Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-234K- 27.98% |
$13.2M - $13.8M
|
601K
$34.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-36.8K- 25.52% |
$2.07M - $2.18M
|
107K
$6.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-29.1K- 53.46% |
$1.64M - $1.72M
|
25.4K
$1.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.81K- 5.66% |
$384K - $403K
|
114K
$6.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.62K- 8.69% |
$204K - $214K
|
38K
$2.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-3.29K- 16.56% |
$185K - $195K
|
16.6K
$959K
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-3K- 37.5% |
$169K - $178K
|
5K
$289K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.62K- 20.65% |
$147K - $155K
|
10.1K
$581K
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
SELL
|
- |
-2.33K- 2.34% |
$131K - $138K
|
97.1K
$5.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.16K- 1.52% |
$122K - $128K
|
140K
$8.09M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.71K- 12.06% |
$96.2K - $101K
|
12.5K
$720K
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.5K- 22.83% |
$84.5K - $88.8K
|
5.07K
$293K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.33K- 1.51% |
$74.9K - $78.7K
|
86.4K
$5M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.3K- 10.55% |
$73.2K - $76.9K
|
11K
$637K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-1.13K- 1.38% |
$63.6K - $66.9K
|
80.5K
$4.66M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.01K- 16.71% |
$56.9K - $59.8K
|
5.04K
$291K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-840- 11.49% |
$47.3K - $49.7K
|
6.47K
$374K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-736- 6.67% |
$41.5K - $43.6K
|
10.3K
$596K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-692- 5.71% |
$39K - $41K
|
11.4K
$661K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
SELL
|
- |
-600- 9.93% |
$33.8K - $35.5K
|
5.44K
$315K
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-580- 0.9% |
$32.7K - $34.3K
|
64K
$3.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-470- 1.34% |
$26.5K - $27.8K
|
34.6K
$2M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-445- 3.64% |
$25.1K - $26.4K
|
11.8K
$680K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-443- 4.9% |
$25K - $26.2K
|
8.6K
$497K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-408- 3.46% |
$23K - $24.2K
|
11.4K
$659K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-386- 8.86% |
$21.7K - $22.9K
|
3.97K
$229K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-332- 1.61% |
$18.7K - $19.7K
|
20.3K
$1.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-287- 1.57% |
$16.2K - $17K
|
18K
$1.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-207- 0.99% |
$11.7K - $12.3K
|
20.8K
$1.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-121- 0.72% |
$6.82K - $7.17K
|
16.6K
$961K
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-100- 1.11% |
$5.63K - $5.92K
|
8.9K
$515K
|
|
|
Jan 14, 2026
Q4 2025
|
Bell Bank
|
SELL
|
- |
-86- 0.55% |
$4.84K - $5.09K
|
15.6K
$900K
|
|
| Q3 2025 | |||||||
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-373K- 9.9% |
$20.1M - $21.4M
|
3.39M
$196M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-339K- 39.97% |
$18.3M - $19.5M
|
510K
$29.5M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-288K- 91.95% |
$15.5M - $16.6M
|
25.2K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-286K- 73.78% |
$15.4M - $16.4M
|
102K
$5.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-224K- 55.42% |
$12.1M - $12.9M
|
180K
$10.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-162K- 20.92% |
$8.71M - $9.31M
|
612K
$35.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-132K- 34.99% |
$7.11M - $7.6M
|
245K
$14.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-99.2K- 25.64% |
$5.34M - $5.71M
|
288K
$16.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-92.1K- 41.18% |
$4.96M - $5.3M
|
132K
$7.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-83.8K- 11.93% |
$4.51M - $4.82M
|
619K
$35.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-82.1K- 53.73% |
$4.42M - $4.72M
|
70.7K
$4.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-78.5K- 6.87% |
$4.23M - $4.52M
|
1.07M
$61.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-78.4K- 37.26% |
$4.22M - $4.51M
|
132K
$7.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-78.1K- 75.97% |
$4.2M - $4.49M
|
24.7K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-75.9K- 2.66% |
$4.09M - $4.37M
|
2.78M
$161M
|
|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-75.5K- 66.72% |
$4.06M - $4.34M
|
37.7K
$2.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-68.9K- 94.74% |
$3.71M - $3.96M
|
3.82K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-63.4K- 92.13% |
$3.41M - $3.65M
|
5.41K
$313K
|
|