Purchases and Sales Made in Q2 2025 in J P Morgan Exchange Traded Fd (JCPB)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JCPB) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.99M+ 105.58% |
$183M - $188M
|
7.77M
$369M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.79M+ 121.3% |
$82.1M - $84.5M
|
3.26M
$155M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.13M+ 153.28% |
$52M - $53.5M
|
1.87M
$88.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.07M+ 49.5% |
$48.9M - $50.3M
|
3.22M
$153M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
854KNew |
$39.2M - $40.3M
|
854K
$40.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
731KNew |
$33.6M - $34.5M
|
731K
$34.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
674K+ 170.16% |
$30.9M - $31.8M
|
1.07M
$50.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
619K+ 321.72% |
$28.4M - $29.2M
|
812K
$38.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
564K+ 22.1% |
$25.9M - $26.6M
|
3.12M
$148M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
518KNew |
$23.8M - $24.5M
|
518K
$24.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
451KNew |
$20.7M - $21.3M
|
451K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
368K+ 267.14% |
$16.9M - $17.3M
|
505K
$24M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
354K+ 64.53% |
$16.2M - $16.7M
|
902K
$42.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
306K+ 600.5% |
$14.1M - $14.5M
|
357K
$16.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
283K+ 66.48% |
$13M - $13.4M
|
709K
$33.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
273K+ 18.95% |
$12.5M - $12.9M
|
1.72M
$81.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
223K+ 461.19% |
$10.2M - $10.5M
|
271K
$12.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
222K+ 11.5% |
$10.2M - $10.5M
|
2.15M
$102M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
216K+ 8.91% |
$9.9M - $10.2M
|
2.63M
$125M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
205K+ 10.09% |
$9.42M - $9.69M
|
2.24M
$106M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
201K+ 15.43% |
$9.23M - $9.49M
|
1.5M
$71.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
185K+ 8.24% |
$8.5M - $8.74M
|
2.43M
$115M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
184K+ 35.99% |
$8.44M - $8.67M
|
694K
$33M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
172KNew |
$7.9M - $8.12M
|
172K
$8.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
169K+ 90.48% |
$7.76M - $7.98M
|
356K
$16.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
161K+ 10.71% |
$7.37M - $7.58M
|
1.66M
$78.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
149K+ 13.57% |
$6.86M - $7.05M
|
1.25M
$59.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
139K+ 64.11% |
$6.39M - $6.57M
|
357K
$16.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
124KNew |
$5.7M - $5.86M
|
124K
$5.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
116K+ 8.12% |
$5.32M - $5.47M
|
1.54M
$73.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
115K+ 83.26% |
$5.27M - $5.42M
|
253K
$12M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
111K+ 31.78% |
$5.08M - $5.23M
|
459K
$21.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
111K+ 208.87% |
$5.08M - $5.22M
|
164K
$7.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
96.7K+ 73.0% |
$4.44M - $4.56M
|
229K
$10.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
94.9K+ 151.02% |
$4.35M - $4.48M
|
158K
$7.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
93.5K+ 155.16% |
$4.29M - $4.41M
|
154K
$7.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
91.7K+ 980.64% |
$4.21M - $4.33M
|
101K
$4.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
87.3KNew |
$4.01M - $4.12M
|
87.3K
$4.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
86.5K+ 24.59% |
$3.97M - $4.08M
|
438K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
81.2K+ 6.97% |
$3.73M - $3.83M
|
1.25M
$59.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
81.1K+ 2.51% |
$3.72M - $3.83M
|
3.31M
$157M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
76.6K+ 590.05% |
$3.52M - $3.61M
|
89.6K
$4.25M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
72.1K+ 2.57% |
$3.31M - $3.4M
|
2.88M
$136M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
70.9K+ 20.07% |
$3.25M - $3.35M
|
424K
$20.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63.7K+ 12.92% |
$2.93M - $3.01M
|
557K
$26.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
63.7K+ 36.07% |
$2.92M - $3M
|
240K
$11.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
63.5K+ 10.24% |
$2.92M - $3M
|
684K
$32.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
62.9K+ 5.62% |
$2.89M - $2.97M
|
1.18M
$56.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
62K+ 13.06% |
$2.85M - $2.93M
|
537K
$25.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
61.5K+ 15.01% |
$2.82M - $2.9M
|
471K
$22.4M
|