Purchases and Sales Made in Q4 2025 in J P Morgan Exchange Traded Fd (JGRO)
This table provides information about the institutional ownership of J P Morgan Exchange Traded Fd (JGRO) 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 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
47.9K+ 12.84% |
N/A
|
421K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.1K+ 4.89% |
N/A
|
861K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
36.7K+ 26.53% |
N/A
|
175K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
BUY
|
- |
19.7K+ 4.11% |
N/A
|
498K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Greenbush Financial Group, LLC
Albany, NY |
BUY
|
- |
16.8K+ 14.63% |
N/A
|
132K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
11.4K+ 1351.01% |
N/A
|
12.3K
$0
|
|
|
Jan 09, 2026
Q4 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
11K+ 19.81% |
N/A
|
66.5K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
10.9KNew |
N/A
|
10.9K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
9.54K+ 4.63% |
N/A
|
216K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.14K+ 73.73% |
N/A
|
21.5K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
6.19K+ 33.25% |
N/A
|
24.8K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.53KNew |
N/A
|
5.53K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
4.43KNew |
N/A
|
4.43K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.26K+ 2.26% |
N/A
|
193K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.43K+ 5.66% |
N/A
|
64K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.89KNew |
N/A
|
2.89K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
2.85K+ 12.83% |
N/A
|
25.1K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.65K+ 7.24% |
N/A
|
39.2K
$0
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.4K+ 15.93% |
N/A
|
17.5K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.25KNew |
N/A
|
2.25K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.1K+ 9.49% |
N/A
|
24.3K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1.84K+ 0.46% |
N/A
|
403K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.82K+ 16.35% |
N/A
|
13K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.82K+ 11.44% |
N/A
|
17.7K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.81K+ 2.69% |
N/A
|
69.1K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.57K+ 16.39% |
N/A
|
11.1K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.44K+ 2.03% |
N/A
|
72.4K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.22K+ 5.11% |
N/A
|
25K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
974New |
N/A
|
974
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
879+ 14.98% |
N/A
|
6.75K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
758+ 0.21% |
N/A
|
356K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
536+ 3.27% |
N/A
|
16.9K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
533+ 6.06% |
N/A
|
9.34K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
489+ 12.03% |
N/A
|
4.56K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
468+ 105.64% |
N/A
|
911
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
455+ 6.0% |
N/A
|
8.04K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Pflug Koory, LLC
|
BUY
|
- |
271New |
N/A
|
271
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
223+ 5.13% |
N/A
|
4.57K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
209+ 1.11% |
N/A
|
19K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
201+ 5.61% |
N/A
|
3.79K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
153+ 2.23% |
N/A
|
7.02K
$0
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
120New |
N/A
|
120
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
65+ 16.33% |
N/A
|
463
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
63+ 0.59% |
N/A
|
10.8K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
52+ 0.74% |
N/A
|
7.08K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
41+ 0.77% |
N/A
|
5.39K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
27+ 14.59% |
N/A
|
212
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
19New |
N/A
|
19
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11+ 0.12% |
N/A
|
9.43K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
SELL
|
- |
-120- 4.96% |
N/A
|
2.3K
$0
|
|