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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-5.35K- 1.87% |
$246K - $252K
|
280K
$13.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.87K- 2.55% |
$269K - $277K
|
224K
$10.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Blueprint Financial Advisors LLC
Greensboto, NC |
SELL
|
- |
-5.93K- 23.55% |
$272K - $280K
|
19.2K
$913K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.97K- 4.95% |
$320K - $329K
|
134K
$6.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-7.53K- 25.42% |
$345K - $355K
|
22.1K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-8.75K- 8.12% |
$402K - $413K
|
99K
$4.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-9.1K- 65.15% |
$418K - $430K
|
4.87K
$231K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.4K- 53.56% |
$521K - $536K
|
9.84K
$467K
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-13.4K- 5.77% |
$615K - $633K
|
219K
$10.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.5K- 11.79% |
$618K - $636K
|
101K
$4.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-13.8K- 3.49% |
$631K - $649K
|
380K
$18M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.8K- 47.76% |
$635K - $653K
|
15.1K
$718K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-21.2K- 31.12% |
$974K - $1M
|
47K
$2.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-21.7K- 9.45% |
$997K - $1.02M
|
208K
$9.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.1K- 4.36% |
$1.15M - $1.18M
|
550K
$26.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-26.3K- 5.51% |
$1.21M - $1.24M
|
451K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-29.7K- 47.99% |
$1.36M - $1.4M
|
32.2K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30.1K- 44.49% |
$1.38M - $1.42M
|
37.6K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-34.1K- 28.06% |
$1.56M - $1.61M
|
87.4K
$4.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-39.3K- 3.02% |
$1.8M - $1.86M
|
1.26M
$59.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-43K- 6.62% |
$1.97M - $2.03M
|
606K
$28.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43.4K- 2.51% |
$1.99M - $2.05M
|
1.68M
$79.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-46K- 59.38% |
$2.11M - $2.17M
|
31.5K
$1.49M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-46.7K- 19.39% |
$2.14M - $2.2M
|
194K
$9.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-48.1K- 58.45% |
$2.21M - $2.27M
|
34.2K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-50.8K- 12.21% |
$2.33M - $2.4M
|
366K
$17.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-55.4K- 11.65% |
$2.54M - $2.61M
|
420K
$19.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-60.8K- 42.87% |
$2.79M - $2.87M
|
81K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.1K- 16.58% |
$3.31M - $3.4M
|
363K
$17.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-72.7K- 1.89% |
$3.34M - $3.43M
|
3.77M
$179M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-72.8K- 72.58% |
$3.34M - $3.44M
|
27.5K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-86.6K- 44.85% |
$3.98M - $4.09M
|
107K
$5.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-93.6K- 94.31% |
$4.3M - $4.42M
|
5.65K
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-100K- 47.1% |
$4.59M - $4.72M
|
112K
$5.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-137K- 34.99% |
$6.27M - $6.45M
|
254K
$12.1M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-157K- 16.3% |
$7.19M - $7.39M
|
804K
$38.1M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-309K- 90.16% |
$14.2M - $14.6M
|
33.7K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-323K- 18.31% |
$14.8M - $15.3M
|
1.44M
$68.4M
|
|
|
Jul 16, 2025
Q2 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-338K- 81.69% |
$15.5M - $16M
|
75.8K
$3.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-547K- 34.9% |
$25.1M - $25.8M
|
1.02M
$48.4M
|
|
|
Aug 07, 2025
Q2 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-608K- 72.98% |
$27.9M - $28.7M
|
225K
$10.7M
|