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 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
19.1K+ 12.01% |
$878K - $903K
|
178K
$8.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19K+ 8.01% |
$870K - $895K
|
256K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
17.2K+ 119.13% |
$788K - $810K
|
31.6K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
16.1K+ 0.8% |
$738K - $759K
|
2.03M
$96.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
16K+ 26.14% |
$732K - $753K
|
77K
$3.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
15.2K+ 4.69% |
$698K - $717K
|
339K
$16.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
14.8K+ 73.43% |
$679K - $699K
|
35K
$1.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14.8KNew |
$679K - $698K
|
14.8K
$702K
|
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
14.7K+ 1.92% |
$676K - $695K
|
781K
$37.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14.3KNew |
$655K - $673K
|
14.3K
$677K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
BUY
|
- |
13.9K+ 3.52% |
$639K - $657K
|
410K
$19.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
13K+ 8.49% |
$596K - $613K
|
166K
$7.88M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
12.8K+ 21.85% |
$590K - $606K
|
71.6K
$3.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12.5K+ 2.21% |
$574K - $590K
|
578K
$27.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
11.4K+ 7.51% |
$522K - $537K
|
163K
$7.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
11.3K+ 4.92% |
$520K - $535K
|
242K
$11.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
11.2K+ 3.9% |
$516K - $531K
|
299K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
11.1K+ 4.02% |
$509K - $524K
|
287K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.2KNew |
$468K - $482K
|
10.2K
$484K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
10.1KNew |
$463K - $476K
|
10.1K
$479K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
9.6KNew |
$440K - $453K
|
9.6K
$455K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9.43KNew |
$433K - $445K
|
9.43K
$448K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
9.3K+ 11.93% |
$427K - $439K
|
87.2K
$4.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
9.17K+ 10.91% |
$421K - $433K
|
93.2K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
9.09K+ 22.67% |
$417K - $429K
|
49.2K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.41KNew |
$386K - $397K
|
8.41K
$399K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
8.41KNew |
$386K - $397K
|
8.41K
$399K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8.21K+ 31.45% |
$377K - $388K
|
34.3K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
8.09KNew |
$371K - $382K
|
8.09K
$384K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
7.79KNew |
$357K - $367K
|
7.79K
$369K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7.67K+ 107.98% |
$352K - $362K
|
14.8K
$701K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
7.53K+ 2.23% |
$346K - $356K
|
346K
$16.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.48K+ 2.32% |
$343K - $353K
|
329K
$15.6M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
7.44KNew |
$342K - $351K
|
7.44K
$353K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
7.3K+ 4.68% |
$335K - $345K
|
163K
$7.75M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
7.21KNew |
$331K - $340K
|
7.21K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
6.98KNew |
$320K - $330K
|
6.98K
$331K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.95K+ 24.38% |
$319K - $328K
|
35.5K
$1.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.88K+ 1.76% |
$316K - $325K
|
397K
$18.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
6.84K+ 1.24% |
$314K - $323K
|
557K
$26.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
6.63K+ 15.31% |
$304K - $313K
|
49.9K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.58KNew |
$302K - $311K
|
6.58K
$312K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6.44K+ 84.08% |
$295K - $304K
|
14.1K
$669K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6.43K+ 46.38% |
$295K - $303K
|
20.3K
$962K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
6.34K+ 27.44% |
$291K - $299K
|
29.4K
$1.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.33K+ 4.91% |
$291K - $299K
|
135K
$6.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.32KNew |
$290K - $298K
|
6.32K
$300K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
6.12K+ 31.82% |
$281K - $289K
|
25.3K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
5.86K+ 3.54% |
$269K - $276K
|
171K
$8.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
5.83K+ 3.2% |
$268K - $275K
|
188K
$8.92M
|