Interchange Capital Partners, LLC Incresed Positions in Q2 2025

Interchange Capital Partners, LLC

  • $417 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
642K
+ 1217.74%
$50.52 - $50.92 $32.4M - $32.7M
694K $35.4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
317K
+ 2145.98%
$49.79 - $50.75 $15.8M - $16.1M
331K $16.8M
IQLT
Ishares Msci Intl Quality Fact

ETFs
312K
+ 14898.66%
$35.9 - $43.76 $11.2M - $13.7M
315K $13.6M
MSFT
Microsoft Corp

Technology
18.2K
+ 222.21%
$354.56 - $497.45 $6.46M - $9.06M
26.4K $13.1M
VTV
Vanguard Value ETF

ETFs
47.1K
+ 10591.24%
$153.67 - $176.74 $7.24M - $8.33M
47.6K $8.41M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
158K
+ 159135.34%
$50.36 - $50.68 $7.93M - $7.98M
158K $7.99M
AAPL
Apple Inc.

Technology
37.5K
+ 88.39%
$172.42 - $223.89 $6.46M - $8.39M
79.9K $16.4M
IEFA
Ishares Tr

ETFs
63.7K
+ 190.28%
$67.83 - $84.09 $4.32M - $5.36M
97.2K $8.12M
IEMG
Ishares Inc

ETFs
94.1K
+ 682.74%
N/A
108K $5.79M
AMZN
Amazon Com Inc

Consumer Cyclical
22.2K
+ 956.19%
$167.32 - $223.3 $3.71M - $4.95M
24.5K $5.37M
META
Meta Platforms, Inc.

Communication Services
6.04K
+ 800.53%
$484.66 - $738.09 $2.93M - $4.46M
6.79K $5.01M
QUAL
Ishares Msci Usa Quality Facto

ETFs
24.2K
+ 1969.24%
$152.42 - $182.82 $3.69M - $4.42M
25.4K $4.65M
VLUE
Ishares Msci Usa Value Factor

ETFs
38.6K
+ 3864600.0%
$93.5 - $113.21 $3.61M - $4.38M
38.6K $4.38M
IVV
Ishares Core S&P 500 ETF

ETFs
5.65K
+ 128.52%
$498.8 - $620.9 $2.82M - $3.51M
10K $6.23M
TSLA
Tesla, Inc.

Consumer Cyclical
10.4K
+ 817.9%
$221.86 - $362.89 $2.31M - $3.78M
11.7K $3.71M
GOOGL
Alphabet Inc.

Communication Services
18K
+ 982.87%
$144.7 - $178.6 $2.61M - $3.22M
19.8K $3.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
27K
+ 1589.65%
$82.96 - $110.1 $2.24M - $2.98M
28.7K $3.16M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
34.8K
+ 3786.71%
$60.61 - $87.72 $2.11M - $3.05M
35.7K $3.03M
JEPI
J P Morgan Exchange Traded Fd

ETFs
51.8K
+ 467.91%
$51.14 - $57.0 $2.65M - $2.95M
62.8K $3.57M
EFV
Msci Eafe Value ETF

ETFs
46.1K
+ 1506.93%
$52.4 - $64.65 $2.41M - $2.98M
49.1K $3.12M
HD
Home Depot, Inc.

Consumer Cyclical
7.49K
+ 3669.61%
$335.24 - $380.78 $2.51M - $2.85M
7.69K $2.82M
ABBV
Abb Vie Inc.

Healthcare
14.5K
+ 5716.93%
$170.16 - $206.27 $2.47M - $3M
14.8K $2.74M
GOOG
Alphabet Inc.

Communication Services
15.1K
+ 1363.29%
$146.58 - $180.01 $2.21M - $2.71M
16.2K $2.87M
IAU
Ishares Gold Trust

ETFs
41.3K
+ 160.91%
$56.1 - $64.74 $2.32M - $2.68M
67K $4.18M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
31.7K
+ 39096.3%
$65.84 - $80.81 $2.09M - $2.56M
31.7K $2.54M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
45.9K
+ 1550.0%
$43.53 - $54.46 $2M - $2.5M
48.9K $2.66M
IVE
Ishares S&P 500 Value ETF

ETFs
12.1K
+ 1342.9%
$168.34 - $195.42 $2.04M - $2.37M
13K $2.54M
VEA
Vanguard Ftse Developed Market

ETFs
38.8K
+ 53.92%
$45.65 - $57.01 $1.77M - $2.21M
111K $6.31M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
36.4K
+ 46602.56%
$47.63 - $60.01 $1.73M - $2.18M
36.4K $2.17M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
34.1K
+ 41034.94%
$50.27 - $62.05 $1.71M - $2.11M
34.1K $2.11M
ABT
Abbott Laboratories

Healthcare
15.3K
+ 3845.36%
$123.95 - $138.08 $1.9M - $2.12M
15.7K $2.14M
JPM
Jpmorgan Chase & CO

Financial Services
7.13K
+ 99.54%
$210.28 - $289.91 $1.5M - $2.07M
14.3K $4.15M
V
Visa Inc.

Financial Services
5.78K
+ 909.92%
$308.27 - $373.31 $1.78M - $2.16M
6.41K $2.28M
UNH
Unitedhealth Group Inc

Healthcare
6.36K
+ 2555.02%
$274.35 - $599.47 $1.75M - $3.81M
6.61K $2.06M
JHMM
John Hancock Multifactor Mid C

ETFs
32K
+ 1212.24%
$50.32 - $61.13 $1.61M - $1.95M
34.6K $2.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.95K
+ 772.6%
$483.48 - $539.8 $1.91M - $2.13M
4.46K $2.17M
AVGO
Broadcom Inc.

Technology
6.95K
+ 380.82%
$146.29 - $275.65 $1.02M - $1.92M
8.78K $2.42M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.08K
+ 5303.45%
$496.48 - $617.85 $1.53M - $1.9M
3.13K $1.94M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
40.8K
+ 45280.0%
$44.68 - $45.96 $1.82M - $1.87M
40.8K $1.87M
VTI
Vanguard Total Stock Market Et

ETFs
5.78K
+ 64266.67%
$243.75 - $303.93 $1.41M - $1.76M
5.79K $1.76M
MPC
Marathon Petroleum Corp

Energy
10.5K
+ 1003.63%
$118.55 - $170.08 $1.24M - $1.79M
11.5K $1.92M
MS
Morgan Stanley

Financial Services
12.3K
+ 2879.44%
$99.83 - $140.86 $1.23M - $1.74M
12.8K $1.8M
AXP
American Express CO

Financial Services
5.42K
+ 2316.24%
$231.39 - $318.98 $1.25M - $1.73M
5.65K $1.8M
RTX
Raytheon Technologies Corp

Industrials
11.7K
+ 3201.37%
$113.75 - $148.48 $1.33M - $1.73M
12K $1.75M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.25K
+ 443.66%
$321.63 - $509.31 $1.05M - $1.66M
3.99K $2.03M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14.7K
+ 18118.52%
$90.56 - $109.49 $1.33M - $1.61M
14.8K $1.61M
MA
Mastercard Inc

Financial Services
2.76K
+ 881.47%
$479.92 - $590.74 $1.32M - $1.63M
3.07K $1.73M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
18.2K
+ 32512.5%
$71.28 - $83.74 $1.3M - $1.52M
18.3K $1.53M
ORCL
Oracle Corp

Technology
6.9K
+ 1454.64%
$122.82 - $218.63 $847K - $1.51M
7.37K $1.61M
Activity Summary
Buys All Purchases 279 New Holdings 6 Increased Positions 273 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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