Purchases and Sales Made in Q2 2025 in Jp Morgan Exchange Traded Fd T (JCPI)
This table provides information about the institutional ownership of Jp Morgan Exchange Traded Fd T (JCPI) during Q2 2025. The information is specifically focused on institutions that hold shares of JP MORGAN EXCHANGE-TRADED FD T.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
76.3K+ 2680.84% |
$3.59M - $3.69M
|
79.1K
$3.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.1K+ 176.35% |
$3.16M - $3.24M
|
105K
$5.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
44KNew |
$2.07M - $2.13M
|
44K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
43.7KNew |
$2.05M - $2.11M
|
43.7K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.9KNew |
$1.69M - $1.73M
|
35.9K
$1.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.5KNew |
$1.43M - $1.47M
|
30.5K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.2KNew |
$1.37M - $1.41M
|
29.2K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.92K+ 11.47% |
$420K - $431K
|
86.7K
$4.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.14K+ 57.95% |
$383K - $393K
|
22.2K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.78KNew |
$366K - $376K
|
7.78K
$377K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.68KNew |
$314K - $323K
|
6.68K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.58K+ 64.04% |
$215K - $221K
|
11.7K
$568K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.15KNew |
$195K - $201K
|
4.15K
$201K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.15KNew |
$195K - $201K
|
4.15K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.55K+ 2.84% |
$167K - $172K
|
129K
$6.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.37KNew |
$111K - $114K
|
2.37K
$115K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.5K+ 8.86% |
$70.7K - $72.7K
|
18.5K
$895K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.09K+ 2.09% |
$51.2K - $52.7K
|
53.1K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.07K+ 8.8% |
$50.1K - $51.5K
|
13.2K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
803+ 9.78% |
$37.8K - $38.8K
|
9.01K
$437K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
137+ 1.0% |
$6.44K - $6.63K
|
13.9K
$672K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
42New |
$1.98K - $2.03K
|
42
$2.04K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.58% |
$47 - $48.4
|
174
$8.44K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-269- 0.24% |
$12.7K - $13K
|
112K
$5.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-915- 9.2% |
$43K - $44.3K
|
9.03K
$438K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.96K- 3.31% |
$92.1K - $94.7K
|
57.2K
$2.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.07K- 15.67% |
$191K - $197K
|
21.9K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-30.6K- 9.5% |
$1.44M - $1.48M
|
292K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72.6K- 96.23% |
$3.41M - $3.51M
|
2.85K
$138K
|