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 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-628- 9.86% |
$33.8K - $36.1K
|
5.74K
$332K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-612- 10.5% |
$32.9K - $35.2K
|
5.22K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-576- 2.74% |
$31K - $33.1K
|
20.4K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-554- 1.75% |
$29.8K - $31.9K
|
31.1K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-533- 16.25% |
$28.7K - $30.7K
|
2.75K
$159K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-533- 2.9% |
$28.7K - $30.7K
|
17.9K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-523- 0.97% |
$28.1K - $30.1K
|
53.4K
$3.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-506- 8.1% |
$27.2K - $29.1K
|
5.74K
$332K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-479- 64.47% |
$25.8K - $27.6K
|
264
$15.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-478- 78.23% |
$25.7K - $27.5K
|
133
$7.69K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-475- 8.41% |
$25.6K - $27.3K
|
5.17K
$299K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-467- 4.48% |
$25.1K - $26.9K
|
9.96K
$576K
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-466- 2.98% |
$25.1K - $26.8K
|
15.2K
$878K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-402Closed |
$21.6K - $23.1K
|
0
$0
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-385- 0.22% |
$20.7K - $22.1K
|
172K
$9.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-351- 3.35% |
$18.9K - $20.2K
|
10.1K
$586K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-351- 6.76% |
$18.9K - $20.2K
|
4.84K
$280K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-351- 1.78% |
$18.9K - $20.2K
|
19.4K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-340- 39.4% |
$18.3K - $19.6K
|
523
$30.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-331- 2.35% |
$17.8K - $19K
|
13.8K
$795K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-330- 3.4% |
$17.8K - $19K
|
9.37K
$542K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-329- 3.31% |
$17.7K - $18.9K
|
9.62K
$556K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-311- 7.13% |
$16.7K - $17.9K
|
4.05K
$234K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-302- 7.33% |
$16.3K - $17.4K
|
3.82K
$221K
|
|
|
Nov 12, 2025
Q3 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-281- 1.81% |
$15.1K - $16.2K
|
15.3K
$882K
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-231- 5.82% |
$12.4K - $13.3K
|
3.74K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-200- 1.47% |
$10.8K - $11.5K
|
13.4K
$776K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-191- 2.3% |
$10.3K - $11K
|
8.12K
$469K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-185- 0.77% |
$9.95K - $10.6K
|
24K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-175- 39.41% |
$9.42K - $10.1K
|
269
$15.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-170- 29.26% |
$9.15K - $9.78K
|
411
$23.8K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-154- 3.75% |
$8.29K - $8.86K
|
3.96K
$229K
|
|
|
Oct 31, 2025
Q3 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-138- 2.2% |
$7.43K - $7.94K
|
6.15K
$355K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-134- 0.81% |
$7.21K - $7.71K
|
16.4K
$951K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-130- 7.54% |
$7K - $7.48K
|
1.59K
$92.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-128- 57.92% |
$6.89K - $7.36K
|
93
$5.38K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-126- 3.35% |
$6.78K - $7.25K
|
3.63K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-115- 1.78% |
$6.19K - $6.61K
|
6.34K
$367K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-106- 0.32% |
$5.7K - $6.1K
|
33.5K
$1.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100- 5.53% |
$5.38K - $5.75K
|
1.71K
$98.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 40.0% |
$5.38K - $5.75K
|
150
$8.67K
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-89- 0.7% |
$4.79K - $5.12K
|
12.6K
$728K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-85- 1.6% |
$4.57K - $4.89K
|
5.22K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-82- 82.0% |
$4.41K - $4.72K
|
18
$1.04K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-64- 6.84% |
$3.44K - $3.68K
|
871
$50.4K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-59- 37.58% |
$3.17K - $3.39K
|
98
$5.67K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-44- 8.29% |
$2.37K - $2.53K
|
487
$28.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-38- 0.11% |
$2.04K - $2.19K
|
35.5K
$2.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-21- 0.49% |
$1.13K - $1.21K
|
4.28K
$247K
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-18- 0.1% |
$969 - $1.04K
|
17.8K
$1.03M
|
|