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 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.61K+ 13.17% |
$73.4K - $76.1K
|
13.8K
$645K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.52K+ 6.89% |
$69.2K - $71.7K
|
23.5K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.44K+ 29.89% |
$65.4K - $67.8K
|
6.24K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.43K+ 12.42% |
$65.2K - $67.6K
|
13K
$603K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.33K+ 2.0% |
$60.7K - $63K
|
68K
$3.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.16K+ 10.62% |
$52.8K - $54.7K
|
12.1K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.01K+ 9.7% |
$46.1K - $47.7K
|
11.4K
$532K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.01K+ 8.54% |
$46K - $47.7K
|
12.8K
$598K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
989+ 2.78% |
$45.1K - $46.7K
|
36.5K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
968+ 80.33% |
$44.1K - $45.7K
|
2.17K
$101K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
965+ 1.26% |
$44K - $45.6K
|
77.5K
$3.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
860+ 3.46% |
$39.2K - $40.6K
|
25.7K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
796+ 1.52% |
$36.3K - $37.6K
|
53.2K
$2.48M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
677+ 2.97% |
$30.8K - $32K
|
23.5K
$1.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
567+ 0.39% |
$25.8K - $26.8K
|
146K
$6.78M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
553+ 10.8% |
$25.2K - $26.1K
|
5.67K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
550New |
$25.1K - $26K
|
550
$25.6K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
523+ 3.59% |
$23.8K - $24.7K
|
15.1K
$702K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
516New |
$23.5K - $24.4K
|
516
$24K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
466+ 3.48% |
$21.2K - $22K
|
13.9K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
412+ 9.41% |
$18.8K - $19.5K
|
4.79K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
396+ 0.79% |
$18K - $18.7K
|
50.8K
$2.37M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
391New |
$17.8K - $18.5K
|
391
$18.2K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
366+ 0.73% |
$16.7K - $17.3K
|
50.6K
$2.36M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
355New |
$16.2K - $16.8K
|
355
$16.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
308+ 5.25% |
$14K - $14.5K
|
6.18K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
209+ 3.14% |
$9.52K - $9.87K
|
6.86K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
203+ 3.66% |
$9.25K - $9.59K
|
5.75K
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
188+ 3.88% |
$8.57K - $8.88K
|
5.04K
$235K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
162New |
$7.38K - $7.65K
|
162
$7.54K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
146+ 1.62% |
$6.65K - $6.9K
|
9.16K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
107+ 0.89% |
$4.87K - $5.05K
|
12.1K
$565K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
76+ 0.31% |
$3.46K - $3.59K
|
24.9K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
68+ 0.48% |
$3.1K - $3.21K
|
14.2K
$660K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
58+ 6.02% |
$2.64K - $2.74K
|
1.02K
$47.5K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
56New |
$2.55K - $2.64K
|
56
$2.61K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
51+ 1.1% |
$2.32K - $2.41K
|
4.68K
$218K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
48+ 0.15% |
$2.19K - $2.27K
|
32.7K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
40+ 0.02% |
$1.82K - $1.89K
|
255K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
12+ 0.07% |
$547 - $567
|
17.8K
$827K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
9+ 1.34% |
$410 - $425
|
682
$31.8K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
7+ 1.19% |
$319 - $331
|
597
$27.8K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6+ 1.18% |
$273 - $283
|
514
$23.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1+ 0.01% |
$45.6 - $47.2
|
8.64K
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1+ 0.01% |
$45.6 - $47.2
|
8.18K
$381K
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-34- 0.35% |
$1.55K - $1.61K
|
9.76K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-41- 18.72% |
$1.87K - $1.94K
|
178
$8.29K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-46- 8.6% |
$2.1K - $2.17K
|
489
$22.8K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-49- 2.02% |
$2.23K - $2.31K
|
2.38K
$111K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-55- 0.88% |
$2.51K - $2.6K
|
6.18K
$288K
|