Purchases and Sales Made in Q2 2025 in Jp Morgan Exch Traded Fd Tr Sh (JSCP)
This table provides information about the institutional ownership of Jp Morgan Exch Traded Fd Tr Sh (JSCP) during Q2 2025. The information is specifically focused on institutions that hold shares of JP MORGAN EXCH-TRADED FD TR SH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
278K+ 1425.41% |
$12.9M - $13.2M
|
297K
$14.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
136K+ 103.79% |
$6.31M - $6.45M
|
267K
$12.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
84.9KNew |
$3.95M - $4.03M
|
84.9K
$4.02M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
61.2KNew |
$2.85M - $2.91M
|
61.2K
$2.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.8K+ 519.6% |
$2.41M - $2.46M
|
61.8K
$2.93M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
50.1KNew |
$2.33M - $2.38M
|
50.1K
$2.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
16.1K+ 230114.3% |
$748K - $764K
|
16.1K
$763K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
11.6K+ 5.38% |
$537K - $549K
|
227K
$10.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
11.4KNew |
$529K - $540K
|
11.4K
$540K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.49K+ 8.65% |
$441K - $450K
|
119K
$5.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.3KNew |
$339K - $346K
|
7.3K
$346K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
6.67K+ 65.19% |
$310K - $316K
|
16.9K
$800K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
5.76KNew |
$268K - $273K
|
5.76K
$273K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.8K+ 16.96% |
$177K - $180K
|
26.2K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.8K+ 13.33% |
$130K - $133K
|
23.8K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.63K+ 18.79% |
$122K - $125K
|
16.6K
$788K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.88K+ 0.62% |
$87.5K - $89.3K
|
308K
$14.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
922+ 20.02% |
$42.8K - $43.7K
|
5.53K
$262K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
806+ 8.69% |
$37.4K - $38.2K
|
10.1K
$477K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
278+ 0.94% |
$12.9K - $13.2K
|
29.9K
$1.42M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
248+ 1.64% |
$11.5K - $11.8K
|
15.3K
$727K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
212+ 4.51% |
$9.85K - $10.1K
|
4.91K
$232K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
119+ 0.63% |
$5.53K - $5.65K
|
19K
$898K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
69New |
$3.21K - $3.27K
|
69
$3.27K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$46.5 - $47.4
|
23.7K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-149- 0.61% |
$6.92K - $7.07K
|
24.4K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-260- 6.05% |
$12.1K - $12.3K
|
4.04K
$191K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-747- 1.86% |
$34.7K - $35.4K
|
39.3K
$1.86M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.3K- 2.27% |
$60.5K - $61.8K
|
56K
$2.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-4.52K- 42.12% |
$210K - $214K
|
6.21K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8.29K- 0.74% |
$385K - $393K
|
1.11M
$52.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-9.37K- 14.73% |
$435K - $445K
|
54.2K
$2.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-10.2K- 62.22% |
$475K - $485K
|
6.21K
$294K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-13.6K- 99.95% |
$632K - $645K
|
7
$332
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-19.8K- 2.81% |
$920K - $940K
|
686K
$32.5M
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-54.9K- 12.79% |
$2.55M - $2.61M
|
375K
$17.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.66M- 86.46% |
$77M - $78.6M
|
260K
$12.3M
|