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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
44KNew |
$2.07M - $2.13M
|
44K
$2.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.5KNew |
$1.43M - $1.47M
|
30.5K
$1.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.14K+ 57.95% |
$383K - $393K
|
22.2K
$1.07M
|
|
|
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
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.15KNew |
$195K - $201K
|
4.15K
$201K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.37KNew |
$111K - $114K
|
2.37K
$115K
|
|
|
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
$637K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
137+ 1.0% |
$6.44K - $6.63K
|
13.9K
$671K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-915- 9.2% |
$43K - $44.3K
|
9.03K
$437K
|
|
|
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
|