Purchases and Sales Made in Q2 2025 in J P Morgan Exchange Traded Fd (JPRE)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JPRE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
134KNew |
$5.74M - $6.55M
|
134K
$6.43M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
99.5KNew |
$4.25M - $4.86M
|
99.5K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
68.7K+ 119.53% |
$2.94M - $3.35M
|
126K
$6.04M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
33K+ 6.71% |
$1.41M - $1.61M
|
525K
$25.1M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
28.2KNew |
$1.21M - $1.38M
|
28.2K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
28.1K+ 59.76% |
$1.2M - $1.37M
|
75K
$3.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.1KNew |
$730K - $833K
|
17.1K
$817K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
16.9K+ 18.29% |
$722K - $824K
|
109K
$5.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
13.6KNew |
$583K - $665K
|
13.6K
$652K
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
11.9K+ 22.75% |
$511K - $583K
|
64.4K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.8K+ 72.28% |
$502K - $573K
|
28K
$1.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.83K+ 149.25% |
$335K - $382K
|
13.1K
$626K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.77K+ 56.56% |
$332K - $379K
|
21.5K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.58KNew |
$281K - $321K
|
6.58K
$315K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.04K+ 12.1% |
$215K - $246K
|
46.7K
$2.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
4.76K+ 138.6% |
$203K - $232K
|
8.19K
$392K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.12K+ 2.74% |
$176K - $201K
|
154K
$7.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
BUY
|
- |
4.07K+ 50.57% |
$174K - $198K
|
12.1K
$579K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.01K+ 90.92% |
$171K - $196K
|
8.41K
$403K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.55K+ 3.01% |
$152K - $173K
|
121K
$5.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3K+ 228.81% |
$128K - $146K
|
4.31K
$207K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.78K+ 32.98% |
$119K - $135K
|
11.2K
$536K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.37K+ 12.68% |
$101K - $116K
|
21.1K
$1.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
930+ 6.78% |
$39.8K - $45.4K
|
14.6K
$701K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
655New |
$28K - $32K
|
655
$31.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
426New |
$18.2K - $20.8K
|
426
$20.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
392New |
$16.8K - $19.1K
|
392
$18.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
260+ 8.05% |
$11.1K - $12.7K
|
3.49K
$167K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
162+ 0.73% |
$6.93K - $7.9K
|
22.4K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73New |
$3.12K - $3.56K
|
73
$3.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
54+ 0.6% |
$2.31K - $2.63K
|
9.07K
$434K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
37+ 0.41% |
$1.58K - $1.81K
|
9.01K
$432K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36+ 2.23% |
$1.54K - $1.76K
|
1.65K
$79.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
17+ 2.25% |
$727 - $829
|
771
$36.9K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4+ 0.45% |
$171 - $195
|
890
$42.6K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3+ 0.83% |
$128 - $146
|
366
$17.5K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$42.8 - $48.8
|
4.7K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4- 80.0% |
$171 - $195
|
1
$47.9
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-53- 0.71% |
$2.27K - $2.59K
|
7.45K
$357K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-135- 93.75% |
$5.77K - $6.59K
|
9
$431
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-437- 4.93% |
$18.7K - $21.3K
|
8.42K
$403K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-603- 1.29% |
$25.8K - $29.4K
|
46K
$2.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.14K- 7.84% |
$48.7K - $55.6K
|
13.4K
$641K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-3.49K- 22.45% |
$149K - $170K
|
12.1K
$577K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.83K- 24.7% |
$206K - $235K
|
14.7K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.2K- 94.72% |
$692K - $790K
|
902
$43.2K
|