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 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
12.6K+ 2.09% |
$586K - $604K
|
619K
$29.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
12.4K+ 2.74% |
$574K - $591K
|
464K
$22.2M
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10.7K+ 180.63% |
$494K - $509K
|
16.5K
$792K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
10.5K+ 31.13% |
$487K - $502K
|
44.2K
$2.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.3K+ 72.49% |
$480K - $494K
|
24.6K
$1.18M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.3K+ 12.98% |
$431K - $444K
|
80.9K
$3.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.14K+ 177.95% |
$424K - $437K
|
14.3K
$684K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
9.13K+ 1.31% |
$423K - $436K
|
704K
$33.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.9K+ 8.99% |
$413K - $425K
|
108K
$5.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8.77K+ 62.21% |
$407K - $419K
|
22.9K
$1.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
7.71K+ 4.78% |
$358K - $368K
|
169K
$8.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
6.87K+ 2.84% |
$319K - $328K
|
249K
$11.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.79KNew |
$315K - $324K
|
6.79K
$325K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.38KNew |
$296K - $305K
|
6.38K
$305K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.95KNew |
$276K - $284K
|
5.95K
$285K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.83K+ 0.69% |
$270K - $279K
|
845K
$40.5M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.77K+ 8.13% |
$268K - $276K
|
76.7K
$3.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
4.97K+ 5.69% |
$230K - $237K
|
92.3K
$4.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.77K+ 3.43% |
$221K - $228K
|
144K
$6.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.74KNew |
$220K - $226K
|
4.74K
$227K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.13K+ 26.84% |
$192K - $197K
|
19.5K
$935K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.78K+ 8.63% |
$175K - $181K
|
47.6K
$2.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
3.71K+ 5.62% |
$172K - $177K
|
69.7K
$3.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.58K+ 4.65% |
$166K - $171K
|
80.6K
$3.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.12K+ 29.67% |
$145K - $149K
|
13.6K
$653K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 3.02% |
$136K - $140K
|
99.6K
$4.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.91K+ 3.88% |
$135K - $139K
|
78K
$3.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.9K+ 1.49% |
$134K - $139K
|
197K
$9.43M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.85K+ 11.25% |
$132K - $136K
|
28.2K
$1.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.76KNew |
$128K - $132K
|
2.76K
$132K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.62K+ 2.81% |
$122K - $125K
|
95.8K
$4.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.54K+ 3176.25% |
$118K - $121K
|
2.62K
$125K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.46K+ 7.36% |
$114K - $117K
|
35.8K
$1.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.28K+ 2.26% |
$106K - $109K
|
103K
$4.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.69K+ 5.61% |
$78.3K - $80.7K
|
31.8K
$1.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.62K+ 7.86% |
$75.1K - $77.4K
|
22.2K
$1.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.6K+ 6.32% |
$74.2K - $76.4K
|
26.9K
$1.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.23K+ 2.65% |
$56.8K - $58.5K
|
47.5K
$2.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.18K+ 18.09% |
$54.8K - $56.5K
|
7.72K
$369K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 3.82% |
$48.6K - $50.1K
|
28.5K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.04K+ 13.99% |
$48.4K - $49.9K
|
8.5K
$407K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
1.03K+ 2.02% |
$47.8K - $49.3K
|
52K
$2.49M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
729+ 4.93% |
$33.8K - $34.8K
|
15.5K
$742K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
696New |
$32.3K - $33.2K
|
696
$33.3K
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
676+ 1.57% |
$31.3K - $32.3K
|
43.9K
$2.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
601+ 4.45% |
$27.9K - $28.7K
|
14.1K
$675K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
498+ 6.99% |
$23.1K - $23.8K
|
7.62K
$365K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
323+ 4.0% |
$15K - $15.4K
|
8.41K
$402K
|