Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.66M+ 34.24% |
$123M - $127M
|
10.4M
$499M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
721K+ 84.35% |
$33.4M - $34.4M
|
1.57M
$75.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
365K+ 17.93% |
$16.9M - $17.4M
|
2.4M
$115M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
232K+ 7.0% |
$10.8M - $11.1M
|
3.55M
$170M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
224K+ 9.21% |
$10.4M - $10.7M
|
2.66M
$127M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
212K+ 996.17% |
$9.81M - $10.1M
|
233K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
175KNew |
$8.13M - $8.38M
|
175K
$8.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
173K+ 42.21% |
$8.01M - $8.25M
|
582K
$27.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
138K+ 84.35% |
$6.4M - $6.59M
|
302K
$14.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
136K+ 13.34% |
$6.31M - $6.5M
|
1.16M
$55.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
135K+ 13.74% |
$6.28M - $6.47M
|
1.12M
$53.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
131K+ 6.09% |
$6.07M - $6.25M
|
2.28M
$109M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
113K+ 11.09% |
$5.25M - $5.41M
|
1.13M
$54.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
109K+ 36.76% |
$5.03M - $5.19M
|
404K
$19.3M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
104K+ 45.17% |
$4.82M - $4.97M
|
334K
$16M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
99.7K+ 203.4% |
$4.62M - $4.76M
|
149K
$7.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
86.5K+ 5.6% |
$4.01M - $4.13M
|
1.63M
$78M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
85.9KNew |
$3.99M - $4.11M
|
85.9K
$4.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
83.4K+ 7.05% |
$3.87M - $3.98M
|
1.27M
$60.6M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
68K+ 12.2% |
$3.15M - $3.25M
|
625K
$29.9M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
61.9K+ 3.68% |
$2.87M - $2.96M
|
1.75M
$83.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
55.9K+ 10.14% |
$2.59M - $2.67M
|
607K
$29.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
55.5K+ 156.56% |
$2.57M - $2.65M
|
91K
$4.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
54.9K+ 172.28% |
$2.55M - $2.62M
|
86.8K
$4.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
49.6K+ 13.56% |
$2.3M - $2.37M
|
415K
$19.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
46.7K+ 8.38% |
$2.16M - $2.23M
|
604K
$28.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
42.6K+ 320.21% |
$1.97M - $2.03M
|
55.8K
$2.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
41.7K+ 436.6% |
$1.93M - $1.99M
|
51.3K
$2.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
41.3K+ 2.92% |
$1.92M - $1.97M
|
1.46M
$69.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.1K+ 5.79% |
$1.9M - $1.96M
|
750K
$35.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
37.7KNew |
$1.75M - $1.8M
|
37.7K
$1.81M
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
36.2K+ 3.8% |
$1.68M - $1.73M
|
989K
$47.3M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
33.5K+ 26.82% |
$1.55M - $1.6M
|
158K
$7.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
30.8K+ 19.55% |
$1.43M - $1.47M
|
189K
$9.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
27.8K+ 17.02% |
$1.29M - $1.33M
|
191K
$9.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
26.2K+ 15.1% |
$1.21M - $1.25M
|
199K
$9.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
24.7K+ 3.17% |
$1.15M - $1.18M
|
806K
$38.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
24.3K+ 6.66% |
$1.13M - $1.16M
|
390K
$18.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
23.6K+ 3.88% |
$1.09M - $1.13M
|
632K
$30.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
22.6K+ 8.96% |
$1.05M - $1.08M
|
275K
$13.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
19.7K+ 5.98% |
$912K - $940K
|
349K
$16.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
19.4K+ 23.28% |
$897K - $924K
|
102K
$4.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
18.9K+ 11.62% |
$878K - $905K
|
182K
$8.71M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 9.4% |
$780K - $803K
|
196K
$9.37M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
16.8K+ 166.47% |
$779K - $802K
|
26.9K
$1.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
14.7K+ 72.31% |
$680K - $700K
|
34.9K
$1.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13.3K+ 2.31% |
$618K - $637K
|
592K
$28.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12.6K+ 2.09% |
$586K - $604K
|
619K
$29.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Econ Financial Services Corp
|
BUY
|
- |
11.3K+ 3.6% |
$525K - $541K
|
326K
$15.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
11.1K+ 37.84% |
$516K - $532K
|
40.6K
$1.94M
|