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 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-59Closed |
$2.69K - $2.79K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-60- 0.39% |
$2.73K - $2.83K
|
15.3K
$711K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-154- 0.79% |
$7.02K - $7.27K
|
19.4K
$905K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-202- 2.75% |
$9.2K - $9.54K
|
7.15K
$333K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-212- 0.34% |
$9.66K - $10K
|
61.7K
$2.87M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-237- 11.57% |
$10.8K - $11.2K
|
1.81K
$84.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-283- 31.0% |
$12.9K - $13.4K
|
630
$29.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-284- 3.04% |
$12.9K - $13.4K
|
9.07K
$422K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-350- 3.44% |
$15.9K - $16.5K
|
9.84K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-354- 0.06% |
$16.1K - $16.7K
|
575K
$26.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-390- 6.12% |
$17.8K - $18.4K
|
5.99K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-438- 4.73% |
$20K - $20.7K
|
8.82K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-440- 2.61% |
$20K - $20.8K
|
16.4K
$765K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-453- 30.44% |
$20.6K - $21.4K
|
1.04K
$48.2K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-466- 1.38% |
$21.2K - $22K
|
33.4K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-550- 7.14% |
$25.1K - $26K
|
7.15K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-644Closed |
$29.3K - $30.4K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-670- 7.74% |
$30.5K - $31.6K
|
7.99K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-679- 1.88% |
$30.9K - $32.1K
|
35.5K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-709- 4.32% |
$32.3K - $33.5K
|
15.7K
$731K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-796- 13.95% |
$36.3K - $37.6K
|
4.91K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-982- 0.18% |
$44.7K - $46.4K
|
533K
$24.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.07K- 3.44% |
$48.7K - $50.5K
|
30K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.45K- 2.4% |
$66.2K - $68.7K
|
59.1K
$2.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-1.49K- 3.36% |
$67.8K - $70.3K
|
42.9K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.64K- 0.59% |
$74.9K - $77.6K
|
275K
$12.8M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.04K- 5.17% |
$92.8K - $96.2K
|
37.4K
$1.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.28K- 3.52% |
$104K - $108K
|
62.6K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.52K- 15.62% |
$115K - $119K
|
13.6K
$634K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.81K- 1.89% |
$128K - $133K
|
146K
$6.79M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.97K- 23.3% |
$135K - $140K
|
9.77K
$455K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-3.08K- 7.87% |
$140K - $145K
|
36K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-3.12K- 1.87% |
$142K - $147K
|
164K
$7.64M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-3.12K- 11.71% |
$142K - $148K
|
23.5K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.33K- 36.06% |
$151K - $157K
|
5.9K
$274K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.49K- 4.53% |
$159K - $165K
|
73.5K
$3.42M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.1K- 14.02% |
$187K - $194K
|
25.2K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.79K- 14.08% |
$218K - $226K
|
29.2K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-5.16K- 1.78% |
$235K - $244K
|
285K
$13.3M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.17K- 16.46% |
$236K - $244K
|
26.3K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.74K- 16.01% |
$262K - $271K
|
30.1K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-6.04K- 23.9% |
$275K - $285K
|
19.2K
$895K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.23K- 12.44% |
$284K - $294K
|
43.8K
$2.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-7.28K- 1.27% |
$332K - $344K
|
566K
$26.3M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-7.64K- 92.76% |
$348K - $361K
|
596
$27.7K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.92K- 35.53% |
$361K - $374K
|
14.4K
$669K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.89K- 7.3% |
$451K - $467K
|
126K
$5.85M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-11.1K- 46.54% |
$504K - $522K
|
12.7K
$592K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-11.5K- 19.0% |
$523K - $542K
|
48.9K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.7K- 37.29% |
$533K - $553K
|
19.7K
$916K
|