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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
57.7K+ 22.15% |
$2.65M - $2.72M
|
318K
$15.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
55.8K+ 369.83% |
$2.56M - $2.64M
|
70.9K
$3.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55.5K+ 5.26% |
$2.55M - $2.62M
|
1.11M
$52.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
54.2KNew |
$2.49M - $2.56M
|
54.2K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
52.6K+ 12.86% |
$2.41M - $2.48M
|
461K
$21.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
47.1K+ 18.49% |
$2.16M - $2.22M
|
302K
$14.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
46.8KNew |
$2.15M - $2.21M
|
46.8K
$2.22M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
45.3K+ 2.76% |
$2.08M - $2.14M
|
1.68M
$79.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.3K+ 35.25% |
$2.03M - $2.09M
|
170K
$8.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
44.2K+ 1611.8% |
$2.03M - $2.09M
|
47K
$2.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
44.1K+ 146.34% |
$2.02M - $2.08M
|
74.2K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
39.7K+ 8.44% |
$1.82M - $1.87M
|
510K
$24.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
39.7K+ 8.44% |
$1.82M - $1.87M
|
510K
$24.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38.5K+ 836.14% |
$1.77M - $1.82M
|
43.2K
$2.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
36.4K+ 6.32% |
$1.67M - $1.72M
|
613K
$29.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
35.9K+ 3.78% |
$1.65M - $1.69M
|
985K
$46.7M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
35.9K+ 40.26% |
$1.65M - $1.69M
|
125K
$5.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.3KNew |
$1.62M - $1.67M
|
35.3K
$1.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
34.9K+ 180.5% |
$1.6M - $1.65M
|
54.2K
$2.57M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
34.5K+ 2.8% |
$1.58M - $1.63M
|
1.27M
$60M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
34.4K+ 2.49% |
$1.58M - $1.63M
|
1.42M
$67.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
33.7K+ 8.08% |
$1.55M - $1.59M
|
451K
$21.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33.4KNew |
$1.53M - $1.57M
|
33.4K
$1.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
31.7K+ 5.96% |
$1.46M - $1.5M
|
564K
$26.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.6KNew |
$1.4M - $1.44M
|
30.6K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Econ Financial Services Corp
|
BUY
|
- |
30.2K+ 10.63% |
$1.39M - $1.43M
|
315K
$14.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
29.9K+ 3.7% |
$1.37M - $1.41M
|
840K
$39.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
29.7K+ 5.69% |
$1.36M - $1.4M
|
551K
$26.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
29.4KNew |
$1.35M - $1.39M
|
29.4K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
29.2K+ 9.33% |
$1.34M - $1.38M
|
342K
$16.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
28.7K+ 6.66% |
$1.32M - $1.35M
|
459K
$21.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
28.3K+ 4.99% |
$1.3M - $1.34M
|
596K
$28.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27.8K+ 3.33% |
$1.28M - $1.31M
|
862K
$40.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
27K+ 2.92% |
$1.24M - $1.28M
|
953K
$45.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26.8KNew |
$1.23M - $1.26M
|
26.8K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
26.5K+ 13.01% |
$1.22M - $1.25M
|
230K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
25.9K+ 7.42% |
$1.19M - $1.22M
|
375K
$17.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
25.8K+ 161.34% |
$1.19M - $1.22M
|
41.9K
$1.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
25.3K+ 1.59% |
$1.16M - $1.2M
|
1.62M
$76.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
24.4K+ 4.18% |
$1.12M - $1.15M
|
608K
$28.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
24.1K+ 4.54% |
$1.11M - $1.14M
|
555K
$26.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
23.1K+ 37.58% |
$1.06M - $1.09M
|
84.5K
$4.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
21.6K+ 8.83% |
$993K - $1.02M
|
267K
$12.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
21.4K+ 4.5% |
$984K - $1.01M
|
498K
$23.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
21.3K+ 6.29% |
$978K - $1.01M
|
360K
$17.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
21.2KNew |
$975K - $1M
|
21.2K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
21K+ 7.65% |
$965K - $993K
|
296K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
20.9K+ 6.34% |
$958K - $985K
|
350K
$16.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
20K+ 13.49% |
$920K - $946K
|
169K
$8M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.4K+ 65.5% |
$890K - $916K
|
49K
$2.33M
|