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 |
|---|---|---|---|---|---|---|---|
|
Sep 19, 2025
Q2 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
5.72K+ 9.48% |
$262K - $270K
|
66K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.51KNew |
$253K - $260K
|
5.51K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
5.45K+ 0.9% |
$250K - $257K
|
609K
$28.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
5.39K+ 0.96% |
$248K - $255K
|
566K
$26.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
5.34KNew |
$245K - $252K
|
5.34K
$253K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.31KNew |
$244K - $250K
|
5.31K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.27K+ 33.56% |
$242K - $249K
|
21K
$995K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
5.2K+ 7.05% |
$239K - $245K
|
79K
$3.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.14KNew |
$236K - $243K
|
5.14K
$244K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
4.45K+ 11.5% |
$204K - $210K
|
43.2K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.36KNew |
$200K - $206K
|
4.36K
$207K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.34K+ 2.27% |
$199K - $205K
|
195K
$9.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.3KNew |
$198K - $203K
|
4.3K
$204K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.3K+ 0.19% |
$197K - $203K
|
2.24M
$106M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.28K+ 2.24% |
$197K - $202K
|
195K
$9.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
4.23K+ 3.52% |
$194K - $199K
|
124K
$5.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.13K+ 693.12% |
$190K - $195K
|
4.73K
$224K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.83K+ 36.21% |
$176K - $181K
|
14.4K
$683K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.7K+ 7.82% |
$170K - $175K
|
51K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.65K+ 6.86% |
$167K - $172K
|
56.8K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.6K+ 6.09% |
$165K - $170K
|
62.7K
$2.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.59K+ 2.28% |
$165K - $170K
|
161K
$7.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.52K+ 2.07% |
$161K - $166K
|
173K
$8.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3.47K+ 48.38% |
$159K - $164K
|
10.6K
$505K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.39K+ 4.25% |
$156K - $160K
|
83.1K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.24K+ 4.77% |
$149K - $153K
|
71.2K
$3.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.23K+ 26.08% |
$148K - $152K
|
15.6K
$741K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.15K+ 8.24% |
$145K - $149K
|
41.4K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.11K+ 4.59% |
$143K - $147K
|
70.8K
$3.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.86K+ 18.78% |
$131K - $135K
|
18.1K
$858K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.61KNew |
$120K - $123K
|
2.61K
$124K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.45K+ 4.82% |
$112K - $116K
|
53.2K
$2.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.37K+ 17.14% |
$109K - $112K
|
16.2K
$770K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.37K+ 22.81% |
$109K - $112K
|
12.8K
$607K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
2.21K+ 45.07% |
$102K - $104K
|
7.12K
$338K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.17KNew |
$99.4K - $102K
|
2.17K
$103K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.13K+ 38.06% |
$97.5K - $100K
|
7.71K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.87K+ 24.68% |
$85.7K - $88.1K
|
9.43K
$448K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.86K+ 16.26% |
$85.3K - $87.7K
|
13.3K
$631K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.85K+ 29.63% |
$84.8K - $87.2K
|
8.08K
$384K
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.82K+ 6.97% |
$83.6K - $86K
|
28K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.62K+ 11.65% |
$74.2K - $76.3K
|
15.5K
$735K
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.61K+ 2.6% |
$73.8K - $75.9K
|
63.3K
$3.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.56K+ 2.97% |
$71.7K - $73.7K
|
54.2K
$2.57M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
1.55K+ 25.91% |
$71.2K - $73.2K
|
7.54K
$358K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1.53K+ 2.08% |
$70.3K - $72.3K
|
75K
$3.56M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.51K+ 2.15% |
$69.2K - $71.2K
|
71.5K
$3.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.32K+ 3.52% |
$60.4K - $62.1K
|
38.7K
$1.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.28K+ 3.59% |
$58.5K - $60.2K
|
36.8K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.25K+ 2.84% |
$57.3K - $59K
|
45.2K
$2.14M
|