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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
2.15MNew |
$98M - $102M
|
2.15M
$99.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
511KNew |
$23.3M - $24.1M
|
511K
$23.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
319K+ 16.55% |
$14.5M - $15.1M
|
2.25M
$104M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
228K+ 2495.88% |
$10.4M - $10.7M
|
237K
$11M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
173K+ 104.55% |
$7.89M - $8.17M
|
339K
$15.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
156K+ 59.64% |
$7.09M - $7.35M
|
416K
$19.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
147K+ 7.85% |
$6.69M - $6.93M
|
2.02M
$93.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
89.9K+ 8.74% |
$4.1M - $4.25M
|
1.12M
$51.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
84KNew |
$3.83M - $3.97M
|
84K
$3.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
63.7K+ 8.77% |
$2.9M - $3.01M
|
790K
$36.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
57.7K+ 6.48% |
$2.63M - $2.73M
|
949K
$44M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
42.8KNew |
$1.95M - $2.02M
|
42.8K
$1.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
40.1K+ 13.86% |
$1.83M - $1.89M
|
329K
$15.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
39.5K+ 8.2% |
$1.8M - $1.87M
|
522K
$24.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
30.7K+ 3.42% |
$1.4M - $1.45M
|
926K
$42.9M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
29.7K+ 16.45% |
$1.35M - $1.4M
|
210K
$9.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
19.8K+ 34.16% |
$904K - $937K
|
77.9K
$3.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
16.2K+ 2.85% |
$736K - $763K
|
584K
$27M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.2KNew |
$693K - $719K
|
15.2K
$705K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.1K+ 0.93% |
$597K - $619K
|
1.43M
$66.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
10.7K+ 201.24% |
$487K - $505K
|
16K
$742K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.3K+ 94.55% |
$469K - $486K
|
21.2K
$982K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.39K+ 10.91% |
$428K - $443K
|
95.5K
$4.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.75K+ 37.87% |
$399K - $413K
|
31.8K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7.52K+ 1.44% |
$343K - $355K
|
531K
$24.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.09K+ 9.76% |
$323K - $335K
|
79.8K
$3.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
7.05K+ 4.88% |
$321K - $333K
|
152K
$7.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.84K+ 7.71% |
$312K - $323K
|
95.5K
$4.43M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.43K+ 12.27% |
$293K - $303K
|
58.8K
$2.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
6.36K+ 3.62% |
$290K - $300K
|
182K
$8.44M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.28K+ 9.86% |
$286K - $297K
|
70K
$3.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
5.69K+ 0.93% |
$259K - $269K
|
620K
$28.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.44K+ 16.59% |
$248K - $257K
|
38.2K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.31KNew |
$105K - $109K
|
2.31K
$107K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.24K+ 28.99% |
$102K - $106K
|
9.98K
$462K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.9K+ 22.38% |
$86.7K - $89.9K
|
10.4K
$482K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.9K+ 4.53% |
$86.7K - $89.9K
|
44K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.86K+ 10.35% |
$84.8K - $87.9K
|
19.8K
$920K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.44K+ 29.89% |
$65.4K - $67.8K
|
6.24K
$289K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.16K+ 10.62% |
$52.8K - $54.7K
|
12.1K
$559K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
965+ 1.26% |
$44K - $45.6K
|
77.5K
$3.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
396+ 0.79% |
$18K - $18.7K
|
50.8K
$2.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
355New |
$16.2K - $16.8K
|
355
$16.4K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
76+ 0.31% |
$3.46K - $3.59K
|
24.9K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-34- 0.35% |
$1.55K - $1.61K
|
9.76K
$452K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-46- 8.6% |
$2.1K - $2.17K
|
489
$22.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-59Closed |
$2.69K - $2.79K
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-283- 31.0% |
$12.9K - $13.4K
|
630
$29.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-284- 3.04% |
$12.9K - $13.4K
|
9.07K
$420K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-390- 6.12% |
$17.8K - $18.4K
|
5.99K
$277K
|