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 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
82.3KNew |
$3.75M - $3.89M
|
82.3K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
80.3K+ 29.42% |
$3.66M - $3.79M
|
353K
$16.4M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
71.4K+ 53.88% |
$3.25M - $3.37M
|
204K
$9.49M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
66.5K+ 16.27% |
$3.03M - $3.14M
|
475K
$22.1M
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
65.4K+ 23.95% |
$2.98M - $3.09M
|
338K
$15.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
63.7K+ 8.77% |
$2.9M - $3.01M
|
790K
$36.8M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
60.2KNew |
$2.74M - $2.84M
|
60.2K
$2.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
57.7K+ 6.48% |
$2.63M - $2.73M
|
949K
$44.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
56K+ 15.83% |
$2.55M - $2.65M
|
410K
$19.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55.2K+ 40.73% |
$2.52M - $2.61M
|
191K
$8.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
52.4K+ 1.65% |
$2.39M - $2.47M
|
3.23M
$151M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
51.5K+ 4.37% |
$2.35M - $2.43M
|
1.23M
$57.3M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
50.5K+ 6.44% |
$2.3M - $2.38M
|
834K
$38.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
49.2K+ 406.87% |
$2.24M - $2.33M
|
61.3K
$2.86M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
49.2K+ 44.71% |
$2.24M - $2.33M
|
159K
$7.42M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
48.9KNew |
$2.23M - $2.31M
|
48.9K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
45K+ 16.79% |
$2.05M - $2.12M
|
313K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
43.9K+ 616.46% |
$2M - $2.07M
|
51K
$2.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
42.8KNew |
$1.95M - $2.02M
|
42.8K
$1.99M
|
|
|
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
$24.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39K+ 10.08% |
$1.78M - $1.84M
|
426K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
38.7KNew |
$1.76M - $1.83M
|
38.7K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33.2K+ 7.22% |
$1.51M - $1.57M
|
493K
$23M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
32.4K+ 27.93% |
$1.48M - $1.53M
|
149K
$6.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
32.3K+ 36.18% |
$1.47M - $1.52M
|
121K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
32.2K+ 110.35% |
$1.47M - $1.52M
|
61.4K
$2.86M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
31.8K+ 8.25% |
$1.45M - $1.5M
|
417K
$19.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
31.6KNew |
$1.44M - $1.49M
|
31.6K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
31.5K+ 16.3% |
$1.43M - $1.49M
|
224K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
30.7K+ 3.42% |
$1.4M - $1.45M
|
926K
$43.1M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
29.7K+ 16.45% |
$1.35M - $1.4M
|
210K
$9.77M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
29.6KNew |
$1.35M - $1.4M
|
29.6K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
29.6KNew |
$1.35M - $1.4M
|
29.6K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
29.4K+ 18.04% |
$1.34M - $1.39M
|
192K
$8.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
28.5KNew |
$1.3M - $1.35M
|
28.5K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
28.2K+ 5.23% |
$1.28M - $1.33M
|
567K
$26.4M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
27.7K+ 7.26% |
$1.26M - $1.31M
|
409K
$19M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
27.6K+ 5.19% |
$1.26M - $1.31M
|
561K
$26.1M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
27.5K+ 21.2% |
$1.25M - $1.3M
|
157K
$7.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
26K+ 7.7% |
$1.19M - $1.23M
|
364K
$17M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
25.9K+ 7.01% |
$1.18M - $1.22M
|
396K
$18.4M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
BUY
|
- |
25.2KNew |
$1.15M - $1.19M
|
25.2K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
24.6K+ 19.16% |
$1.12M - $1.16M
|
153K
$7.13M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.5K+ 16.09% |
$1.11M - $1.16M
|
176K
$8.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
23.1KNew |
$1.05M - $1.09M
|
23.1K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
23K+ 10.33% |
$1.05M - $1.08M
|
245K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
21.7K+ 4.83% |
$987K - $1.02M
|
470K
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
21.7K+ 4.83% |
$987K - $1.02M
|
470K
$21.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.9K+ 24.08% |
$952K - $987K
|
108K
$5.02M
|