Purchases and Sales Made in Q1 2025 in J P Morgan Exchange Traded Fd (JCPB)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JCPB) during Q1 2025. The information is specifically focused on institutions that hold shares of J P MORGAN EXCHANGE-TRADED FD .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.78MNew |
$172M - $178M
|
3.78M
$176M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
2.15MNew |
$98M - $102M
|
2.15M
$100M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.82M+ 1774.66% |
$83.1M - $86.2M
|
1.93M
$89.7M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
1.64MNew |
$74.7M - $77.4M
|
1.64M
$76.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.39M+ 97.65% |
$63.1M - $65.4M
|
2.8M
$131M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14M+ 81.16% |
$52.1M - $54M
|
2.55M
$119M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.02MNew |
$46.4M - $48.1M
|
1.02M
$47.4M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
960KNew |
$43.7M - $45.4M
|
960K
$44.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
832K+ 113.14% |
$37.9M - $39.3M
|
1.57M
$73M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
770K+ 46.67% |
$35.1M - $36.4M
|
2.42M
$113M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
740K+ 23.83% |
$33.7M - $34.9M
|
3.84M
$179M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
674K+ 61.73% |
$30.7M - $31.8M
|
1.77M
$82.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
641K+ 74.66% |
$29.2M - $30.3M
|
1.5M
$69.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
576KNew |
$26.3M - $27.2M
|
576K
$26.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
552K+ 37.21% |
$25.1M - $26.1M
|
2.03M
$94.7M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
530K+ 189.89% |
$24.2M - $25M
|
810K
$37.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
511KNew |
$23.3M - $24.1M
|
511K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
481K+ 77.76% |
$21.9M - $22.7M
|
1.1M
$51.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
475K+ 742156.25% |
$21.6M - $22.4M
|
475K
$22.1M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
436K+ 46.06% |
$19.9M - $20.6M
|
1.38M
$64.3M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
436K+ 143.74% |
$19.9M - $20.6M
|
739K
$34.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
418K+ 65.74% |
$19.1M - $19.8M
|
1.05M
$49.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
376K+ 12.11% |
$17.1M - $17.7M
|
3.48M
$162M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
353K+ 31.49% |
$16.1M - $16.7M
|
1.48M
$68.7M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
349KNew |
$15.9M - $16.5M
|
349K
$16.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
319K+ 16.55% |
$14.5M - $15.1M
|
2.25M
$105M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
254K+ 24.19% |
$11.6M - $12M
|
1.3M
$60.7M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
245K+ 132.2% |
$11.2M - $11.6M
|
430K
$20M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
228K+ 2495.88% |
$10.4M - $10.7M
|
237K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
215K+ 82.39% |
$9.81M - $10.2M
|
476K
$22.2M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
200K+ 95.3% |
$9.1M - $9.43M
|
409K
$19.1M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
188K+ 121.62% |
$8.57M - $8.89M
|
343K
$16M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
174K+ 401.5% |
$7.93M - $8.22M
|
217K
$10.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
173K+ 104.55% |
$7.89M - $8.17M
|
339K
$15.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
156K+ 59.64% |
$7.09M - $7.35M
|
416K
$19.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
147K+ 7.85% |
$6.69M - $6.93M
|
2.02M
$93.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
139K+ 33.84% |
$6.32M - $6.55M
|
549K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
128K+ 41.74% |
$5.83M - $6.05M
|
435K
$20.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
127K+ 56.62% |
$5.79M - $6.01M
|
352K
$16.4M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
113K+ 37.35% |
$5.13M - $5.31M
|
414K
$19.3M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
105K+ 36.21% |
$4.8M - $4.97M
|
396K
$18.4M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
103K+ 272.25% |
$4.69M - $4.86M
|
141K
$6.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
99.6K+ 34.27% |
$4.54M - $4.7M
|
390K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
92.9K+ 55.5% |
$4.23M - $4.39M
|
260K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
89.9K+ 8.74% |
$4.1M - $4.25M
|
1.12M
$52.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
88.4K+ 8.22% |
$4.03M - $4.18M
|
1.16M
$54.2M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
84.1K+ 6.9% |
$3.83M - $3.97M
|
1.3M
$60.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
84KNew |
$3.83M - $3.97M
|
84K
$3.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
83.9K+ 17.99% |
$3.82M - $3.96M
|
551K
$25.6M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
82.5K+ 79.17% |
$3.76M - $3.9M
|
187K
$8.7M
|