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 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 0.1% |
$45.9 - $47.2
|
963
$45.7K
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2- 0.03% |
$91.8 - $94.4
|
6.18K
$293K
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-24- 0.42% |
$1.1K - $1.13K
|
5.65K
$268K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-37- 0.77% |
$1.7K - $1.75K
|
4.75K
$226K
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-39- 0.08% |
$1.79K - $1.84K
|
51.4K
$2.44M
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-50- 0.87% |
$2.3K - $2.36K
|
5.7K
$271K
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-56- 0.03% |
$2.57K - $2.64K
|
166K
$7.88M
|
|
Aug 05, 2025
Q2 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-64- 0.27% |
$2.94K - $3.02K
|
23.4K
$1.11M
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-79- 49.69% |
$3.63K - $3.73K
|
80
$3.8K
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-200- 2.05% |
$9.18K - $9.44K
|
9.56K
$453K
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-211- 1.55% |
$9.68K - $9.96K
|
13.4K
$636K
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-435- 6.34% |
$20K - $20.5K
|
6.42K
$305K
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-475- 5.8% |
$21.8K - $22.4K
|
7.71K
$366K
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-487- 1.61% |
$22.4K - $23K
|
29.8K
$1.41M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-515- 1.76% |
$23.6K - $24.3K
|
28.7K
$1.36M
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-527- 6.6% |
$24.2K - $24.9K
|
7.46K
$354K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-584- 5.94% |
$26.8K - $27.6K
|
9.25K
$439K
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-637- 2.66% |
$29.2K - $30.1K
|
23.3K
$1.11M
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-653- 0.22% |
$30K - $30.8K
|
295K
$14M
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-697- 2.71% |
$32K - $32.9K
|
25K
$1.19M
|
|
Aug 13, 2025
Q2 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-973- 2.98% |
$44.7K - $45.9K
|
31.7K
$1.5M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-980- 1.3% |
$45K - $46.3K
|
74.6K
$3.54M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.05K- 1.77% |
$48.4K - $49.7K
|
58.4K
$2.77M
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.26K- 7.66% |
$57.7K - $59.4K
|
15.2K
$719K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.26K- 0.7% |
$57.9K - $59.6K
|
179K
$8.48M
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.34K- 6.8% |
$61.4K - $63.2K
|
18.3K
$870K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.34K- 0.02% |
$61.6K - $63.3K
|
8.06M
$382M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.35K- 9.52% |
$62K - $63.7K
|
12.8K
$609K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.41K- 0.47% |
$64.9K - $66.7K
|
300K
$14.2M
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-1.48K- 50.0% |
$67.9K - $69.8K
|
1.48K
$70.2K
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.8K- 1.24% |
$82.7K - $85K
|
144K
$6.82M
|
|
Aug 04, 2025
Q2 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.1K- 18.75% |
$96.4K - $99.1K
|
9.1K
$432K
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.27K- 6.29% |
$104K - $107K
|
33.8K
$1.6M
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.3K- 8.75% |
$105K - $108K
|
24K
$1.14M
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.46K- 1.69% |
$113K - $116K
|
143K
$6.8M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.53K- 27.94% |
$116K - $120K
|
6.54K
$310K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.67K- 6.09% |
$123K - $126K
|
41.1K
$1.95M
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.7K- 8.08% |
$124K - $127K
|
30.7K
$1.45M
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-2.78K- 1.7% |
$128K - $131K
|
161K
$7.65M
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.09K- 8.46% |
$142K - $146K
|
33.4K
$1.59M
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.47K- 14.75% |
$159K - $164K
|
20.1K
$952K
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-3.94K- 32.78% |
$181K - $186K
|
8.09K
$384K
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.98K- 43.5% |
$183K - $188K
|
5.17K
$246K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.09K- 6.53% |
$188K - $193K
|
58.5K
$2.78M
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-4.19K- 17.79% |
$192K - $198K
|
19.4K
$918K
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.32K- 8.54% |
$198K - $204K
|
46.3K
$2.2M
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-4.34K- 34.14% |
$199K - $205K
|
8.37K
$397K
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.41K- 1.96% |
$202K - $208K
|
220K
$10.4M
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.97K- 5.2% |
$228K - $234K
|
90.5K
$4.29M
|