Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
135K+ 13.74% |
$6.28M - $6.47M
|
1.12M
$53.1M
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
68K+ 12.2% |
$3.15M - $3.25M
|
625K
$29.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
16.8K+ 166.47% |
$779K - $802K
|
26.9K
$1.27M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
13.3K+ 2.31% |
$618K - $637K
|
592K
$28M
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.95KNew |
$276K - $284K
|
5.95K
$282K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.93K+ 3.02% |
$136K - $140K
|
99.6K
$4.72M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.85K+ 11.25% |
$132K - $136K
|
28.2K
$1.33M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.46K+ 7.36% |
$114K - $117K
|
35.8K
$1.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 3.82% |
$48.6K - $50.1K
|
28.5K
$1.35M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
676+ 1.57% |
$31.3K - $32.3K
|
43.9K
$2.08M
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
498+ 6.99% |
$23.1K - $23.8K
|
7.62K
$361K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
323+ 4.0% |
$15K - $15.4K
|
8.41K
$399K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-5.89K- 3.55% |
$273K - $281K
|
160K
$7.59M
|