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 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20.4K+ 6.22% |
$930K - $964K
|
348K
$16.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
19.8K+ 34.16% |
$904K - $937K
|
77.9K
$3.63M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
19.2K+ 203.88% |
$874K - $906K
|
28.6K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
18.6K+ 62.52% |
$847K - $878K
|
48.3K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
18.4K+ 9.45% |
$840K - $871K
|
214K
$9.95M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
18KNew |
$820K - $850K
|
18K
$838K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
17.5K+ 11.48% |
$796K - $825K
|
170K
$7.9M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
17.2K+ 6.16% |
$783K - $812K
|
296K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
17.2KNew |
$781K - $810K
|
17.2K
$799K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
16.6K+ 9.54% |
$757K - $785K
|
191K
$8.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
16.2K+ 2.85% |
$736K - $763K
|
584K
$27.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
15.6K+ 43.5% |
$711K - $737K
|
51.5K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$703K - $729K
|
15.4K
$719K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.3K+ 12.13% |
$698K - $724K
|
142K
$6.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
15.3KNew |
$697K - $723K
|
15.3K
$712K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.2KNew |
$693K - $719K
|
15.2K
$708K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
15.1KNew |
$688K - $713K
|
15.1K
$703K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
14.8K+ 1.81% |
$676K - $701K
|
833K
$38.8M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
14.4KNew |
$657K - $681K
|
14.4K
$671K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14K+ 12.16% |
$637K - $660K
|
129K
$6M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
14KNew |
$637K - $660K
|
14K
$650K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
13.4KNew |
$611K - $633K
|
13.4K
$624K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
13.3K+ 41.36% |
$606K - $628K
|
45.4K
$2.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.1K+ 0.93% |
$597K - $619K
|
1.43M
$66.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
13.1K+ 1.74% |
$596K - $618K
|
766K
$35.7M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13KNew |
$591K - $613K
|
13K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12KNew |
$548K - $568K
|
12K
$560K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11.5K+ 4.33% |
$522K - $541K
|
276K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.7K+ 3.69% |
$488K - $506K
|
301K
$14M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
10.7K+ 201.24% |
$487K - $505K
|
16K
$746K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.3K+ 94.55% |
$469K - $486K
|
21.2K
$987K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 4.61% |
$466K - $483K
|
232K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.52K+ 89.51% |
$434K - $450K
|
20.2K
$939K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
9.41K+ 21.19% |
$429K - $445K
|
53.8K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.39K+ 10.91% |
$428K - $443K
|
95.5K
$4.44M
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
9.35KNew |
$426K - $442K
|
9.35K
$435K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.25KNew |
$421K - $437K
|
9.25K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.75K+ 37.87% |
$399K - $413K
|
31.8K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.5KNew |
$387K - $401K
|
8.5K
$396K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
8.03K+ 5.42% |
$366K - $379K
|
156K
$7.27M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7.98K+ 20.32% |
$364K - $377K
|
47.3K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.97K+ 11.23% |
$363K - $376K
|
78.9K
$3.67M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.96KNew |
$363K - $376K
|
7.96K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.57KNew |
$345K - $357K
|
7.57K
$352K
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
7.52K+ 1.44% |
$343K - $355K
|
531K
$24.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.09K+ 9.76% |
$323K - $335K
|
79.8K
$3.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
7.05K+ 4.88% |
$321K - $333K
|
152K
$7.06M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7K+ 15.32% |
$319K - $330K
|
52.6K
$2.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.84K+ 7.71% |
$312K - $323K
|
95.5K
$4.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
6.81K+ 3.69% |
$310K - $322K
|
192K
$8.92M
|