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 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.66M+ 34.24% |
$123M - $127M
|
10.4M
$494M
|
|
|
Nov 07, 2025
Q3 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
2.63M+ 81.77% |
$122M - $126M
|
5.85M
$277M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.13M+ 36.29% |
$52.4M - $54M
|
4.25M
$201M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
833K+ 50.16% |
$38.6M - $39.8M
|
2.49M
$118M
|
|
|
Nov 13, 2025
Q3 2025
|
First Washington Corp
Seattle, WA |
BUY
|
- |
819KNew |
$38M - $39.1M
|
819K
$38.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
721K+ 84.35% |
$33.4M - $34.4M
|
1.57M
$74.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
680K+ 75.36% |
$31.5M - $32.5M
|
1.58M
$75M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
544K+ 66.99% |
$25.2M - $26M
|
1.36M
$64.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
511K+ 14.7% |
$23.7M - $24.4M
|
3.99M
$189M
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
365K+ 17.93% |
$16.9M - $17.4M
|
2.4M
$114M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
356K+ 4.42% |
$16.5M - $17M
|
8.41M
$399M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
345K+ 22.93% |
$16M - $16.5M
|
1.85M
$87.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
313K+ 28.18% |
$14.5M - $14.9M
|
1.42M
$67.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
304K+ 11.53% |
$14.1M - $14.5M
|
2.94M
$139M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
250K+ 11.14% |
$11.6M - $11.9M
|
2.49M
$118M
|
|
|
Oct 10, 2025
Q3 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
232K+ 7.0% |
$10.8M - $11.1M
|
3.55M
$168M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
228K+ 12.18% |
$10.6M - $10.9M
|
2.1M
$99.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
224K+ 13.08% |
$10.4M - $10.7M
|
1.94M
$91.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
224K+ 9.21% |
$10.4M - $10.7M
|
2.66M
$126M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
215KNew |
$9.95M - $10.2M
|
215K
$10.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
212K+ 996.17% |
$9.81M - $10.1M
|
233K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
189K+ 6.56% |
$8.75M - $9.01M
|
3.06M
$145M
|
|
|
Nov 10, 2025
Q3 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
179KNew |
$8.28M - $8.53M
|
179K
$8.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
177K+ 37.56% |
$8.21M - $8.46M
|
648K
$30.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
175KNew |
$8.13M - $8.38M
|
175K
$8.31M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
173K+ 42.21% |
$8.01M - $8.25M
|
582K
$27.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
163K+ 91.38% |
$7.56M - $7.79M
|
342K
$16.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
141K+ 27.27% |
$6.55M - $6.75M
|
659K
$31.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
141K+ 32.14% |
$6.53M - $6.73M
|
579K
$27.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
140KNew |
$6.47M - $6.67M
|
140K
$6.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
139K+ 3.7% |
$6.47M - $6.66M
|
3.91M
$185M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
138K+ 84.35% |
$6.4M - $6.59M
|
302K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
138K+ 11.01% |
$6.38M - $6.57M
|
1.39M
$65.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
136K+ 13.34% |
$6.31M - $6.5M
|
1.16M
$54.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
135K+ 13.74% |
$6.28M - $6.47M
|
1.12M
$53.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
131K+ 6.09% |
$6.07M - $6.25M
|
2.28M
$108M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
127K+ 35.65% |
$5.89M - $6.07M
|
484K
$22.9M
|
|
|
Nov 05, 2025
Q3 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
125K+ 9.87% |
$5.79M - $5.97M
|
1.39M
$65.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
124K+ 34.64% |
$5.74M - $5.91M
|
481K
$22.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
120KNew |
$5.58M - $5.75M
|
120K
$5.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
119K+ 21.57% |
$5.5M - $5.67M
|
669K
$31.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
115K+ 31.63% |
$5.32M - $5.48M
|
477K
$22.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
113K+ 11.09% |
$5.25M - $5.41M
|
1.13M
$53.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
112K+ 239.22% |
$5.2M - $5.35M
|
159K
$7.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
109K+ 36.76% |
$5.04M - $5.2M
|
405K
$19.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
109K+ 36.76% |
$5.03M - $5.19M
|
404K
$19.1M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
104K+ 45.17% |
$4.82M - $4.97M
|
334K
$15.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
101K+ 293.22% |
$4.67M - $4.81M
|
135K
$6.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
99.7K+ 203.4% |
$4.62M - $4.76M
|
149K
$7.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
97.1K+ 656.06% |
$4.5M - $4.64M
|
112K
$5.3M
|
|