Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
450KNew |
$21.2M - $21.5M
|
450K
$21.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
158K+ 22.97% |
$7.42M - $7.52M
|
844K
$40.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
105K+ 39.29% |
$4.93M - $5M
|
372K
$17.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
38.1KNew |
$1.79M - $1.82M
|
38.1K
$1.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.7K+ 114.39% |
$1.16M - $1.18M
|
46.3K
$2.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
17.5K+ 5.69% |
$823K - $835K
|
325K
$15.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.4K+ 4.65% |
$820K - $832K
|
393K
$18.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
16.5K+ 7.28% |
$776K - $787K
|
243K
$11.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.3K+ 4.72% |
$577K - $585K
|
272K
$12.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
8.79K+ 16.21% |
$413K - $419K
|
63K
$2.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.51K+ 10.02% |
$400K - $406K
|
93.4K
$4.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7.17K+ 2.41% |
$337K - $342K
|
304K
$14.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.59K+ 33.57% |
$263K - $267K
|
22.2K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.66KNew |
$172K - $174K
|
3.66K
$173K
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.34K+ 5.45% |
$157K - $159K
|
64.6K
$3.07M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.31K+ 6.91% |
$61.6K - $62.5K
|
20.3K
$962K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
879+ 5.2% |
$41.3K - $41.9K
|
17.8K
$844K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
575+ 2.42% |
$27K - $27.4K
|
24.3K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 13.33% |
$18.8K - $19.1K
|
3.4K
$161K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
310+ 2.34% |
$14.6K - $14.8K
|
13.6K
$644K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
268+ 4.85% |
$12.6K - $12.8K
|
5.8K
$275K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
166+ 0.42% |
$7.81K - $7.92K
|
39.5K
$1.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111New |
$5.22K - $5.3K
|
111
$5.27K
|
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.06K- 0.47% |
$49.9K - $50.6K
|
223K
$10.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.15K- 3.85% |
$54.2K - $55K
|
28.7K
$1.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.72K- 5.08% |
$80.9K - $82.1K
|
32.1K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.1K- 4.2% |
$98.8K - $100K
|
48K
$2.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2.68K- 5.56% |
$126K - $128K
|
45.5K
$2.16M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.82K- 5.03% |
$133K - $135K
|
53.2K
$2.53M
|
|
|
Nov 04, 2025
Q3 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-4.96K- 1.32% |
$233K - $237K
|
370K
$17.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.01K- 4.21% |
$236K - $239K
|
114K
$5.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.7K- 22.12% |
$643K - $652K
|
48.1K
$2.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-213K- 19.12% |
$9.99M - $10.1M
|
899K
$42.7M
|