Purchases and Sales Made in Q2 2025 in J P Morgan Exchange Traded Fd (JCPB)

JCPB Quotes by TradingView

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 12, 2025 Q2 2025
Mount Yale Investment Advisors, LLC

BUY
 -
1.22K
New
$56K - $57.6K
1.22K $57.9K
Jul 15, 2025 Q2 2025
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
1.22K
+ 26.04%
$55.9K - $57.5K
5.9K $280K
Aug 13, 2025 Q2 2025
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
1.2K
+ 2.23%
$55.1K - $56.6K
55K $2.61M
Jul 07, 2025 Q2 2025
Tru Wealth Advisors, LLC

BUY
 -
1.19K
+ 1.24%
$54.4K - $56K
96.7K $4.59M
Jul 22, 2025 Q2 2025
Davenport & CO LLC

BUY
 -
1.14K
+ 5.84%
$52.1K - $53.6K
20.6K $976K
Aug 01, 2025 Q2 2025
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
1.07K
+ 2.38%
$49.3K - $50.7K
46.1K $2.19M
Jul 11, 2025 Q2 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.03K
+ 3.24%
$47.4K - $48.8K
32.9K $1.56M
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
1.02K
+ 10.18%
$46.6K - $47.9K
11K $521K
Aug 11, 2025 Q2 2025
Lake Street Financial LLC

BUY
 -
989
+ 8.2%
$45.4K - $46.7K
13.1K $619K
Jul 07, 2025 Q2 2025
Peterson Wealth Advisors, LLC

BUY
 -
956
+ 0.26%
$43.9K - $45.1K
365K $17.3M
Aug 04, 2025 Q2 2025
Saxony Capital Management, LLC

St. Louis, MO
BUY
 -
897
+ 2.09%
$41.2K - $42.3K
43.8K $2.08M
Aug 05, 2025 Q2 2025
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
890
+ 5.82%
$40.9K - $42K
16.2K $767K
Aug 14, 2025 Q2 2025
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
860
+ 156.36%
$39.5K - $40.6K
1.41K $66.9K
Aug 29, 2025 Q2 2025
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
781
New
$35.8K - $36.9K
781 $37.1K
Jul 14, 2025 Q2 2025
Cra Financial Services, LLC

BUY
 -
758
+ 3.82%
$34.8K - $35.8K
20.6K $978K
Aug 18, 2025 Q2 2025
Geneos Wealth Management Inc.

BUY
 -
754
+ 7.72%
$34.6K - $35.6K
10.5K $499K
Jul 15, 2025 Q2 2025
Ims Capital Management

BUY
 -
720
+ 3.47%
$33K - $34K
21.5K $1.02M
Aug 12, 2025 Q2 2025
J.W. Cole Advisors, Inc.

BUY
 -
695
+ 13.0%
$31.9K - $32.8K
6.04K $287K
Jul 15, 2025 Q2 2025
Axis Wealth Partners, LLC

East Providence, RI
BUY
 -
658
+ 5.13%
$30.2K - $31.1K
13.5K $640K
Jul 30, 2025 Q2 2025
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
619
+ 34.18%
$28.4K - $29.2K
2.43K $115K
Aug 13, 2025 Q2 2025
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
615
New
$28.2K - $29K
615 $29.2K
Jul 07, 2025 Q2 2025
First Citizens Financial Corp

BUY
 -
437
+ 1.76%
$20.1K - $20.6K
25.3K $1.2M
Aug 13, 2025 Q2 2025
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
425
+ 1.83%
$19.5K - $20.1K
23.7K $1.12M
Aug 05, 2025 Q2 2025
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
355
+ 7.05%
$16.3K - $16.8K
5.39K $256K
Jul 30, 2025 Q2 2025
Whittier Trust CO Of Nevada Inc

BUY
 -
331
+ 32.42%
$15.2K - $15.6K
1.35K $64.2K
Jul 16, 2025 Q2 2025
Independent Wealth Network Inc.

BUY
 -
318
+ 2.11%
$14.6K - $15K
15.4K $730K
Aug 14, 2025 Q2 2025
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
283
+ 0.36%
$13K - $13.4K
79.2K $3.76M
Aug 04, 2025 Q2 2025
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
235
+ 0.74%
$10.8K - $11.1K
31.9K $1.51M
Aug 08, 2025 Q2 2025
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
228
+ 1.27%
$10.5K - $10.8K
18.2K $865K
Jul 11, 2025 Q2 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
221
+ 2.39%
$10.1K - $10.4K
9.47K $449K
Aug 19, 2025 Q2 2025
Asset Dedication, LLC

BUY
 -
200
New
$9.18K - $9.44K
200 $9.49K
Aug 08, 2025 Q2 2025
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
185
+ 1.29%
$8.49K - $8.73K
14.6K $691K
Jul 31, 2025 Q2 2025
West Michigan Advisors, LLC

Holland, MI
BUY
 -
181
+ 0.23%
$8.31K - $8.54K
79.9K $3.79M
Jul 22, 2025 Q2 2025
Sol Capital Management CO

BUY
 -
180
+ 2.91%
$8.26K - $8.5K
6.36K $302K
Jul 25, 2025 Q2 2025
Hazlett, Burt & Watson, Inc.

BUY
 -
175
New
$8.03K - $8.26K
175 $8.3K
Aug 19, 2025 Q2 2025
Advisory Services Network, LLC

BUY
 -
143
+ 1.1%
$6.56K - $6.75K
13.1K $621K
Jul 15, 2025 Q2 2025
Retirement Guys Formula LLC

BUY
 -
119
+ 0.4%
$5.46K - $5.62K
30.1K $1.43M
Aug 07, 2025 Q2 2025
Mosaic Financial Group, LLC

Chicago, IL
BUY
 -
110
+ 0.91%
$5.05K - $5.19K
12.2K $581K
Aug 06, 2025 Q2 2025
Ae Wealth Management LLC

BUY
 -
79
+ 15.37%
$3.63K - $3.73K
593 $28.1K
Jul 24, 2025 Q2 2025
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
76
+ 0.17%
$3.49K - $3.59K
45.5K $2.16M
Aug 08, 2025 Q2 2025
Larson Financial Group LLC

BUY
 -
44
+ 1.85%
$2.02K - $2.08K
2.42K $115K
Jul 29, 2025 Q2 2025
Mb, Levis & Associates, LLC

Center Valley, PA
BUY
 -
8
+ 1.34%
$367 - $378
605 $28.7K
Aug 04, 2025 Q2 2025
Creative Financial Designs Inc

BUY
 -
8
+ 1.17%
$367 - $378
690 $32.7K
Jul 07, 2025 Q2 2025
Parallel Advisors, LLC

BUY
 -
6
+ 0.58%
$275 - $283
1.04K $49.4K
Aug 04, 2025 Q2 2025
Assetmark, Inc

BUY
 -
6
New
$275 - $283
6 $285
Aug 11, 2025 Q2 2025
Cbiz Investment Advisory Services, LLC

BUY
 -
5
+ 0.97%
$230 - $236
521 $24.7K
Jul 14, 2025 Q2 2025
Masso Torrence Wealth Management Inc.

BUY
 -
2
+ 0.02%
$91.8 - $94.4
8.19K $388K
Aug 12, 2025 Q2 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1
New
$45.9 - $47.2
1 $47.5
Sep 26, 2025 Q2 2025
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1
+ 0.0%
$45.9 - $47.2
318K $15.1M

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