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 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
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.88K- 1.16% |
$101K - $108K
|
159K
$9.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.76K- 5.11% |
$94.7K - $101K
|
32.7K
$1.89M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.73K- 1.99% |
$93.3K - $99.7K
|
85.3K
$4.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.68K- 11.86% |
$90.5K - $96.7K
|
12.5K
$723K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.62K- 84.36% |
$87.1K - $93.1K
|
300
$17.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-1.61K- 4.19% |
$86.5K - $92.4K
|
36.8K
$2.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 29.74% |
$82.9K - $88.6K
|
3.64K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.49K- 67.21% |
$80.3K - $85.8K
|
728
$42.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.49K- 12.43% |
$80.1K - $85.6K
|
10.5K
$606K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.48K- 17.55% |
$79.6K - $85.1K
|
6.95K
$402K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.47K- 88.01% |
$79K - $84.4K
|
200
$11.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.46K- 8.51% |
$78.4K - $83.8K
|
15.7K
$906K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.43K- 7.55% |
$76.7K - $82K
|
17.4K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.41K- 24.15% |
$75.8K - $81K
|
4.43K
$256K
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.39K- 6.06% |
$75K - $80.1K
|
21.6K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.35K- 4.61% |
$72.5K - $77.5K
|
27.9K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.33K- 4.85% |
$71.8K - $76.7K
|
26.2K
$1.51M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.26K- 7.8% |
$67.6K - $72.2K
|
14.8K
$858K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.23K- 9.84% |
$66.1K - $70.7K
|
11.3K
$651K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.2K- 9.17% |
$64.6K - $69K
|
11.9K
$687K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.14K- 9.68% |
$61.3K - $65.5K
|
10.6K
$614K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
SELL
|
- |
-1.1K- 22.61% |
$59.2K - $63.3K
|
3.77K
$218K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.1K- 14.96% |
$59.2K - $63.3K
|
6.26K
$362K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-1.09K- 5.67% |
$58.7K - $62.7K
|
18.1K
$1.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.07K- 0.18% |
$57.6K - $61.6K
|
584K
$33.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.05K- 3.53% |
$56.4K - $60.3K
|
28.7K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.04K- 1.44% |
$56.1K - $60K
|
71.3K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.02K- 6.76% |
$54.7K - $58.5K
|
14K
$811K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1K- 1.97% |
$53.8K - $57.5K
|
49.7K
$2.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-999- 7.56% |
$53.8K - $57.5K
|
12.2K
$706K
|
|
|
Nov 03, 2025
Q3 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-970- 83.48% |
$52.2K - $55.8K
|
192
$11.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-930- 5.5% |
$50K - $53.5K
|
16K
$923K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-908- 2.28% |
$48.9K - $52.2K
|
38.9K
$2.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-875- 7.01% |
$47.1K - $50.3K
|
11.6K
$671K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-842- 17.39% |
$45.3K - $48.4K
|
4K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-839- 4.35% |
$45.1K - $48.3K
|
18.5K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-836- 11.56% |
$45K - $48.1K
|
6.39K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-820- 42.38% |
$44.1K - $47.2K
|
1.12K
$64.5K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-802- 4.49% |
$43.2K - $46.1K
|
17K
$986K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-794- 8.49% |
$42.7K - $45.7K
|
8.56K
$495K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-782- 13.63% |
$42.1K - $45K
|
4.96K
$287K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-751- 0.3% |
$40.4K - $43.2K
|
252K
$14.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-750- 32.94% |
$40.4K - $43.1K
|
1.53K
$88.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Hamel Associates, Inc.
|
SELL
|
- |
-665- 15.67% |
$35.8K - $38.3K
|
3.58K
$207K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-663- 14.17% |
$35.7K - $38.1K
|
4.02K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-661- 8.46% |
$35.6K - $38K
|
7.15K
$413K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-646- 86.6% |
$34.8K - $37.2K
|
100
$5.78K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-628- 9.86% |
$33.8K - $36.1K
|
5.74K
$332K
|
|