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 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
318+ 1.07% |
$14.7K - $15.2K
|
30.1K
$1.44M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
244+ 2.58% |
$11.3K - $11.7K
|
9.72K
$465K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
241+ 9.22% |
$11.2K - $11.5K
|
2.85K
$137K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
226+ 4.0% |
$10.5K - $10.8K
|
5.88K
$281K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
170New |
$7.88K - $8.12K
|
170
$8.14K
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
159+ 0.38% |
$7.37K - $7.6K
|
42K
$2.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
122New |
$5.66K - $5.83K
|
122
$5.84K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
110New |
$5.1K - $5.25K
|
110
$5.27K
|
|
|
Oct 23, 2025
Q3 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
105+ 0.19% |
$4.87K - $5.02K
|
54.3K
$2.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
74+ 0.98% |
$3.43K - $3.53K
|
7.61K
$364K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
7+ 1.16% |
$325 - $334
|
612
$29.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5+ 0.08% |
$232 - $239
|
6.18K
$296K
|
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2+ 0.02% |
$92.7 - $95.5
|
8.19K
$392K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.1% |
$46.4 - $47.8
|
962
$46.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-83- 0.12% |
$3.85K - $3.96K
|
71.4K
$3.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-237- 3.6% |
$11K - $11.3K
|
6.34K
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-392- 1.16% |
$18.2K - $18.7K
|
33.4K
$1.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-452- 6.32% |
$21K - $21.6K
|
6.7K
$321K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-532- 0.19% |
$24.7K - $25.4K
|
280K
$13.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-690- 8.24% |
$32K - $33K
|
7.68K
$368K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-743- 1.44% |
$34.5K - $35.5K
|
50.7K
$2.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-755- 2.4% |
$35K - $36.1K
|
30.7K
$1.47M
|
|
|
Oct 16, 2025
Q3 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-794- 1.05% |
$36.8K - $37.9K
|
75K
$3.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-903- 2.64% |
$41.9K - $43.1K
|
33.3K
$1.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-1.13K- 2.48% |
$52.3K - $53.8K
|
44.4K
$2.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 4.0% |
$61K - $62.8K
|
31.6K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.52K- 4.12% |
$70.3K - $72.4K
|
35.3K
$1.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.79K- 4.75% |
$82.8K - $85.3K
|
35.8K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.85K- 4.1% |
$86K - $88.6K
|
43.4K
$2.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-2.9K- 37.62% |
$134K - $139K
|
4.81K
$230K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-3.36K- 41.5% |
$156K - $160K
|
4.73K
$226K
|
|
|
Oct 27, 2025
Q3 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.49K- 37.0% |
$162K - $167K
|
5.94K
$284K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.32K- 1.03% |
$200K - $206K
|
415K
$19.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-5.53K- 26.85% |
$256K - $264K
|
15.1K
$721K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-5.89K- 3.55% |
$273K - $281K
|
160K
$7.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-12.1K- 1.99% |
$563K - $580K
|
597K
$28.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-35.5K- 6.4% |
$1.65M - $1.7M
|
519K
$24.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-47.4K- 38.23% |
$2.2M - $2.27M
|
76.7K
$3.67M
|