Purchases and Sales Made in Q4 2025 in Jp Morgan Exch Traded Fd Tr Sh (JSCP)
This table provides information about the institutional ownership of Jp Morgan Exch Traded Fd Tr Sh (JSCP) during Q4 2025. The information is specifically focused on institutions that hold shares of JP MORGAN EXCH-TRADED FD TR SH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
125K+ 33.73% |
$5.95M - $5.98M
|
497K
$23.6M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
46.4KNew |
$2.2M - $2.21M
|
46.4K
$2.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.9K+ 30517.12% |
$1.61M - $1.62M
|
34K
$1.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
19.4K+ 7.94% |
$921K - $926K
|
264K
$12.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
16.4K+ 4.18% |
$779K - $783K
|
409K
$19.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
13K+ 2.89% |
$618K - $621K
|
463K
$22M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
10.2KNew |
$485K - $487K
|
10.2K
$485K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.87K+ 3.63% |
$468K - $471K
|
282K
$13.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
7.47KNew |
$354K - $356K
|
7.47K
$355K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.11K+ 5.36% |
$290K - $292K
|
120K
$5.71M
|
|
|
Jan 13, 2026
Q4 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.75K+ 5.8% |
$178K - $179K
|
68.3K
$3.24M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
163+ 0.41% |
$7.73K - $7.78K
|
39.7K
$1.88M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
137New |
$6.5K - $6.54K
|
137
$6.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
133+ 0.98% |
$6.31K - $6.35K
|
13.7K
$651K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
123+ 2.12% |
$5.84K - $5.87K
|
5.92K
$281K
|
|
|
Jan 23, 2026
Q4 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-267- 0.29% |
$12.7K - $12.7K
|
93.2K
$4.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-15.9K- 59.57% |
$754K - $758K
|
10.8K
$512K
|
|