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 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
115K+ 83.26% |
$5.27M - $5.42M
|
253K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33.4KNew |
$1.53M - $1.57M
|
33.4K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
29.4KNew |
$1.35M - $1.39M
|
29.4K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
21.3K+ 6.29% |
$978K - $1.01M
|
360K
$16.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
21.2KNew |
$975K - $1M
|
21.2K
$995K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19K+ 8.01% |
$870K - $895K
|
256K
$12M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
9.6KNew |
$440K - $453K
|
9.6K
$450K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
9.17K+ 10.91% |
$421K - $433K
|
93.2K
$4.37M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
6.84K+ 1.24% |
$314K - $323K
|
557K
$26.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
4.45K+ 11.5% |
$204K - $210K
|
43.2K
$2.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.39K+ 4.25% |
$156K - $160K
|
83.1K
$3.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.21K+ 45.07% |
$102K - $104K
|
7.12K
$334K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.55K+ 25.91% |
$71.2K - $73.2K
|
7.54K
$353K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.51K+ 2.15% |
$69.2K - $71.2K
|
71.5K
$3.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.25K+ 2.84% |
$57.3K - $59K
|
45.2K
$2.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 1.24% |
$54.4K - $56K
|
96.7K
$4.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 3.24% |
$47.4K - $48.8K
|
32.9K
$1.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
956+ 0.26% |
$43.9K - $45.1K
|
365K
$17.1M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
437+ 1.76% |
$20.1K - $20.6K
|
25.3K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
221+ 2.39% |
$10.1K - $10.4K
|
9.47K
$444K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 0.58% |
$275 - $283
|
1.04K
$48.8K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.48K- 50.0% |
$67.9K - $69.8K
|
1.48K
$69.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.53K- 27.94% |
$116K - $120K
|
6.54K
$306K
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-43K- 6.62% |
$1.97M - $2.03M
|
606K
$28.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-46K- 59.38% |
$2.11M - $2.17M
|
31.5K
$1.48M
|