% |
$24.8K - $26.5K
|
42.4K
$2.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
443+ 2.72% |
$23.8K - $25.5K
|
16.7K
$968K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
443+ 1.56% |
$23.8K - $25.5K
|
28.8K
$1.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
440+ 1.03% |
$23.7K - $25.3K
|
43K
$2.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
423+ 3.36% |
$22.8K - $24.3K
|
13K
$753K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
403+ 70.09% |
$21.7K - $23.2K
|
978
$56.5K
|
|
|
Oct 31, 2025
Q3 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
400+ 0.5% |
$21.5K - $23K
|
79.9K
$4.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
382+ 1.96% |
$20.6K - $22K
|
19.9K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
372+ 18.21% |
$20K - $21.4K
|
2.42K
$140K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
371+ 1.78% |
$20K - $21.3K
|
21.2K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
353+ 9.28% |
$19K - $20.3K
|
4.16K
$240K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
353+ 3.64% |
$19K - $20.3K
|
10K
$581K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
351+ 164.79% |
$18.9K - $20.2K
|
564
$32.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
350New |
$18.8K - $20.1K
|
350
$20.2K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
346+ 0.81% |
$18.6K - $19.9K
|
42.8K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
318New |
$17.1K - $18.3K
|
318
$18.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
314+ 2.28% |
$16.9K - $18.1K
|
14.1K
$814K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
307New |
$16.5K - $17.7K
|
307
$17.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
299+ 1.84% |
$16.1K - $17.2K
|
16.5K
$956K
|
|
|
Nov 14, 2025
Q3 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
296+ 2.83% |
$15.9K - $17K
|
10.8K
$622K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
290+ 6.29% |
$15.6K - $16.7K
|
4.9K
$283K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
284+ 1.6% |
$15.3K - $16.3K
|
18.1K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
280+ 4.42% |
$15.1K - $16.1K
|
6.62K
$383K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
280+ 7.29% |
$15.1K - $16.1K
|
4.12K
$238K
|
|
|
Oct 15, 2025
Q3 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
276+ 0.26% |
$14.9K - $15.9K
|
108K
$6.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
265+ 3.45% |
$14.3K - $15.2K
|
7.96K
$460K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
255New |
$13.7K - $14.7K
|
255
$14.7K
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
251+ 6.79% |
$13.5K - $14.4K
|
3.95K
$228K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
219+ 1.38% |
$11.8K - $12.6K
|
16.1K
$933K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
210+ 1.57% |
$11.3K - $12.1K
|
13.6K
$784K
|
|