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 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
6.76K+ 12.05% |
$308K - $319K
|
62.8K
$2.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.49KNew |
$296K - $307K
|
6.49K
$302K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.43K+ 32.61% |
$293K - $304K
|
26.1K
$1.22M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.43K+ 12.27% |
$293K - $303K
|
58.8K
$2.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
6.36K+ 3.62% |
$290K - $300K
|
182K
$8.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
6.33KNew |
$288K - $299K
|
6.33K
$294K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.28K+ 9.86% |
$286K - $297K
|
70K
$3.26M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
6.14K+ 1.95% |
$280K - $290K
|
322K
$15M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
6.13K+ 7.39% |
$279K - $289K
|
89.1K
$4.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
5.69K+ 0.93% |
$259K - $269K
|
620K
$28.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
5.65K+ 16.4% |
$257K - $267K
|
40.1K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.58KNew |
$254K - $264K
|
5.58K
$260K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.57K+ 77.77% |
$254K - $263K
|
12.7K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.5K+ 1.72% |
$250K - $260K
|
324K
$15.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.44K+ 16.59% |
$248K - $257K
|
38.2K
$1.78M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.35KNew |
$244K - $253K
|
5.35K
$249K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
5.31K+ 11.15% |
$242K - $251K
|
53K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.26K+ 7.48% |
$240K - $248K
|
75.6K
$3.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.14K+ 3.86% |
$234K - $243K
|
138K
$6.44M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
BUY
|
- |
5KNew |
$228K - $236K
|
5K
$233K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.97KNew |
$227K - $235K
|
4.97K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
4.76K+ 12.36% |
$217K - $225K
|
43.3K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
4.71K+ 2.93% |
$215K - $223K
|
165K
$7.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.62K+ 4.83% |
$211K - $218K
|
100K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.61KNew |
$210K - $218K
|
4.61K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
4.6K+ 49.78% |
$210K - $217K
|
13.9K
$645K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
4.5KNew |
$205K - $213K
|
4.5K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
4.49K+ 7.95% |
$205K - $212K
|
61K
$2.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.31KNew |
$196K - $204K
|
4.31K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.07K+ 18.46% |
$185K - $192K
|
26.1K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
4.02K+ 399.11% |
$183K - $190K
|
5.02K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
3.85K+ 4.04% |
$175K - $182K
|
99.2K
$4.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
3.72K+ 1.32% |
$170K - $176K
|
285K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.18K+ 4.15% |
$145K - $150K
|
79.7K
$3.71M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.9K+ 13.67% |
$132K - $137K
|
24.1K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
2.61K+ 46.69% |
$119K - $123K
|
8.18K
$381K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.6K+ 9.4% |
$118K - $123K
|
30.3K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.6K+ 1.09% |
$118K - $123K
|
241K
$11.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.59K+ 1.14% |
$118K - $122K
|
230K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.48K+ 11.95% |
$113K - $117K
|
23.2K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.31KNew |
$105K - $109K
|
2.31K
$108K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.24K+ 28.99% |
$102K - $106K
|
9.98K
$464K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
2.05K+ 40.02% |
$93.3K - $96.7K
|
7.17K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.01K+ 35.53% |
$91.4K - $94.8K
|
7.66K
$356K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.9K+ 22.38% |
$86.7K - $89.9K
|
10.4K
$485K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.9K+ 4.53% |
$86.7K - $89.9K
|
44K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.86K+ 10.35% |
$84.8K - $87.9K
|
19.8K
$924K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.82K+ 0.63% |
$82.7K - $85.8K
|
288K
$13.4M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.68K+ 15.65% |
$76.3K - $79.1K
|
12.4K
$576K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
1.63K+ 2.26% |
$74.3K - $77K
|
73.8K
$3.44M
|