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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
3.56KNew |
$191K - $205K
|
3.56K
$206K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.53KNew |
$190K - $203K
|
3.53K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.52K+ 6.15% |
$189K - $203K
|
60.8K
$3.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
3.5KNew |
$188K - $201K
|
3.5K
$202K
|
|
|
Oct 23, 2025
Q3 2025
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
3.5KNew |
$188K - $201K
|
3.5K
$202K
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.49KNew |
$188K - $201K
|
3.49K
$202K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.48K+ 14.04% |
$187K - $200K
|
28.3K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.48KNew |
$187K - $200K
|
3.48K
$201K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.44K+ 16.94% |
$185K - $198K
|
23.7K
$1.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
3.37K+ 9.71% |
$182K - $194K
|
38.1K
$2.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
3.36K+ 25.24% |
$181K - $193K
|
16.7K
$965K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.3K+ 12.71% |
$178K - $190K
|
29.2K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
3KNew |
$161K - $173K
|
3K
$173K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
2.76K+ 18.62% |
$149K - $159K
|
17.6K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.6K+ 7.14% |
$140K - $150K
|
39.1K
$2.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.52K+ 231.26% |
$136K - $145K
|
3.61K
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.5K+ 26.05% |
$135K - $144K
|
12.1K
$700K
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.48K+ 3.89% |
$133K - $143K
|
66.2K
$3.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.42K+ 4.17% |
$130K - $139K
|
60.4K
$3.49M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.35K+ 2.64% |
$126K - $135K
|
91.4K
$5.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.33K+ 25.75% |
$125K - $134K
|
11.4K
$657K
|
|
|
Nov 05, 2025
Q3 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.33K+ 3.5% |
$125K - $134K
|
68.8K
$3.98M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.24K+ 19.14% |
$120K - $129K
|
13.9K
$806K
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
2.22K+ 2.07% |
$119K - $128K
|
110K
$6.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.22K+ 20.26% |
$119K - $128K
|
13.2K
$761K
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.2KNew |
$118K - $127K
|
2.2K
$127K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
2.2KNew |
$118K - $127K
|
2.2K
$127K
|
|
|
Oct 27, 2025
Q3 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
2.14K+ 5.04% |
$115K - $123K
|
44.5K
$2.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.07K+ 1.03% |
$111K - $119K
|
203K
$11.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.06K+ 9.82% |
$111K - $118K
|
23K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.04K+ 9.53% |
$110K - $117K
|
23.4K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
2.04K+ 7.61% |
$110K - $117K
|
28.8K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.03K+ 25.55% |
$109K - $117K
|
9.99K
$578K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
1.95K+ 43.32% |
$105K - $112K
|
6.44K
$372K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.91K+ 27.02% |
$103K - $110K
|
8.97K
$519K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1.9K+ 4.98% |
$102K - $109K
|
40K
$2.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.86K+ 7.02% |
$99.9K - $107K
|
28.3K
$1.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.83KNew |
$98.4K - $105K
|
1.83K
$106K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.82KNew |
$97.9K - $105K
|
1.82K
$105K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.77K+ 0.87% |
$95.2K - $102K
|
205K
$11.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.73K+ 1227.66% |
$93.1K - $99.6K
|
1.87K
$108K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.72K+ 6.04% |
$92.4K - $98.8K
|
30.2K
$1.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.69K+ 14.14% |
$91.2K - $97.4K
|
13.7K
$790K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.69K+ 4.99% |
$90.8K - $97K
|
35.5K
$2.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.57K+ 3.8% |
$84.4K - $90.2K
|
42.8K
$2.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.51K+ 21.13% |
$81.2K - $86.8K
|
8.65K
$500K
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.49KNew |
$80.4K - $85.9K
|
1.49K
$86.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.48K+ 38.82% |
$79.4K - $84.8K
|
5.28K
$305K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.47K+ 20.59% |
$79.2K - $84.6K
|
8.62K
$498K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 5.94% |
$74.9K - $80.1K
|
24.8K
$1.44M
|
|