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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-18.5K- 3.05% |
$995K - $1.06M
|
587K
$33.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-18.3K- 57.52% |
$985K - $1.05M
|
13.5K
$782K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-18.1K- 54.31% |
$972K - $1.04M
|
15.2K
$879K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.5K- 35.86% |
$941K - $1.01M
|
31.3K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-17.2K- 29.58% |
$927K - $991K
|
41K
$2.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16.2K- 18.81% |
$870K - $930K
|
69.8K
$4.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-13.5K- 9.35% |
$725K - $775K
|
131K
$7.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12K- 75.83% |
$645K - $690K
|
3.82K
$221K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-11.1K- 13.86% |
$599K - $640K
|
69.2K
$4M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10.9K- 9.34% |
$586K - $627K
|
106K
$6.12M
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-10.4K- 3.23% |
$558K - $597K
|
311K
$18M
|
|
|
Oct 28, 2025
Q3 2025
|
Marks Wealth, LLC
|
SELL
|
- |
-8.89K- 24.56% |
$478K - $511K
|
27.3K
$1.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.77K- 10.35% |
$472K - $504K
|
75.9K
$4.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-8.35K- 5.23% |
$449K - $480K
|
151K
$8.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.01K- 3.78% |
$431K - $461K
|
204K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
SELL
|
- |
-7.54K- 36.3% |
$406K - $434K
|
13.2K
$765K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-7.32K- 2.72% |
$394K - $421K
|
262K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-7.19K- 33.8% |
$387K - $414K
|
14.1K
$814K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-7.18K- 24.32% |
$386K - $413K
|
22.3K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6.85K- 35.41% |
$369K - $394K
|
12.5K
$723K
|
|
|
Oct 15, 2025
Q3 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-6.81K- 20.67% |
$367K - $392K
|
26.1K
$1.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.41K- 2.34% |
$345K - $368K
|
267K
$15.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-6.32K- 34.24% |
$340K - $363K
|
12.1K
$701K
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-6.18K- 30.16% |
$333K - $355K
|
14.3K
$828K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-6.11K- 42.73% |
$329K - $351K
|
8.19K
$474K
|
|
|
Oct 30, 2025
Q3 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-5.36K- 40.25% |
$288K - $308K
|
7.96K
$460K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-5K- 11.52% |
$269K - $288K
|
38.4K
$2.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-4.12K- 26.15% |
$222K - $237K
|
11.6K
$673K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-4K- 97.56% |
$215K - $230K
|
100
$5.78K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.96K- 3.07% |
$213K - $228K
|
125K
$7.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.89K- 17.35% |
$209K - $224K
|
18.5K
$1.07M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.87K- 11.19% |
$208K - $223K
|
30.7K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-3.81K- 43.11% |
$205K - $219K
|
5.03K
$291K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.77K- 14.91% |
$203K - $217K
|
21.5K
$1.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.73KClosed |
$201K - $215K
|
0
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-3.72K- 2.21% |
$200K - $214K
|
165K
$9.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-3.46K- 45.44% |
$186K - $199K
|
4.16K
$240K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-3.27K- 7.06% |
$176K - $188K
|
43.1K
$2.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.85K- 21.22% |
$154K - $164K
|
10.6K
$612K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.84K- 35.64% |
$153K - $163K
|
5.13K
$297K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-2.79K- 7.58% |
$150K - $160K
|
34K
$1.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-2.71K- 3.4% |
$146K - $156K
|
77.2K
$4.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.49K- 8.19% |
$134K - $143K
|
27.9K
$1.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-2.39K- 47.01% |
$128K - $137K
|
2.69K
$156K
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-2.26K- 30.38% |
$121K - $130K
|
5.17K
$299K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-2.24K- 12.74% |
$121K - $129K
|
15.4K
$889K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-2.08K- 12.77% |
$112K - $120K
|
14.2K
$822K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2.02K- 19.74% |
$108K - $116K
|
8.19K
$474K
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.95K- 6.3% |
$105K - $112K
|
29K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.9K- 28.91% |
$102K - $109K
|
4.67K
$270K
|
|