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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.8K- 3.4% |
$627K - $650K
|
391K
$18.2M
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-14.8K- 10.98% |
$674K - $698K
|
120K
$5.58M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-15.8K- 71.58% |
$720K - $747K
|
6.28K
$292K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.9K- 10.95% |
$770K - $799K
|
138K
$6.41M
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-17.9K- 61.55% |
$817K - $847K
|
11.2K
$521K
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-20.5K- 8.79% |
$932K - $966K
|
212K
$9.88M
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-21.1K- 5.08% |
$961K - $997K
|
394K
$18.3M
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-22.2K- 33.06% |
$1.01M - $1.05M
|
45K
$2.1M
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-22.8K- 16.65% |
$1.04M - $1.08M
|
114K
$5.32M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-23.2K- 28.04% |
$1.06M - $1.09M
|
59.4K
$2.77M
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-23.3K- 3.71% |
$1.06M - $1.1M
|
604K
$28.1M
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-37.3K- 21.28% |
$1.7M - $1.76M
|
138K
$6.42M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-48.2K- 88.47% |
$2.2M - $2.28M
|
6.28K
$292K
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-52.1K- 18.5% |
$2.38M - $2.46M
|
230K
$10.7M
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-55.8K- 7.92% |
$2.54M - $2.64M
|
649K
$30.2M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-65.5K- 95.98% |
$2.98M - $3.09M
|
2.75K
$128K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.6K- 3.71% |
$3.03M - $3.15M
|
1.73M
$80.4M
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-73.9K- 54.42% |
$3.37M - $3.49M
|
61.9K
$2.88M
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-89.9K- 33.31% |
$4.1M - $4.25M
|
180K
$8.38M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-91.2K- 75.89% |
$4.16M - $4.31M
|
29K
$1.35M
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-91.7K- 32.19% |
$4.18M - $4.33M
|
193K
$9M
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-116K- 43.19% |
$5.27M - $5.46M
|
152K
$7.08M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-141K- 76.44% |
$6.41M - $6.64M
|
43.3K
$2.02M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-228K- 63.3% |
$10.4M - $10.8M
|
132K
$6.16M
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-232K- 50.13% |
$10.6M - $10.9M
|
230K
$10.7M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-286K- 3.42% |
$13M - $13.5M
|
8.06M
$375M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-421K- 46.87% |
$19.2M - $19.9M
|
478K
$22.2M
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-436K- 21.45% |
$19.9M - $20.6M
|
1.6M
$74.3M
|