Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.84M+ 618.67% |
$87.1M - $88.4M
|
2.14M
$101M
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
1.07M+ 67.81% |
$50.5M - $51.3M
|
2.64M
$125M
|
|
|
Jan 08, 2026
Q4 2025
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
339KNew |
$16M - $16.3M
|
339K
$16M
|
|
|
Jan 20, 2026
Q4 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
183K+ 5.15% |
$8.65M - $8.78M
|
3.73M
$177M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
178K+ 10.21% |
$8.44M - $8.56M
|
1.93M
$91.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
162K+ 38.94% |
$7.65M - $7.76M
|
577K
$27.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
111K+ 14.39% |
$5.23M - $5.31M
|
879K
$41.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
106KNew |
$5.02M - $5.09M
|
106K
$5.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
86.4K+ 64.04% |
$4.09M - $4.15M
|
221K
$10.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
84.9K+ 34.13% |
$4.02M - $4.07M
|
333K
$15.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
84.2K+ 19.2% |
$3.99M - $4.04M
|
523K
$24.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
81.4K+ 13.01% |
$3.85M - $3.91M
|
707K
$33.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
76.7K+ 4.71% |
$3.63M - $3.68M
|
1.71M
$80.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
72.3KNew |
$3.42M - $3.47M
|
72.3K
$3.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
69K+ 6.15% |
$3.26M - $3.31M
|
1.19M
$56.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67.2K+ 212.85% |
$3.18M - $3.23M
|
98.8K
$4.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
61.9KNew |
$2.93M - $2.97M
|
61.9K
$2.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
54.6K+ 53.25% |
$2.58M - $2.62M
|
157K
$7.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
54K+ 13.87% |
$2.56M - $2.59M
|
444K
$21M
|
|
|
Jan 20, 2026
Q4 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
BUY
|
- |
48.8K+ 69.99% |
$2.31M - $2.34M
|
119K
$5.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
40.7K+ 10.71% |
$1.92M - $1.95M
|
420K
$19.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
39.4K+ 9.71% |
$1.86M - $1.89M
|
445K
$21.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
35.2K+ 5.69% |
$1.67M - $1.69M
|
654K
$31M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
34.7K+ 38.12% |
$1.64M - $1.67M
|
126K
$5.96M
|
|
|
Jan 22, 2026
Q4 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
32.8K+ 17.12% |
$1.55M - $1.57M
|
224K
$10.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
30.7K+ 12.56% |
$1.46M - $1.48M
|
276K
$13.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
29.6K+ 12.7% |
$1.4M - $1.42M
|
262K
$12.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Harbor Group, Inc.
|
BUY
|
- |
27.3K+ 2.76% |
$1.29M - $1.31M
|
1.02M
$48.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
27.1KNew |
$1.28M - $1.3M
|
27.1K
$1.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Jm2 Capital Inc.
Edmond, OK |
BUY
|
- |
26.8KNew |
$1.27M - $1.29M
|
26.8K
$1.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
26.5K+ 4.36% |
$1.25M - $1.27M
|
634K
$30M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
25.9K+ 46.92% |
$1.23M - $1.24M
|
81.2K
$3.85M
|
|
|
Jan 20, 2026
Q4 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
25.8K+ 4.43% |
$1.22M - $1.24M
|
608K
$28.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
25.8K+ 3.68% |
$1.22M - $1.24M
|
726K
$34.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
24.3K+ 57.83% |
$1.15M - $1.17M
|
66.3K
$3.14M
|
|
|
Jan 20, 2026
Q4 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
21.6K+ 11.87% |
$1.02M - $1.04M
|
204K
$9.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
19.7K+ 41.49% |
$934K - $947K
|
67.3K
$3.19M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15K+ 105.25% |
$712K - $722K
|
29.3K
$1.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11.2K+ 143.31% |
$532K - $540K
|
19.1K
$904K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11K+ 29.84% |
$521K - $528K
|
47.8K
$2.27M
|
|
|
Jan 23, 2026
Q4 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
9.7K+ 11.98% |
$459K - $466K
|
90.6K
$4.29M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.77K+ 4.48% |
$415K - $421K
|
204K
$9.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
8.44K+ 3.07% |
$399K - $405K
|
284K
$13.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.13K+ 13.34% |
$385K - $390K
|
69K
$3.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
7.83KNew |
$370K - $376K
|
7.83K
$371K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.25K+ 1.72% |
$248K - $252K
|
311K
$14.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.84K+ 9.55% |
$229K - $232K
|
55.5K
$2.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
4.58KNew |
$217K - $220K
|
4.58K
$217K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.32K+ 12.42% |
$205K - $208K
|
39.1K
$1.85M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.02K+ 41.36% |
$190K - $193K
|
13.7K
$651K
|
|